Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward.
They also talk about how it's impacting fixed income, equities, and Bitcoin. Plus how the U.S. might navigate things from here and what's expected ahead.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
04:14 - How MAG 7 dynamics differ from MAGA trade policies
04:48 - Insights from the Street on where equities and crypto are headed
14:07 - How the U.S. dollar contributed to structural trade imbalances
14:49 - Why China's bond selloff may be a response to U.S. tariffs
15:56 - The potential size of the “boggie” in market selloffs and debt
16:23 - Ray Dalio’s framework for understanding today’s deeper economic shifts
16:41 - The case for the end of globalism and what replaces it
23:42 - Why Elon Musk might be at odds with his economic circle
28:02 - What tariffs mean for inflation and the bond market
36:19 - The role of Dollar Stablecoins in the evolving financial system
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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