On today’s show, we bring back our good friend, Jesse Felder. Jesse is a former multi-billion dollar hedge fund manager out of Santa Monica California. Jesse is regularly featured on the Wall Street Journal, Barron’s, and many other national level business outlets. We start off the discussion talking about gold and what lies ahead. As the show progresses we talk about the tariffs and the impact on the US Dollar. We talk Fang, we talk Elon Musk, and much more.
In this episode, you’ll learn:
· Why the price of gold has dropped recently and why now might be the time to take a position
· Why a long time horizon is not a guarantee for good results in the stock market
· How macro is important but never should be the reason not to take a stock pick
· How to find investing opportunities in owner-operated companies that are systematically ignored by the indexes
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BOOKS AND RESOURCES
Jesse Felder’s popular podcast, Superinvestors
Jesse Felder’s Blog, The Felder Report
Tweet directly to Jesse Felder @jessefelder
Preston and Stig’s interview with Jesse Felder about the FANG stocks
Jesse Felder’s blog post about the Hindenburg Omen
Know when to buy and sell based on statistics and momentum w/ TradeStops
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