In this episode, I host Preston Pysh and James Lavish for a high-signal conversation about the economic chaos unfolding in the U.S. and around the globe.

From Trump’s aggressive tariffs to the collapse of bond market confidence, we explain what’s really behind market volatility—and where Bitcoin fits into the emerging financial order.

You can follow James and Preston on X:

https://x.com/jameslavish

https://x.com/PrestonPysh

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

TIMESTAMPS

00:00 – Intro: From Lurker to Host

01:26 – Trump, Tariffs & Market Reaction

05:52 – What Tariffs Really Mean for Consumers

10:06 – Manufacturing Myths & Reindustrialization Timelines

13:27 – AI, Robotics, and White Collar Collapse

16:32 – Petrodollar Breakdown & Trade Deficit Truth

20:57 – Ten-Year Treasuries and Market Distortion

28:17 – China’s Retaliation & Rare Metals

35:10 – Massive U.S. Debt & Refinancing Doom

43:26 – The $1 Trillion Hedge Fund Basis Trade

46:06 – 1998 Flashback: LTCM and Today’s Parallel

50:22 – “Not QE” and the Fed’s Backdoor Bailouts

54:11 – Yen Carry Trade & Currency Arbitrage Breakdown

58:02 – Bitcoin Bonds as a Sovereign Debt Solution

01:02:10 – What Happens Next? Market Confidence and the Path to Bitcoinization

01:08:21 – Bitcoin's adoption curve and the future of institutional investment.

01:15:41 – Economic risks of tariffs and the need for market stabilization.

01:24:14 – Federal Reserve's role, yield curve control, and moral hazard debates.

01:32:52 – Comparing 2008 bailouts to current policies and systemic risks.

01:39:50 – Liquidity cycles, volatility, and their impact on markets.

01:48:05 – Bitcoin ETF adoption and institutional investment trends.

01:54:45 – Closing thoughts and future outlook for Bitcoin and the economy

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

CONNECT WITH ARCHIE

› Instagram - @Btc.Archive

› X/Twitter - @ArchieX__ // @BTC_Archive

FILMED AND EDITED BY HELIAND

› X: @heliand_22

› Instagram: @heliand_22

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Trump Tariffs, Bitcoin, U.S. Debt Crisis, Market Volatility, Treasury Yields, Re-industrialization, AI and Robotics, Petrodollar System, Global Reserve Currency, Financial Crisis, Basis Trade, Liquidity Cycles, Federal Reserve, Yield Curve Control, Moral Hazard, Institutional Investment, Bitcoin ETFs, Economic Policy, Global Trade

Thanksgiving Day Special: We Each Talk About An Episode That Stuck With Us

Why Should I Trust You?

Tom praises Maha conversation #6

The AI-powered Podcast Player