Podcasts Business Investing Top Traders Unplugged SI29: Can Value Investing be applied to Gold? and Trend Following as a forecasting tool ft. Jesse Felder

SI29: Can Value Investing be applied to Gold? and Trend Following as a forecasting tool ft. Jesse Felder

Published: March 30, 2019, 11:12 p.m.

In this episode, we\u2019re joined by special guest, Jesse Felder, from The Felder Report & the SuperInvestor Podcast.  Jesse describes his journey into the markets, if he uses Trend Following strategies in his portfolio, why he thinks we\u2019re in a Bear Market, and in the middle of a major \u2018topping process\u2019, what he thinks about Passive Investing, his go-to timing tools, and if Value Investing can be applied to non-equity markets such as Gold.  We also ask Jesse: does he use the VIX index for hedging? What is a normal day is like for him?  Jesse tells us why he considers Trend Following a good forecasting tool, gives us his thoughts on predicting versus reacting to price moves, and also lets us know what he\u2019s currently reading.

-----

EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool

-----


Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT\u2019s TRUE ? \u2013 most CIO\u2019s read 50+ books each year \u2013 get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book \u201cTen Reasons to Add Trend Following to Your Portfolio\u201d here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Episode TimeStamps:

00:00 \u2013 Intro

01:50 \u2013 Weekly review of performance

05:20 \u2013 Jesse reviews his background/influences

08:00 \u2013 Jesse describes his process

12:45 \u2013 Question from Francois: Would Jesse discuss his view we\u2019re in/entering a bear market?

19:30 \u2013 Jerry asks Jesse\u2019s opinion on passive indexing

25:40 \u2013 Niels asks how float reduction impacts passive investing

28:00 \u2013 Jerry asks if ZIRP impacts valuation-based investing

30:10 \u2013 Niels asks Jesse how a transition to an inflationary environment will impact investing

34:40 \u2013 Moritz asks if/how Jesse applies the value approach to all asset classes

36:50 \u2013 Moritz asks if Jesse trades the VIX or otherwise hedges tails

Book reference: The Tao of Capital by Spitznagel

40:10 \u2013 Jerry...