This episode's guest is James Fishback. He recently had a high profile (and highly meme'd) exit from David Einhorn's Greenlight Capital.  He's moved past the 'head of macro" controversy, and is now focused on building his next venture, Azoria Capital.

This episode James shares his insights on the current state of the macro economy, including his thoughts on U.S. inflation and the Federal Reserve's monetary policy. We discuss actionable investment strategies around macro trends and what James has been paying attention to this year. 

We dive into what this year's election means for the economy and the differences between Trump and Biden, highlighting their contrasting economic policies.

Lastly, we discuss Azoria Capital and how James is creating an investment vehicle that targets companies that are using a merit based approach vs the recent trends of embracing ESG and DEI.  

Hope you enjoy the show!

James' Twitter: https://x.com/j_fishback
.
.
Timestamps:
00:00:00 - Intro
00:01:59 - Guest’s Introduction
00:02:04 - James' Social Media Success
00:03:00 - The Importance of Open Debate
00:05:29 - Investing in Macro Themes
00:12:49 - The Impact of Fiscal Stimulus on Inflation
00:18:42 - The Role of the Federal Reserve
00:22:46 - Rate Hikes and Their Effects
00:25:09 - The Fed's Lemonhead Problem
00:27:16 - Rate Hikes and Their Real Impact
00:29:12 - The Impact of Rate Hikes on Wealth
00:32:41 - The Importance of Focusing on Shareholders
00:36:32 - The Process of Assessing Companies
00:37:23 - The Shift in Corporate Priorities
00:41:01 - Energy Transition and Green Investments
00:42:20 - Government Intervention in Energy Transition
00:44:48 - Consumer Choice in Energy Transition
00:45:39 - Free Market and Electric Vehicles
00:48:35 - Policy and Politics Discussion
00:50:04 - Potential Impact of Administration Change
00:56:56 - What is Azoria

#jamesfishback #maxgagliardi #uselections2024 #energy #trump #biden #usinflation