Jesse Felder says don’t bet on a V-shaped recovery. In this interview with Maggie Lake, the author of The Felder Report lays out his macro thesis and offers suggestions on what might work for your portfolio. As we move from an era of disinflation to higher structural inflation, Felder sees real assets such as commodities, TIPS, and some real estate as potential winners. In Felder’s view, what worked in the past won’t work in the future. Still, though the Nasdaq Composite has had its worst month in October since the Global Financial Crisis, he’s not completely bearish on technology. Tune into this compelling conversation to find out why. Recorded on October 26, 2022.