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Fed’s Next Move, Trump 2.0, Opportunities in AI, Argentina (Szn 6, Epsd 15)Podcast episode cover art featuring James Fishback

Fed’s Next Move, Trump 2.0, Opportunities in AI, Argentina (Szn 6, Epsd 15)

Published September 10, 2024

With James Fishback, Azorio Partners

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.

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 About the Guest

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Economic Data Pointing in Right Direction, for Now (Szn 6, Epsd 14)Podcast episode coverart

Economic Data Pointing in Right Direction, for Now (Szn 6, Epsd 14)

Published August 21, 2024

Feat Colin White, Verecan Capital

Colin White of Verecan Capital Management joins the podcast to discuss his views on the economy and why he considers the likelihood of a ‘soft landing’ to have increased…

This podcast was recorded on Wednesday, Aug. 14, 2024 and made available for premium subscribers the following day. More information on premium subscriptions is avalailable on our Substack page..

Content Highlights

  • Economic indicators are pointing to increased chances of a ‘soft landing’… (1:10);
  • The Federal Reserve (and other central banks) have ‘bullets in their gun’ in the form of interest rate cuts, should the need arise. Another reason for confidence (3:27);
  • Employment numbers are the most important datapoint to watch right now (6:41);
  • The Age of Finfluencers and dangers it has wrought (14:32);
  • Central banks have a responsibility to act in the best interests of the general public. If they stray from that responsibility, the structure that governs central banks can change (19:29);
  • Background on the guest (23:31);
  • No, real estate is not always a good investment (34:11);
  • AI discussion (37:41).

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Gold Prices Set to Move (Even) Higher: Dana SamuelsonCover image, Season 6, Episode 12 Podcast

Gold Prices Set to Move (Even) Higher: Dana Samuelson

Published July 25, 2024

Dana Samuelson, president of the American Gold Exchange, joins the Contrarian Investor Podcast to discuss why gold prices are set up to rally further — even after a 20% rise so far this year.

Content Highlights

  • Gold is trading right near all-time highs. Can there really be more room for upside? (1:48);
  • One thing missing from the equation for still higher gold prices is interest rate cuts… (3:36);
  • Another thing missing is fear in the market (5:07);
  • Gold has rallied 20% so far this year. A Fed rate cut will supply another 10%. $3000/oz. gold is in sight… (8:36);
  • What of the argument that there’s no tangible use for gold? (11:20);
  • Why gold coins are preferable to bars (14:30);
  • Background on the guest (19:39);
  • Quarters and dimes vintage 1964 are 90% silver (26:40);
  • View on digital currencies and Bitcoin. There is a place for it… (33:20);
  • How much of one’s portfolio should be earmarked for gold and precious metals? (37:15)

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