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.

This podcast was recorded on Sept. 4 and was being made available to premium subscribers that same day. More information about premium subscriptions is available here. 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.   Content Highlights

• 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)

More Information on the Guest

• Website: AzoriaPartners.com;
• Substack: HeadofMacro.com;
• X: @j_fishback;
• LinkedIn: Azoria-Partners