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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.
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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 consen…
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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 …
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In the last episode of Season 2 of the Organic Odyssey, Host Emery Pura and step in Co-Host Katie Cook, sit down with panelist Dr. Matt Grieshop, Jo Ann Baumgartner. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a program of the USDA Organic Transition …
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In the eighth episode of Season 2 of the Organic Odyssey, Step in Host for the day Amanda Kidd and Co-Host Katie Cook, sit down with panelist Dr. Matt Grieshop, Scott Renteria and Danny Lee. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a program of the…
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In the seventh episode of Season 2 of the Organic Odyssey, Host Emery Pura and Co-Host Amanda Kidd, sit down with panelist Dr. Matt Grieshop, Kim Hatfield and Jesse Beckett Parr. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a program of the USDA Organi…
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In the sixth episode of Season 2 of the Organic Odyssey, Host Emery Pura and Co-Host Amanda Kidd, sit down with panelist Dr. Matt Grieshop. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a program of the USDA Organic Transition Initiative and is administ…
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In the fifth episode of Season 2 of the Organic Odyssey, Host Emery Pura and Co-Host Amanda Kidd, sit down with panelists Dr. Matt Grieshop, Patrick Baur and Joelle Mosso. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a program of the USDA Organic Trans…
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In the fourth episode of Season 2 of the Organic Odyssey, Host Emery Pura and Co-Host Amanda Kidd, sit down with panelists Dr. Matt Grieshop and special guest Jason Miller. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a program of the USDA Organic Tran…
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In the third episode of Season 2 of the Organic Odyssey, Host Emery Pura and Co-Host Amanda Kidd, sit down with panelists Dr. Matt Grieshop and Dr. Moses Mike. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a program of the USDA Organic Transition Initia…
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In the second episode of Season 2 of the Organic Odyssey, Host Emery Pura and Co-Host Amanda Kidd, sit down with panelists Dr. Matt Grieshop and Stan Pura. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a program of the USDA Organic Transition Initiative…
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In the first episode of Season 2 of the Organic Odyssey, Host Emery Pura and Co-Host Amanda Kidd, sit down with panelists Dr. Matt Grieshop, Moe Lee, and Mary Nascimento to discuss the Grimm Family Center for Organic Production and Research through a student perspective. This project is supported through the United States Department of Agriculture …
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Dr. Matt Grieshop sits down for a quick Organic Chat with Dr. Ashraf Tubeileh. With more than 50 scientific publications to his name, Dr. Tubeileh, a Ph.D. graduate in Agronomy, has significantly contributed to agricultural research and education through his roles at the Cal Poly Plant Sciences Department as a professor, supervisor of the Organic E…
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In the final episode of Live in 225, we discuss some key differences between organic and conventional farming with guest panelists Eric Morgan (Braga Fresh and Soil Health Lab LLC) and Gina Bella Colfer (Wilbur-Ellis). This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOP…
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In this episode of Live in 225, we discuss some rising trends in the organic sphere, including organic dog food, new regulations, and the constant improvement that comes with organic agriculture. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a program o…
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In this episode, we are joined by influencer Valeria Carrasco, who promotes organic agriculture, for a discussion of pop culture's relationship with organic agriculture. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a program of the USDA Organic Transit…
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In this episode, host Natalie Victorine sat down with Grimmway Farms' Vice President of Marketing David Bright to discuss all things bugs! This includes organic pest management, common bugs found in organics, and beneficial insects. We also hear from Cal Poly students about their understanding of organic bugs. This project is supported through the …
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In this episode, we sit down with Kelly Korman, a CCOF Livestock Certification Supervisor, to discuss all things organic certification and policy, including how these areas have progressed in recent years. This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnership Program (TOPP). TOPP is a…
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For this episode, we sat down with Dr. Matthew Grieshop and others to discuss some terms and definitions that are common in the organic agriculture industry. We also hear from Cal Poly students about their understanding of "organic". This project is supported through the United States Department of Agriculture (USDA) Transition to Organic Partnersh…
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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 s…
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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 rec…
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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 necess…
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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…
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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…
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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, h…
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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 v…
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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 deb…
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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 rela…
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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…
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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…
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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 ins…
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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…
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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 theori…
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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 …
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