We Are Approaching An Uncontrollable Debt Spiral? with Jesse Felder

Interview recorded - 2nd of October, 2023

On this episode of the WTFinance podcast I had the pleasure of speaking with Jesse Felder - Founder of Felder Investment Research and host of Superinvestors. 

During our conversation we spoke about what we are currently seeing in the bond markets, why this could be a wrecking ball, what would make the FED have to intervene and the potential for there being a debt death spiral. I hope you enjoy!

0:00 - Introduction
0:13 - What is Jesse watching in markets?
2:35 - Why is this time different in the US?
5:10 - Lots of factors coming into play?
7:52 - Disconnect between yields and interest rates?
9:30 - Could we see a dollar wrecking ball?
12:10 - Are we experiencing a secular shift?
16:40 - What would a debt death spiral look like?
18:17 - FED forced to intervene in the market?
19:31 - How will the secular shift change markets?
21:25 - The end of overperformance of growth stocks?
24:15 - Another down year for 60 - 40 portfolio
25:50 - Diversifying portfolio into real assets
26:55 - Which assets to perform during this period?
28:40 - One message to takeaway from our conversation?

Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo! Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.

Jesse Felder - 

Felder Report - https://thefelderreport.com/
Twitter - https://twitter.com/jessefelder

WTFinance -

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iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
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