We Are Headed For A Deep Recession | Jesse Felder

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jesse Felder, author of The Felder Report. Felder argues that a strong dollar, severe interest rate spikes, and surging commodity prices indicate that a deep earnings recession is on the horizon.

Felder explains why he thinks a Fed pivot is likely and fleshes out his macro thesis on stocks, bonds, and precious metals. For details of Jesse’s actionable trade idea, you will have to listen in!


Follow Jesse: https://twitter.com/jessefelder

Follow Andreas: https://twitter.com/AndreasSteno

Follow Alfonso: https://twitter.com/MacroAlf

Follow Blockworks: https://twitter.com/Blockworks_

Subscribe To The Macro Compass: https://themacrocompass.substack.com/

Subscribe To Stenos Signals: https://andreassteno.substack.com/

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/



(00:00) Introduction 

(00:20) Top Stories Of The Week

(11:11) Feature Interview with Jesse Felder

(16:44) Is Inflation Here To Stay?

(19:16) What Will The Fed Ultimately Do?

(22:03) Political Pressures on Central Banks

(27:21) Jesse's Actionable Trade Idea

(39:57) Post Interview: Final Thoughts


Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Other Podcasts from our Network