We Study Billionaires - The Investor’s Podcast Network BTC125: James Lavish On Why Bitcoin Performs From Here (Bitcoin Podcast)
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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.
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Market Disbelief in Fed
- The market doesn't believe the Fed will keep raising rates, anticipating a recession or credit event.
- The yield curve inversion and market pricing of rate cuts indicate this disbelief.
US vs. European Credit Markets
- US credit markets signal a correction, while European markets show aggressive sell-off and high inflation.
- This disparity between interconnected markets is puzzling, given the systemic connection.
Silicon Valley Bank Failure
- Silicon Valley Bank (SVB) invested in long-term treasuries based on the Fed's incorrect inflation predictions.
- Rising rates caused massive losses, ultimately leading to a run on the bank and its insolvency.