Breadth And Risk Appetites Provide Investors With Great Timing Tools

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During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter discusses how breadth and risk appetites provide investors with great timing tools. Here’s an excerpt from the interview: Jesse Felder: You’re absolutely right. It’s become a mantra of the bulls, which is valuation is not a good timing tool. That’s absolutely true. … Read More

There’s A Philosophical Problem With Passive Investing That A Lot Of Investors Don’t Appreciate

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During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter discusses the philosophical problem with passive investing whereby indexes systematically underweight owner-operated companies and systematically overweight companies. Here’s an excerpt from the interview: Jesse Felder: It’s interesting to me that these indexes now, that they’re float adjusted, systematically underweight owner-operated companies and … Read More

The Most Important Thing For Investors To Focus On Right Now Is Not Earnings – It’s Margins

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During his recent interview with Tobias, Jesse Felder, hedge fund manager and Founder of The Felder Report Newsletter discusses why ‘Margins’ are the most important thing for investors to focus on right now – not earnings. Here’s an excerpt from the interview: Tobias Carlisle: This market seems to be, it’s supported on … The multiple is very high, but earnings … Read More

(Ep.9) The Acquirers Podcast: Jesse Felder – Bear Sh*tting, The Hidden Risks For U.S Equities

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Summary In this episode of The Acquirer’s Podcast Tobias chats with Jesse Felder, who is the Founder of the popular U.S newsletter – The Felder Report, and is the co-founder of a multi-billion dollar hedge fund. During the interview Jesse provides some great insights into: – The Current Market Environment – There’s A 97% Correlation Between Today And 1937 – The … Read More