#174 James Lavish On The Debt Spiral: They’re Going To Print So Much Money It’s Going To Shock You

The Julia La Roche Show

Contenu fourni par Julia La Roche. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Julia La Roche ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

2M ago 43:40

MP3•Maison d'episode

"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

188 episodes

#Trading #Business #Julia La Roche