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BTC158: Systemic Bond Issues & Bitcoin's Impact w/ James Lavish (Bitcoin Podcast)
Nov 29, 2023
James Lavish, a finance and macroeconomics expert who manages a VC firm, shares crucial insights into the current economic landscape. He discusses alarming trends like failed treasury auctions and recession fears. Lavish also delves into the dynamics of the bond market and the potential effects on Bitcoin, including an expected price surge in 2024. With 70% of Bitcoin held immobile, he highlights the growing institutional interest and the upcoming price discovery phase, urging listeners to rethink their investment strategies.
01:05:48
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Quick takeaways
- Growing recessionary pressures and failed treasury auctions pose challenges for the market in 2024.
- Concerns about market complacency and reliance on the Federal Reserve's support are raised.
Deep dives
Failed treasury auctions and recessionary pressures
The podcast explores the emergence of failed treasury auctions and growing recessionary pressures in the market. The implications of these events for the start of 2024 and the performance of Bitcoin amidst macro turbulence are discussed.
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