BTC158: Systemic Bond Issues & Bitcoin's Impact w/ James Lavish (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Intro
This chapter analyzes the concept of 'soft landings' in the market, inspired by a recent Bloomberg article. The speakers discuss the implications of this narrative on economic perceptions and its potential reflection of prevailing market conditions.
James Lavish joins Preston Pysh to help understand an interesting situation where we’re starting to see failed treasury auctions, enormous recessionary pressures building in the markets, along with a reverse repo facility that’s getting drained at a breakneck pace.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:08 - What is James currently seeing that's going to dominate the markets in 2024?
21:03 - What happened with the recent treasury auction tail that caused a 3 SD move in price action?
29:52 - What is fundamentally causing a poor auction like that to happen?
01:01:41 - What is something James is excited about in 2024?
01:03:55 - How does James see Bitcoin's performance in 2024 with such a macro situation playing out?
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- James on Twitter.
- James' Newsletter.
- James' VC Firm.
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