04.30.2019 - By Hedgeye Risk Management
In this installment of "In The Arena," host Daryl Jones is joined by Jesse Felder, publisher of The Felder Report and host of the Superinvestors podcast. Daryl and Jesse dig deep into several interesting and timely investing topics including:The backlash against Big Tech and how that’s broadened to target American-style CapitalismDeglobalization and the risk of inflationThe "Trade war" masking a global tech arms raceCurrent investable themes and favorite stock ideas