

273: James Fishback - THIS TIME It’s Different…or Is It
18 snips Jan 10, 2024
James Fishback, former Head of Macro at Greenlight Capital, discusses fresh perspectives on the economy and markets, the ineffectiveness of interest rate hikes by the Fed, the difficulty in bringing down inflation, investing in AI, and the US economy outlook for 2024.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 5min
Fresh Perspectives on the Economy and Markets
04:53 • 13min
The Metaphor of Lemon Head Candies and the Fed-Economy Relationship
18:03 • 4min
The Ineffectiveness of Interest Rate Hikes and the Jelly Donut Hypothesis
22:01 • 7min
Fed's Difficulty in Bringing Down Inflation
29:28 • 17min
Investing in AI
46:40 • 14min
US Economy Outlook for 2024
01:00:24 • 5min