James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed's shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues.
NB: The guest is outspoken on certain political beliefs discussed here. These views are not necessarily shared by the host or the Contrarian Investor Podcast more generally.
- The Federal Reserve is expect to cut 200 basis points off of interest rates when all is said and done. The reality should fall well short of that measure... (1:37);
- The US is economy growing in aggregate. Pain points are felt among lower socio-economic classes (4:44);
- The major change will not come from a major shift in monetary policy but what happens fiscally, with the November election (9:16);
- How to trade a Republican sweep? There's an acronym: T-R-U-M-P (10:54);
- Many companies have taken advantage of cheap labor supplied by illegal immigration. Their stocks will suffer once this is rolled back... (15:31);
- AI is real. Productivity gains will be massive (17:44);
- Crypto discussion. The best opportunity for bulls may to bet on lower volatility for Bitcoin... (22:47);
- Background on the guest (28:33);
- Azoria's first ETF will be called the Meritocracy Fund. The strategy (33:38);
- Another opportunity: Argentina (43:18)
- Website: AzoriaPartners.com;
- Substack: HeadofMacro.com;
- X: @j_fishback;
- LinkedIn: Azoria-Partners
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