Kontrarian Korner #125 - Jesse Felder

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Kontrarian Korner #125 - Jesse Felder

Layers Of Leverage In The System & The Outlook For Different Asset Classes

Ben Kelleran

Jun 25, 2026

∙ Paid

Yesterday I had Jesse Felder back on the podcast. We covered his outlook for AI and data centers, including a couple stories that are similar to the old shoeshine boy story. He also laid out some of …

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