Superinvestors and the Art of Worldly Wisdom

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.

Episodes

#59: Vincent Deluard On The Paradigm Shift In Markets

May 21, 2025 • 68 mins

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 fundamen...

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#58: Peter Atwater On The Great Confidence Divide

May 6, 2025 • 58 mins

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 d...

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#57: Asif Suria On The Virtues Of Event-Driven Investing

June 21, 2023 • 67 mins

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 b...

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#56: Joseph Wang On How The Fed Forever Altered The Investing Landscape

June 7, 2023 • 63 mins

My guest for this episode is Joseph Wang. Joseph is one of the most knowledgeable people I’ve come across when it comes to the world of central banking and how it intersects with markets. His experience on the open markets desk at the New York Fed gives him unique insight into the inner workings of the financial system and how it has evolved in recent years. In this episode we discuss the shift in both monetary and fiscal policy ov...

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#55: Ben Hunt On The Big ’Bust Out’

May 24, 2023 • 66 mins

My guest for this episode is Ben Hunt. This is Ben’s second appearance on the podcast. I had the pleasure of first interviewing him a few years ago and if you are not familiar with his work, I encourage you to go listen to that episode in which he discusses his background and the key concepts he utilizes in analyzing markets. It’s not at all necessary but his framework is truly fascinating and will give you a deeper understanding o...

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#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity

September 14, 2022 • 64 mins

Variant Perception is an investment research firm founded on the idea that man plus machine beats machine (or man) alone. In an era dominated by passive investing and other purely quantitative strategies with relatively short look back periods on the one hand and rampant speculation in meme stocks and other moon shots on the other, nothing could be more contrarian and perhaps more valuable than taking a more thoughtful approach gro...

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#53: Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money

August 24, 2022 • 67 mins

Known as "one of the greatest financial historians alive," Edward Chancellor has been working in the markets for three decades now; his study of finance theory, speculative bubbles and economics goes back even further. 'The Price of Time,' Edward's latest book, is clear evidence of his passion for the subject of financial history and his ability to convey the key concepts in an effective and uniquely entertaining way. The book does...

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#52: Fred Hickey On ’Keeping Your Head When All About You Are Losing Theirs’

May 11, 2022 • 83 mins

For over 35 years now, Fred Hickey has consistently performed in-depth research into a wide variety of individual stocks and what drives them over the full market cycle. What's more, during that entire span he's distilled his findings into concise and actionable research for subscribers to his newsletter, The High Tech Strategist. In the process, he's earned a reputation among loyal readers for being both a beacon of true value at ...

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#51: Diego Parrilla On The Three Levels Of The Investment Game

April 13, 2022 • 90 mins

This is the third conversation with Diego Parrilla I have published as a podcast but the fourth time I have actually recorded a discussion of ours. The first time Diego was kind of enough to share many of the facets of his investment process, I found only afterwards that, due to a technology issue, the audio recording was sadly unusable. So I was very glad to prevent the possibility of another such mishap by having this conversatio...

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#50: Kiril Sokoloff On The Virtues Of Just Watching The River

March 30, 2022 • 49 mins

For long-time Superinvestors listeners, Kiril Sokoloff needs no introduction. Last summer, he was kind enough to host me at his home in Sun Valley, Idaho where we discussed much of the framework that makes up the foundation of Kiril's research and investment process. In this conversation, he shares how he applies this framework to the inflation debate and the most meaningful conclusions he has reached as a result of this process. M...

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#49: Todd Harrison On The ’Trade Of A Lifetime’

November 4, 2021 • 61 mins

Todd Harrison is truly one of the good guys on Wall Street. After a career that took him from the Morgan Stanley options trading desk to running a major hedge fund and then starting a financial media business, Todd founded CB1 Capital several years ago. The firm, an investment adviser and manager, was born out of Todd's belief in cannabis as a relatively untapped source of wellness and as an investment opportunity. After a 9-month ...

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#48: Jim Stack On Charting A Course Through Stock Market Rapids

July 28, 2021 • 74 mins

Jim Stack has been assiduously studying markets in an effort to develop and hone a full-cycle investment discipline since he was first introduced to stock market risk back in the 1973-74 bear market. That experience instilled in him the modicum of skepticism needed to successfully navigate major market turning points, both tops and bottoms, as well as an infectious enthusiasm for investment research that still drives him today. It ...

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#47: David Hay On Balancing Risk Management With Timely Opportunism

July 21, 2021 • 63 mins

David Hay has been managing money for over 40 years using a tried and true approach steeped in classic value investing paired with an appreciation for technical analysis that can only be developed through vast experience in the markets. What's more, David also has a unique ability to balance a healthy respect for risk management with an openness to opportunities that arise. This has allowed him and his firm, Evergreen Gavekal, to t...

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#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry

July 7, 2021 • 56 mins

For over half a century now, Kiril Sokoloff has not only identified in advance the most significant trends and innovations driving the markets and economy, he has also pinpointed the most attractive investment opportunities afforded by them. As a result, his firm, 13D Research, has become one of the most respected and influential services among institutional investors around the world. In this conversation (recorded in Sun Valley, ...

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#45: Michael Oliver On The ’Massive Momentum Structure’ In The Stock Market

June 30, 2021 • 56 mins

One thing I try to do with this podcast, is to find people who are taking a truly unique approach to analyzing the markets, those taking the "financial road less traveled," as I like to call it. Well, Michael Oliver is surely one of those. There is traditional technical analysis, the study of charts which has been around for as long as markets, and then there is Michael's, "momentum structural analysis," which is an entirely origin...

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#44: Julian Brigden On The Fed’s ’Impossible Trinity’

June 23, 2021 • 67 mins

Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inflation and the dollar to the most popular manias in the stock market, he carefully studies inter-market relationships and correlations to come up with a framework grounded in real data rather than arcane theories and formulas. This practical and highly-refined approach has served him well for t...

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#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’

April 21, 2021 • 71 mins

It was just over two years ago Diego Parrilla first joined me on the podcast to discuss his framework for analyzing financial bubbles and what he calls, "antibubbles." You may have noticed that the topic of bubbles and antibubbles has come up in both of my recent interviews with James Davolos, on the topic of inflation, and Adam Rozencwaig, on the mania in green energy stocks. Considering how relevant Diego's framework is to the cu...

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#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks

March 10, 2021 • 57 mins

Back in October of last year, I had the pleasure of discussing the "generational opportunity in energy stocks" with Leigh Goehring. At the time, he made a very compelling investment case for the energy sector and, in just the five months since then, it has nearly doubled in value. Leigh and his firm still believe energy offers compelling value but to truly appreciate it, it helps to also understand the related bubbles in both renew...

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#41: James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation

February 24, 2021 • 65 mins

Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will the massive fiscal stimulus and money printing of the past year or so, paired with shifting trends in global trade and demographics, result in a secular shift in the disinflationary paradigm we have seen for the past 40 years? To try to answer this question and to better understand how to protect one's finances should inflation rear its ugl...

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#40: Grant Williams On Focusing On What’s Important

February 10, 2021 • 64 mins

Since starting his newsletter roughly a decade ago and then founding RealVision a few years later, Grant Williams has established himself as one of the preeminent creators and curators of financial wisdom in the world. His keen yet conversational interviews with some of the most interesting thinkers in the financial field have inspired investors of every ilk all around the globe and his monthly writings are widely considered invalu...

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Superinvestors and the Art of Worldly Wisdom

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}#59: Vincent Deluard On The Paradigm Shift In Markets

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}#58: Peter Atwater On The Great Confidence Divide

#57: Asif Suria On The Virtues Of Event-Driven Investing

#56: Joseph Wang On How The Fed Forever Altered The Investing Landscape

#55: Ben Hunt On The Big ’Bust Out’

#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity

#53: Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money

#52: Fred Hickey On ’Keeping Your Head When All About You Are Losing Theirs’

#51: Diego Parrilla On The Three Levels Of The Investment Game

#50: Kiril Sokoloff On The Virtues Of Just Watching The River

#49: Todd Harrison On The ’Trade Of A Lifetime’

#48: Jim Stack On Charting A Course Through Stock Market Rapids

#47: David Hay On Balancing Risk Management With Timely Opportunism

#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry

#45: Michael Oliver On The ’Massive Momentum Structure’ In The Stock Market

#44: Julian Brigden On The Fed’s ’Impossible Trinity’

#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’

#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks

#41: James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation

#40: Grant Williams On Focusing On What’s Important

Popular Podcasts

#59: Vincent Deluard On The Paradigm Shift In Markets

#58: Peter Atwater On The Great Confidence Divide