Inside The Legal Battle That Has Captivated The Hedge Fund World | James Fishback

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Views expressed by James Fishback in this interview are solely his own and do not necessarily reflect the views of Jack Farley, Forward Guidance, Blockworks, or any other associated parties.

Although the title “head of macro” plays a central role in this ongoing legal dispute, James Fishback notes in this interview that his complaint also concerns his role in Greenlight’s macro returns during his employment. Recorded the evening of May 22, 2024.

James Fishback vs. Greenlight Capital: https://assets.bwbx.io/documents/user...
Greenlight Capital vs. James Fishback:
https://assets.bwbx.io/documents/user...
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Timestamps:
00:00 Introduction
06:31 Job Offer And Title
12:54 When Did James First Consider Himself To Be The Head of Macro?
20:44 Greenlight's Two Loans To Fishback (Totaling $337,346.12 Before Accrued Interest, Totaling $345,698.65 After Accrued Interest)
24:11 Van Eck Ad
24:51 How To Define "Running Macro Investing"
31:27 Written Evidence Of Greenlight Employees Referring To James As The "Head Of Macro"
50:38 James Considers David Einhorn's "Tweet Heard Round The World" an "Insult" And "A Lie"
57:15 Fishback: "I've Always Had The Itch To Be Entrepreneurial"
58:27 James' Resignation From Greenlight In Early August 2023
01:02:46 Fishback: A Billionaire Demanding That A Public University Take Down Content From A Student Organization Is A "Flagrant Violation Of The First Amendment"
01:03:46 Political Differences Between James Fishback And David Einhorn
01:10:40 James Fishback's Market Views: The Fed's "Lemonhead Problem"
01:14:30 Fishback: Fixed-Rate Liabilities And Floating-Rate Assets Means Fed's Interest Rate Hikes Have Actually Been Net Stimulative
01:19:40 Higher For Longer
01:27:28 Why James Thinks Donald Trump Will Win The 2024 Presidential Election
01:35:31 James' Bullish View On USD / JPY (Taking Advantage of Forward Curve)
01:42:35 Fishback's View Of U.S. Stock Market, AI, And Microsoft
01:47:00 Options & Path Dependency
01:48:52 View On Long-Term Bonds (Duration)

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.