Superinvestors and the Art of Worldly Wisdom

This episode features an interview with veteran newsletter publisher Fred Hickey discussing historical market manias, current speculation, and insights on how stock price declines might unfold.

This episode features an interview with Ruchir Sharma discussing the problems with capitalism over the past 40 years, including wealth inequality and debt, and what it will take to rehabilitate the economy for investors.

This episode features an interview with Ben Hunt discussing his unique investment process focused on how narratives drive financial markets, including topics like inflation and big tech backlash.

Host Jesse Felder interviews Vincent Deluard about his unique macro analysis approach and insights into the recent paradigm shift in markets affecting inflation, economy, and asset classes.

Host Jesse Felder interviews Peter Atwater about his unique framework for understanding confidence in markets and the world, discussing the value of his insights and book 'The Confidence Map'.

This episode features an interview with Asif Suria discussing his event-driven investing approach, which focuses on corporate actions like insider trading patterns, stock buybacks, and spinoffs as catalysts for uncovering hidden value in stocks.

Host Jesse Felder interviews small cap mutual fund manager Eric Cinnamond about rising inflationary pressures in corporate America based on his analysis of quarterly conference calls.

Host Jesse Felder interviews Rob Arnott about his career in quantitative investing and his innovative indexing strategy designed to improve upon traditional passive investing approaches.

Simon Mikhailovich discusses his background growing up in the Soviet Union and how gold serves as the ultimate insurance policy during economic uncertainty and the end of a debt super cycle.

Host Jesse Felder interviews Ben Hunt about his analysis of rapacious behavior in financial markets and its broader societal impacts.

This episode features a follow-up interview with Diego Parrilla discussing his framework for analyzing financial bubbles and anti-bubbles in the current market environment, including topics like inflation, cryptocurrencies, and gold.

Host Jesse Felder interviews Roger McNamee, an early Facebook investor with unique insights into the company's history and tech industry dangers.

This episode features an interview with Louis Gave, a global macro investing expert, discussing his investment framework, process, and current market themes.

This episode features a conversation with Eric Townsend exploring how distributed ledger technology intersects with global macro investing, drawing on his unique background in both technology and hedge fund management.

Host Jesse Felder interviews Grant Williams about his shift in business focus and insights gained from interviewing top investors.

Danielle DiMartino Booth discusses the Federal Reserve's evolution during the Great Financial Crisis and its impact on inequality, inflation, and current fiscal challenges.

This episode features an interview with Peter Berezin, a Wall Street contrarian who discusses his bearish S&P 500 forecast based on his macro quant model, insights on the AI trade, and the importance of deep thinking in investing.

This episode features an interview with Jonathan Tepper discussing his book 'The Myth of Capitalism' and exploring the most important question investors should be asking today, along with his unique background and career in finance.

Meb Faber discusses why passive investing is inefficient, how single-fund diversification outperforms multiple funds, and the terminal decline of the traditional investment industry.

This episode features an interview with volatility trading expert Chris Cole, who discusses his career evolution, risk-focused investing philosophy, and insights from his firm's study of market history.

This episode features a conversation with Diego Parrilla discussing why fund managers struggle to beat the S&P 500 and his investment framework in the current market environment.

Host Jesse Felder interviews James DeVolis about protecting finances against potential inflation shifts through value-based equity and asset-light strategies.

This episode features an interview with Grant Williams discussing his insights from interviewing successful and reclusive investors, emphasizing the value of surrounding oneself with brilliant people and listening.

This episode features an interview with financial historian Edward Chancellor discussing his book 'The Price of Time' and the historical lessons about the consequences of easy money policies.

Host Jesse Felder interviews Michael Oliver about his unique momentum-based approach to market analysis, developed over 40 years and inspired by the 1987 crash, discussing his process and current market insights.

This episode features an interview with Diego Parrilla, discussing his prescient market predictions, unique investment approach, and current views on global markets and gold.

Jesse Felder interviews Todd Harrison about his belief in cannabis as a major investment opportunity, describing it as a 'trade of a lifetime' after significant price declines in the sector.

John Hussman discusses his value-conscious, historically-informed investment approach and how he's navigating today's highly overvalued stock market.

This episode features an interview with Fred Hickey, a veteran technology investor, discussing his research process, competitive advantage in tech, and lessons from meeting John Templeton.

Host Jesse Felder interviews Jerry Parker, an original turtle trader who learned trend following from Richard Dennis, discussing how individual investors can apply these strategies to their portfolios.

This episode features an interview with Tian Yang, CEO of Variant Perception, discussing his firm's unique investment analysis framework that combines human insight with machine tools to navigate markets with historical context.

This episode features an interview with Julian Brigden, who discusses his data-driven macro investment approach and insights on the Fed's 'Impossible Trinity' and market trends.

Host Jesse Felder interviews Keith McCullough about his journey from running buy/sell tickets to founding HedgeEye, discussing his macro investing framework, using volatility as signals, and the life lesson of betting on himself after being fired.

This episode features an interview with Peter Atwater discussing his insights on market trends, the current backlash era, and the coming age of scrutiny affecting companies and markets.

This episode features an interview with Jim Stack, who shares his journey from experiencing the 1973-74 bear market to developing a full-cycle investment discipline and founding successful investment firms, while discussing key indicators that shape his current market approach.

This episode features an interview with Leigh Goehring, a natural resources expert, discussing his investment research process and the case for a coming energy crisis that presents a generational opportunity in energy stocks.

This episode features an interview with Lee Goering, a commodities expert, discussing his prediction of a major commodities boom and broader revolution in asset markets.

This episode features an interview with Michael Green, an insightful market detective who discusses where he finds the greatest value in today's markets based on his career experiences in small cap value, derivatives, and volatility trading.

This episode features an interview with investor Bill Fleckenstein discussing how central bank mistakes create financial bubbles and opportunities for investors to profit.

Host Jesse Felder interviews Joseph Wang, a former New York Fed open markets desk expert, about how Federal Reserve policies have fundamentally changed investing and market dynamics over the past decade.

Host Jesse Felder interviews veteran investor David Hay about his 40-year career, blending value investing with technical analysis while balancing risk management with opportunistic strategies.

This episode features an interview with Kiril Sokoloff discussing his investment approach and how he identifies macro signals in the markets.

This episode features an interview with Michael Oliver discussing his unique momentum structural analysis approach to studying stock market trends and patterns.

Host Jesse Felder interviews value investing expert Toby Carlisle about his book The Acquirer's Multiple and his deep research into value investing strategies.

This episode features an interview with Adam Rozencwajg discussing the speculative bubble in green energy stocks and why traditional energy stocks might offer better investment opportunities during the transition to renewable energy.

This episode features an interview with Kirill Sokolov discussing his research process for identifying major investment trends and his current views on global financial markets.

Host Jesse Felder interviews Kirill Sokolov about applying his investment framework to analyze inflation, the economy, and market risks for investors.

Jesse Felder interviews Mark Yusko, discussing his investment process, Gann and Bradley cycles, and a bet with Warren Buffett, offering insights from a seasoned investor.

Jesse Felder interviews Erik Townsend, a software engineer turned hedge fund manager and host of Macro Voices, discussing his transition from tech to finance and insights from top investors.

Jesse Felder interviews Peter Atwater, a socionomist, to explore how confidence and sentiment influence financial markets and broader decision-making.