In this episode of Kontrarian Korner, Ben Kelleran interviews Jesse Felder, author of the Felder Report, about various market topics. They discuss the energy sector, particularly oil, with Felder highlighting Warren Buffett's investment in Occidental Petroleum as a contrarian indicator. The conversation extends to gold, natural gas, and the potential for a commodities supercycle, with Felder suggesting overweighting energy relative to precious metals. They also delve into the long-term path for interest rates, the potential for a debt crisis, and the overvaluation of the dollar. Felder expresses a bearish view on the AI bubble and real estate, anticipating a challenging period ahead, and recommends Peter Atwater's "The Confidence Map" for understanding market sentiment.
