We Study Billionaires - The Investor’s Podcast Network BTC229: Trump Tariffs, Market Chaos, Bitcoin Impact w/ James Lavish
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Apr 9, 2025 
In this engaging discussion, Wall Street veteran James Lavish shares his insights on tariffs under Trump and their reverberations across markets. He highlights how these tariffs create game theory scenarios impacting equities, fixed income, and Bitcoin. Lavish also addresses global trade imbalances, China’s bond selloff, and the end of globalism. Additionally, he examines why inflation hurts lower-income individuals and discusses Bitcoin's emerging role as a hedge in today’s chaotic economic landscape.
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The Bass Family's Fort Worth Strategy
- The Bass family, the wealthiest in Fort Worth, let downtown property values decline before buying them up.
- They created Sundance Square after this calculated move.
Trade Deficit and Dollar Dominance
- The US trade deficit is largely due to dollar dominance and other countries arbitraging the dollar's value.
- This has led to the gutting of US manufacturing and the export of inflation.
Tariff Negotiation Tactic
- Trump's tariff strategy seems to be a negotiation tactic, aiming to bring countries to the table.
- This approach may be risky given the short political timeline.