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BTC125: James Lavish On Why Bitcoin Performs From Here (Bitcoin Podcast)

Apr 12, 2023

In this discussion, James Lavish, a seasoned fixed income investor and Bitcoin educator, shares his insights on the current macroeconomic climate and its implications for Bitcoin. He highlights the divergent dynamics of US and European credit markets and analyzes how central banking actions fail to dampen Bitcoin's resilience. James also addresses potential sell-off scenarios reminiscent of March 2020 and offers portfolio strategies for Baby Boomers, suggesting Bitcoin as a valuable digital asset amidst economic uncertainty.

55:44

Episode guests

James Lavish

AI Chapters

Episode notes

Intro

3min

Diverging Yield Curves: US vs. Europe

19min

Unlocking Market Liquidity Through BTFP Program

5min

Economic Turbulence and Bitcoin's Future

19min

Concerns Over Cascading Financial Crises

4min

Portfolio Strategies for Baby Boomers: Understanding Bitcoin's Role

4min

Opportunities in Distressed Bitcoin Investments

2min

Navigating Credit Markets

4min

James Lavish comes with decades of experience as a fixed income investor, and overall Bitcoin educator. On today’s show, Preston talks to James about how the evolving macro environment doesn’t seem to be hampering the price of Bitcoin, despite the numerous liquidity and central banking actions plugging the global economy.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:16 - What are the most important things to be focusing on in the second quarter of 2023?

02:56 - What James thinks about the disparity between the US and European credit markets right now.

18:04 - James' thoughts on the BTFP.

37:14 - How Bitcoin performs for the rest of this year.

37:38 - Could Bitcoin have a sell-off like we saw in March of 2020 with what might be brewing right now?

45:31 - Portfolio construction for Boomers.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
James' Twitter.
James' Bitcoin Opportunity fund.
James' Newsletter.
Related Episode: Listen to BTC110: Japanese Credit Markets, Bitcoin, & Nostr w/ James Lavish, or watch the video.
Related Episode: Listen to BTC093: The Debt Spiral Defined w/ James Lavish, or watch the video.

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