Fed to Trim Rather Than Cut Aggressively; Trump 2.0; Opportunities in AI, Argentina

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Fed to Trim Rather Than Cut Aggressively; Trump 2.0; Opportunities in AI, Argentina

With James Fishback, Azoria Partners

Sep 05, 2024

∙ Paid

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 is being made available to premium subscribers exclusively at this time. Free subscribers can listen to the eight-minute teaser clip.

Tickers discussed here include MSFT 0.00%↑ UBER 0.00%↑ LYFT 0.00%↑ DASH 0.00%↑ ARGT 0.00%↑ MAGS 0.00%↑

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Guest Feature

Each guest has a contrarian take on a current narrative in global financial markets. The guest is questioned and challenged on this thesis and asked to supply investments ie stocks and funds that may benefit -- with the understanding that this is not investment advice.

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