Jesse Felder: This is the Type of Setup You Look For as an Investor

This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comA GoldFix- Competent Investor Joint PresentationTom Bodrovics sat down with Jesse Felder, founder, editor, and publisher of The Felder Report, for a wide-ranging discussion on oil, market sentiment, AI, and where investors may be missing the real opportunity.The conversation focused on the sharp disconnect in today’s energy market. Jesse discussed how oil inventories have fallen toward historic lows while institutional investors remain deeply bearish on the sector. That gap between fundamentals and positioning, he argued, may be one of the most important signals in markets today.They also covered the potential impact of depleted strategic petroleum reserves, future demand for oil, and the geopolitical backdrop that could continue to pressure supply. Jesse explained why energy may still be undervalued even after a strong five-year run, especially as investor attention remains concentrated on AI and a narrow group of technology stocks.The discussion also touched on cash flow, capital discipline, and the broader risk of investors chasing the most crowded parts of the market while ignoring sectors with improving fundamentals.For viewers looking to better understand today’s market setup, Jesse brings a seasoned, contrarian perspective shaped by years in hedge funds, research, and publishing.Tom BodrovicsJesse Felder