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Blue Collar Bitcoin
BCB123_JAMES LAVISH: Where’s The Recession?
Aug 19, 2023
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.
01:18:45
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Quick takeaways
- Predicting the timing of a recession is challenging, but it is inevitable and currently delayed by the AI tech boom and expansive debt ceiling crisis.
- Quantitative easing (QE) poses greater inflationary risks due to the magnitude of current QE and ongoing interventions by the Federal Reserve.
Deep dives
The Difficulty of Timing a Recession
Timing when a recession will hit is challenging, but the speaker believes one is inevitable. Unemployment numbers aren't a reliable indicator as they only spike during a recession. The Federal Reserve's assessments are lagging, and everything they look at is on a delay. The current AI tech boom and expansive debt ceiling crisis have delayed the recession's arrival.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode