#174 James Lavish On The Debt Spiral: They’re Going To Print So Much Money It’s Going To Shock You

The Julia La Roche Show

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17d ago 43:40

MP3•Bölüm sayfası

"Reformed" hedge fund manager James Lavish, the author of The Informationist newsletter and founder/managing partner of The Bitcoin Opportunity Fund, joins Julia La Roche on episode 174 for a wide-ranging discussion on macro, the pockets of recession especially in the private sector, and a deep dive into the debt problem in the U.S.

Links:

Twitter/X: https://x.com/jameslavish

The Informationist: https://jameslavish.substack.com/

The Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/

Timestamps:

0:00 Intro and welcome James Lavish

1:00 Macro view

2:30 Pockets of recession, fiscal dominance, inflation

5:08 Highly manipulated numbers, CPI

10:30 Deficit spending and the economy

12:40 Debt spiral and why the U.S. is a ‘zombie’

17:20 They’re going to print so much money it’s going to shock people

19:50 U.S. Treasuries

28:15 Stagflation

30:00 Dallas Fed survey: recession red flag?

35:00 The government will continue to recklessly spend

37:03 FOMC and jobs

40:50 Parting thoughts, asset allocation

178 bölüm

#Trading #Business #Julia La Roche