"Reformed" hedge fund manager James Lavish, the author of The Informationist newsletter and founder/managing partner of The Bitcoin Opportunity Fund, joins Julia La Roche on episode 174 for a wide-ranging discussion on macro, the pockets of recession especially in the private sector, and a deep dive into the debt problem in the U.S.
Links:
Twitter/X: https://x.com/jameslavish
The Informationist: https://jameslavish.substack.com/
The Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/
Timestamps:
0:00 Intro and welcome James Lavish
1:00 Macro view
2:30 Pockets of recession, fiscal dominance, inflation
5:08 Highly manipulated numbers, CPI
10:30 Deficit spending and the economy
12:40 Debt spiral and why the U.S. is a ‘zombie’
17:20 They’re going to print so much money it’s going to shock people
19:50 U.S. Treasuries
28:15 Stagflation
30:00 Dallas Fed survey: recession red flag?
35:00 The government will continue to recklessly spend
37:03 FOMC and jobs
40:50 Parting thoughts, asset allocation
