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Ep674: Jesse Felder – Don’t Rationalize a Lousy Trade

By Andrew Stotz | 04/19/2023 | 0

After starting his career at Bear Stearns and then co-founding a multi-billion-dollar hedge fund firm, Jesse Felder left Wall Street to focus his energies on research and writing. Today he publishes The Felder Report and hosts the Superinvestors podcast.

ISMS 19: 5% March 2023 CPI Could Fall to 4% By Year-End; If Oil Doesn’t Fly

By Andrew Stotz | 04/17/2023 | 0

An oil price surge would push end-2023 slightly higher than 4%, but only slightly because it takes a few months for an oil price rise to impact CPI. A US recession could quickly bring CPI below 4%.

Ep673: Sachi Wickramage – Target the Customer With the Problem at Scale

By Andrew Stotz | 04/17/2023 | 0

Sachi Wickramage is the Co-founder, COO & CPO of i4T Global, a disruptive Field Service Management ecosystem.

ISMS 18: Dave Collum – What Makes Your Investments Good or Bad

By Andrew Stotz | 04/14/2023 | 0

In this episode of Investment Strategy Made Simple (ISMS), Dave joins Andrew again as he shares more about his good and bad investments, among other things.

Ep672: Vincent Deluard – Know the Difference Between a Trade and an Investment

By Andrew Stotz | 04/13/2023 | 0

Vincent Deluard is the global macro strategist for StoneX Group Inc., where he authors weekly commentary on global macro topics and advises pension funds on asset allocation.

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