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.

• 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

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...

• 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).

• Website: Verecan.com;
• Podcast: Barenaked Money;
• LinkedIn.

Chad Olivier of Baton Rouge, La.-based The Olivier Group joins the podcast to discuss his view of markets and why he is bullish about bonds and technology stocks.

• The view of the bond market has changed with the Fed (1:18)
• The Olivier Group started adding bond exposure through ETFs in the first quarter and expects to add to it... (3:18);
• The 10-year yield should drop to the 3% range "by this time next year" (4:43);
• Small caps have recovered lately but the guest is less bullish there (9:31);
• Technology stocks are much better positioned than in previous cycles (10:56);
• Municipal bonds may also present an opportunity... (15:41);
• Background on the guest (20:05);
• Oil markets could present another opportunity, especially large cap, dividend-paying companies (23:58);
• The political outlook and its impact on markets (25:51).