#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

Julia La Roche द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Julia La Roche या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

7M ago 43:40

MP3•एपिसोड होम

"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

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