James Lavish, financial expert, joins the podcast to discuss the failed treasury auctions, recessionary pressures, and draining reverse repo facility in the markets for 2024. They explore the media's messaging, managing 'soft landing' among economic situations, bond market illiquidity, the impact of the reverse repo facility, and Bitcoin's role in distressed assets and commercial real estate. James also shares his Bitcoin forecast and invites listeners to join his opportunity fund and newsletter.

James Lavish, a Federal Reserve expert, joins the conversation to dissect the Fed's latest interest rate decisions and the implications of quantitative easing. He highlights the alarming U.S. debt levels and how they may lead to economic turmoil. The discussion also probes the repo market, revealing the Fed's disconnect from current inflation trends. Lavish emphasizes hard assets like Bitcoin and gold as potential safe havens amidst fiscal uncertainty. The complexities of the Fed's monetary strategies and their effect on market confidence are thoroughly explored.

Join Preston Pysh, a Bitcoin market expert and entrepreneur, alongside James Lavish, a hedge-fund veteran focused on macroeconomics, for a lively discussion. They react to Bitcoin's recent surge to $100k and examine the implications of macro trends. The conversation also covers the intriguing idea of selling homes for Bitcoin, balancing cryptocurrency investments with property ownership. With bold price predictions for 2025, the guests blend financial insights with lighthearted New Year's resolutions, making for an engaging year-end wrap-up.

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 - Intro01:16 - 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. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORSSupport our free podcast by supporting our sponsors: River Toyota Range Rover Fundrise AT&T The Bitcoin Way USPS American Express Onramp SimpleMining Public Vacasa Shopify Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

James Lavish, Co-Managing Partner of the Bitcoin Opportunity Fund and author of a financial newsletter, dives into the U.S. national debt crisis and its alarming growth. He likens the economy to a 'zombie company,' unable to sustain itself amid escalating debts. The conversation explores the potential of Bitcoin as a stabilizing currency and addresses risks from Central Bank Digital Currencies. Lavish discusses inflation's relentless impact and argues for reevaluating government spending and efficiency to prevent systemic failures.

IN THIS EPISODE, YOU’LL LEARN: 01:05 - From a macro standpoint, what surprises them the most? 04:51 - What is happening in the Credit Default Swap market? 04:51 - Why are the CDS prices in Japan not so bad considering how much Yield Curve Control has been implemented? 14:40 - Why is Fidelity so involved in Bitcoin and why is it so important? 29:40 - Are the Credit cycles getting faster? 39:19 - What's the next major central bank to implement Yield Curve Control? 51:39 - What are fixed income investors thinking right now for long duration? 52:59 - What kind of timeline is this "great reset" playing out? 01:02:09 - What was the incentive for building the Looking Glass Education Platform? *Disclaimer: Slight timestamp discrepancies 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. The Fidelity report about Bitcoin Versus Everything Else. The Looking Glass Education Platform. Dr. Jason Sansone's and Greg Foss's article: Bitcoin Portfolio Insurance - Introductions, Basics, and Bond Math. New to the show? Check out our We Study Billionaires Starter Packs. Are you looking to start investing? Check out our article on How to Invest in Stocks: The Ultimate Guide for Beginners. SPONSORSSupport our free podcast by supporting our sponsors: River Toyota Range Rover TastyTrade The Bitcoin Way Vacasa Found Onramp Fundrise American Express SimpleMining Facet AT&T USPS Shopify Fundrise Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fmSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoicesSupport our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this engaging discussion, James Lavish, a reformed hedge-fund manager and co-managing partner of the Bitcoin Opportunity Fund, dives deep into the unsustainable debt crisis facing the U.S. economy. He argues that all roads lead to inflation and sheds light on the widening wealth gap in America. Lavish also explores MicroStrategy's innovative Bitcoin strategy and predicts a promising outlook for institutional adoption of cryptocurrencies, especially as Bitcoin surpasses the $100K milestone.

