On Monday I had first time guest Jesse Felder on the podcast to cover a bunch of different things going on in financial markets. We talked about his view on a commodities supercycle, and why he finds energy particularly attractive currently. We also talked currencies, passive investing, real estate, and several other topics. It was a fun conversation, and for investors with views that are outside of the consensus, it might be interesting. You can find Jesse at his website, The Felder Report, and on Twitter and Bluesky.

Podcast Summary

* Energy, and his thoughts on gold to oil being at extreme levels.

* Which pockets of the market are seeing insider buying.

* Why he thinks we are in a commodities supercycle.

* Oil equities being more attractive than natural gas at current levels.

* Gold and the miners, and why we might see a pullback in gold in the next 3-6 months.

* His view on why the dollar is currently overvalued relative to other currencies.

* How cheap commodities are relative to stocks and bonds, and how long a commodities cycle might last.

* How passive and other forms of investing distort financial markets.

* Active management making a comeback in the next several years.

* Why we could see stagflation moving forward from here.

* The path for interest rates, the potential for yield curve control, and where real estate might be headed over the next several years.

* Book Recommendation: The Confidence Map by Peter Atwater.

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