Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss:
- Is COVID-19 the catalyst that changed the direction in the market?
- FED stimulus – how long will this bounce last?
- How much downside is expected in order to take excess buying out of the market
- Upside in the market caused by central bank response – what happens next?
- Will inflation return in the near future and what are its systemic risks
- Asset allocation strategy to accommodate the return of inflation
- Current buying opportunities in value investing
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Jesse has been managing money for over 20 years. He 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 moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.
