They’re Going To Print So Much Money It’s Going To Shock You | James Lavish скачать в хорошем качестве

They’re Going To Print So Much Money It’s Going To Shock You | James Lavish

"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 Government will continue to recklessly spend 37:03 FOMC and jobs 40:50 Parting thoughts, asset allocation #bitcoin #gold #economy