Jesse Felder makes his second appearance on Opto Sessions, having made his debut with Ed back in October. Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund headquartered in Santa Monica, California. Then in 2000, Jesse moved to Oregon, founding The Felder Report shortly after, and since his research has featured in major publications like The Wall Street Journal, Barron's, and Business Insider.Jesse and I spoke about an asset that has polarised opinion like no other – Bitcoin. Jesse presents a typically contrarian outlook for the long-term value of the cryptocurrency while recognising the speculative gains to be made now. Felder highlights intriguing investments in Energy, Commodities more broadly, and a potential pivot away from overvalued growth stocks toward real assets – you heard it here first!A link to Jesse's article on rampant speculation: https://thefelderreport.com/2021/02/03/the-index-of-the-volume-of-speculation-blows-off/And a link to a piece we reference during the interview, published on Variant Perception: https://www.variantperception.com/2021/02/17/the-next-commodity-supercycle ...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter