Intro

 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.

BOOKS AND RESOURCES

• James’ X Account.
• James’ The Informationist Newsletter.
• James’ Bitcoin Opportunity VC Fund.
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