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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Live in 225 and Organic Chat are Cal Poly San Luis Obispo student-produced podcasts bringing education about organic farming to everyone.
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#59: Vincent Deluard On The Paradigm Shift In Markets
1:08:17
1:08:17
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1:08:17More 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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In this episode, Dr. Matthew Grieshop sits down with Amanda Felder!By Dr. Matthew Grieshop
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#58: Peter Atwater On The Great Confidence Divide
58:01
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58:01There 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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Organic Odyssey: Episode 9: Jo Ann Baumgartner
35:19
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35:19In 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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Organic Odyssey: Episode 8: Scott Renteria and Danny Lee
39:48
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39:48In 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 this episode, Dr. Matthew Grieshop sits down with John Mckeon.By Dr. Matthew Grieshop
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Organic Odyssey:Episode 7: Kim Hatfield and Jesse Beckett Parr
42:01
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42:01In 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 this episode, Dr. Matthew Grieshop sits down with Max Eatchel.By Dr. Matthew Grieshop
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Organic Odyssey:Episode 6: Tik Tok Myths Busted!
38:18
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38:18In 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 this episode of Organic Chat, Dr. Matthew Grieshop sits down with Russ Kabaker.By Dr. Matthew Grieshop
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Organic Odyssey: Episode 5: Patrick Baur and Joelle Mosso
39:04
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39:04In 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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Organic Odyssey : Episode 4: Jason Miller
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45:57In 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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Organic Odyssey: Episode 3: Dr Moses Mike
36:34
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36:34In 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 this episode of Organic Chat, Dr. Matthew Grieshop sits down with student Ria Chhabra to discuss her role at the center and all things organic!By Dr. Matthew Grieshop
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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 this episode, Dr. Matthew Grieshop sits down with third year Amanda Kidd, who recently took on the position of the Centers Social Media Director. To discuss all things social media and her new found understanding for the world of organic agriculture.By Dr. Matthew Grieshop
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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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In this episode, Dr. Matthew Grieshop sits down with Brandon Sanders, the newest Cal Poly Organic Farm manager at the Grimm Family Center for Organic Production and Research, to discuss Brandon's newest excitement for the farm's projects and his ability to work with and teach the students at the center.…
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In this episode, Dr. Matthew Grieshop sits down with one of the center's graduate students, Shane Egerstrom, to discuss his current research project.By Dr. Matthew Grieshop
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Organic Chat: Part 8 : Megan Widle and Una O'Connell
30:30
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30:30In this episode, Dr. Matthew Grieshop sits down with Megan Widle and Una O'Connell, two of the center's graduate students, to discuss their current research projects.By Dr. Matthew Grieshop
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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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Live in 225: Episode 9 - Organic vs Conventional
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54:43In 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 Organic Chat, Dr. Grieshop sat down with Cal Poly Organic Farm crew and research assistant Rowen Garcia for a chat about his time in Ecuador and his favorite parts of working on the farm. Thanks for joining us!By Dr. Matthew Grieshop
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Live in 225: Episode 8 - Hot Trends in Organics
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38:26In 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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Dr. Grieshop sits down for another quick organic chat with the Cal Poly Farm's Market Coordinator Jill Caggiano, who has been at Cal Poly for more than five years. Thanks for joining us!By Dr. Matthew Grieshop
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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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Dr. Matt Grieshop sits down for a quick Organic Chat with Mary Nascimento, a Cal Poly student, Organic Farm crew member, and the Organic Center's social media manager. Thanks for joining us!By Dr. Matthew Grieshop
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Episode 5: Organic Certification and Policy
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41:39
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41:39In 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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Organic Chat Part 3: Dr. Charlotte Decock
19:52
19:52
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19:52Dr. Matt Grieshop sits down for a quick Organic Chat with Dr. Charlotte Decock, the Organic Center's Soil Health and Fertility Specialist. Thanks for joining us!By Dr. Matthew Grieshop
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Episode 4: Organic Terms and Definitions
1:06:18
1:06:18
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1:06:18For 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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Dr. Grieshop sits down for a quick Organic Chat with Cal Poly Organic Farm crew member Moe Lee, who is a soon-to-be Cal Poly graduate. Thanks for joining us!By Dr. Matthew Grieshop
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Episode 3: Organic Agriculture Challenges
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46:00
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46:00For this episode, we sat down with Cal Poly Assistant Professor of Liberal Studies Dr. Amanda Frye and center Director Dr. Matthew Grieshop to discuss some challenges in organic agriculture as well as solutions to these problems. Thanks for joining us!By Dr. Matthew Grieshop
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Welcome to the first part of Organic Chat! In this episode, Cal Poly's Organic Farm Manager Kelly O'Neil talks with Dr. Matthew Grieshop about his views on organic agriculture, what excites him about working for the college, and more. Thanks for joining us!By Dr. Matthew Grieshop
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In this episode, our host Natalie Victorine discusses the reasons we're creating this podcast with Dr. Moses Mike and Dr. Erin Gorter of the Cal Poly Ag Communication and Education Department. Thanks for joining us!By Dr. Matthew Grieshop
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#57: Asif Suria On The Virtues Of Event-Driven Investing
1:07:56
1:07:56
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1:07:56This 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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#56: Joseph Wang On How The Fed Forever Altered The Investing Landscape
1:03:03
1:03:03
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1:03:03My 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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#55: Ben Hunt On The Big ’Bust Out’
1:06:18
1:06:18
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1:06:18My 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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#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity
1:04:13
1:04:13
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1:04:13Variant 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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#53: Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money
1:07:43
1:07:43
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1:07:43Known 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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#52: Fred Hickey On ’Keeping Your Head When All About You Are Losing Theirs’
1:23:48
1:23:48
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1:23:48For 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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#51: Diego Parrilla On The Three Levels Of The Investment Game
1:30:22
1:30:22
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1:30:22This 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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#50: Kiril Sokoloff On The Virtues Of Just Watching The River
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49:21For 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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#49: Todd Harrison On The ’Trade Of A Lifetime’
1:01:06
1:01:06
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1:01:06Todd 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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#48: Jim Stack On Charting A Course Through Stock Market Rapids
1:14:01
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1:14:01Jim 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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#47: David Hay On Balancing Risk Management With Timely Opportunism
1:03:37
1:03:37
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1:03:37David 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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#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry
56:55
56:55
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56:55For 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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#45: Michael Oliver On The ’Massive Momentum Structure’ In The Stock Market
56:15
56:15
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56:15One 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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#44: Julian Brigden On The Fed’s ’Impossible Trinity’
1:07:05
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1:07:05Julian 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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#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’
1:11:13
1:11:13
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1:11:13It 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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