Blue Collar Bitcoin

BCB123_JAMES LAVISH: Where’s The Recession?

Aug 19, 2023
Guest
James Lavish
Hedge fund manager and CFA James Lavish discusses recession dynamics, competition with the dollar, sovereign debt spiral, Bitcoin as a Reserve Asset. They explore moving away from the US dollar, reluctance of central banks, inflation crisis, and allocation of money for individual investors.
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Episode notes
1
Introduction
00:00 • 3min
2
Enjoying the Journey and Research Process
02:41 • 20min
3
Timing and Prediction of the Recession
22:55 • 10min
4
The Stability of the Financial System and the Role of US Treasuries
32:34 • 17min
5
Moving Away from the US Dollar
49:43 • 11min
6
Reluctance of Central Banks and Inflation Crisis
01:00:36 • 19min
7
Allocation of Money in Short-Term Instruments for Individual Investors
01:19:21 • 3min