James Lavish joins me to discuss the current financial situation of the U.S., the effects of the debt spiral, how the fiat system is showing its vulnerabilities, the LDI crisis of the UK, and how Bitcoin can provide the ultimate solution. James Lavish began his career as an institutional investor. Now, he is the co-Managing Partner of the Bitcoin Opportunity Fund. He is the author of the popular newsletter “The Informationist.”// GUEST // Twitter: https://twitter.com/jameslavish/ Newsletter: https://jameslavish.substack.com/// SPONSORS // In Wolf's Clothing: https://wolfnyc.com/iCoin Hardware Wallet (use discount code BITCOIN23): https://www.icointechnology.com/Ledn: https://www.ledn.io/CrowdHealth: https://www.joincrowdhealth.com/breedloveWasabi Wallet: https://wasabiwallet.io/Join Me At Bitcoin 2023 in Miami (use discount code BREEDLOVE): https://b.tc/conference/Casa (use discount code BREEDLOVE): https://keys.casa/Bitcoin Apparel (use discount code BREEDLOVE): https://thebitcoinclothingcompany.com/ Feel Free Tonics (use discount code BREEDLOVE): https://botanictonics.comCarnivore Bar (use discount code BREEDLOVE): https://carnivorebar.com/// OUTLINE // 00:00:00 - Coming up 00:01:00 - Intro 00:02:33 - Helping Lightning Startups with In Wolf's Clothing 00:03:20 - Introducing James Lavish 00:05:09 - How James Got into Bitcoin 00:08:25 - Bitcoin is the Only Decentralized Protocol 00:11:32 - The Significance of Inflation 00:12:44 - The Analysis of the Current Financial Crisis 00:15:48 - What is a Debt Spiral 00:17:06 - The Effect of the Debt Spiral 00:19:09 - The “Countermeasures” to the Debt Spiral Effect 00:21:42 - Secure Your Bitcoin Stash with The iCoin Hardware Wallet 00:22:38 - Do More with Your Digital Assets with Ledn 00:23:23 - The Infected Fiat System 00:25:38 - The Pension Fund Problem 00:28:14 - The UK LDI Crisis 00:32:28 - Symptoms of the Infected Fiat System 00:34:15 - Why The U.S. Treasury Plans to Borrow $932 billion 00:36:15 - No Feasible Solution to the Debt Spiral Problem 00:38:32 - Bail-In: Definition and Role in a Financial Crisis 00:42:12 - Take Control of Your Healthcare with CrowdHealth 00:43:13 - A Bitcoin Wallet with Privacy Built-In: Wasabi Wallet 00:43:49 - A Chance to Win Discounted Tickets to the Bitcoin 2023 Conference and 10M SATS 00:44:43 - Hold Bitcoin in the Most Secure Custody Model with Casa 00:45:32 - The Debt Spiral Situation of the United States 00:48:23 - The Pattern of Liquidity Crisis 00:49:52 - Positive Aspects of the Debt 00:51:21 - The Problem Lies with the Current Financial System 00:52:36 - What is a Credit Default Swap 00:55:36 - The Trillion-Dollar Coin Loophole 00:58:10 - What Happens When a Nation Defaults 01:00:22 - Bitcoin is the Ultimate Solution to Hyperinflation 01:01:30 - Vision of a Bitcoinized World 01:02:35 - Bitcoin Needs to Gain Psychological Confidence 01:04:08 - Where to Find James’ Work // PODCAST //Podcast Website: https://whatismoneypodcast.com/Apple Podcast: https://podcasts.apple.com/us/podcast...Spotify: https://open.spotify.com/show/25LPvm8...RSS Feed: https://feeds.simplecast.com/MLdpYXYI// SUPPORT THIS CHANNEL // Bitcoin: 3D1gfxKZKMtfWaD1bkwiR6JsDzu6e9bZQ7 Sats via Strike: https://strike.me/breedlove22Sats via Tippin.me: https://tippin.me/@Breedlove22Dollars via Paypal: https://www.paypal.com/paypalme/RBreedloveDollars via Venmo: https://account.venmo.com/u/Robert-Breedlove-2The "What is Money?" Show Patreon Page: https://www.patreon.com/user?u=32843101// WRITTEN WORK // Medium: https://breedlove22.medium.com/ Substack: https://breedlove22.substack.com/ // SOCIAL // Breedlove Twitter: https://twitter.com/Breedlove22WiM? Twitter: https://twitter.com/WhatisMoneyShowLinkedIn: https://www.linkedin.com/in/breedlove22/Instagram: https://www.instagram.com/breedlove_22/TikTok: https://www.tiktok.com/@breedlove22All My Current Work: https://vida.page/breedlove22

Reformed hedge fund manager James Lavish discusses the looming recession, debt spiral, and inflation. He highlights the manipulation of inflation numbers, US deficit crisis, and the need to invest in hard assets. The conversation also covers challenges in the bond market, Fed's response, stagflation, and the importance of owning gold, silver, and Bitcoin in the current economic scenario.

Larry Lepard, a leading macro analyst and founder of Equity Management Associates, joins James Lavish, a macro expert with extensive financial insights, to dissect the looming financial 'train wreck.' They argue that the Fed is trapped by a ticking debt bomb and predict Bitcoin will outshine gold in this turmoil. The duo speculates on the potential for Bitcoin to reach $100k by late 2024 and discusses energetic political dynamics affecting the economy. Their predictions offer a blend of caution and optimism in navigating complex financial landscapes.