『Superinvestors and the Art of Worldly Wisdom』のカバーアート

Superinvestors and the Art of Worldly Wisdom

Superinvestors and the Art of Worldly Wisdom

著者: Jesse Felder
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Jesse Felder worked for the largest firm on Wall Street, co-founded a multi-billion-dollar hedge fund firm and has been active in the markets for over 25 years. This podcast is his journey to talk with a number of superinvestors who have been an inspiration to him in an effort to understand what makes them so successful in the financial markets and in life.All rights reserved 経済学
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  • #59: Vincent Deluard On The Paradigm Shift In Markets
    2025/05/21

    More than anyone else I have read, Vincent Deluard has accurately and consistently described in real time the paradigm shift that has taken place in markets in recent years and how it affects the major asset classes that matter most to investors. His macro calls on things like the trends in inflation and the economy have not only been out of consensus, they've been unusually accurate. In this discussion, Vincent shares the fundamentals of his unique approach to macro analysis and how he is putting it to best use today to make sense of the rapidly changing economic environment. For notes and links related to this episode, including Vincent's latest research report, visit TheFelderReport.com/podcast.

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    1 時間 8 分
  • #58: Peter Atwater On The Great Confidence Divide
    2025/05/06
    There are very few truly unique thinkers in the world and almost none of them regularly train their gaze on Wall Street. Peter Atwater is one of those rare few. Whenever a major news story hits the tape, it’s Peter’s opinion I look to to begin to understand what it means for markets and the world because of the grounded and clear-headed insight he brings to the table. Recently, Peter published a new book (The Confidence Map) that does a far better job of making sense of the world today than anything else I have read. For notes and links related to this episode visit TheFelderReport.com/podcast.
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    58 分
  • #57: Asif Suria On The Virtues Of Event-Driven Investing
    2023/06/21
    This episode is long overdue. I've been following the work of Asif Suria for over a decade now and it has proven to be one the best sources of investment ideas I have come across. Asif tracks and writes about everything from predictive insider trading patterns to "ubercannibals," or companies that consistently use excess free cash flow to buyback significant amounts of stock over long periods of time. Profit opportunities created by corporate actions such as risk arbitrage and spinoffs are also featured prominently in his work. Essentially, Asif is a classic value investor in search of a catalyst and, as he consistently demonstrates at his website InsideArbitrage.com, event-driven catalysts can be some of the most effective means to realizing hidden value in the stock market. So it is my true pleasure to finally introduce you to my friend, Asif Suria. For notes and links related to this episode visit TheFelderReport.com.
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    1 時間 8 分

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