Breadth And Risk Appetites Provide Investors With Great Timing Tools

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https://www.youtube.com/watch?v=bxW1iASwzxQ?start=2995 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 … Read More

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

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https://www.youtube.com/watch?v=bxW1iASwzxQ?start=1371 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 … Read More

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

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https://www.youtube.com/watch?v=bxW1iASwzxQ?start=485 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, … Read More