The System Is Broken, the Fed Is Trapped | James Lavish скачать в хорошем качестве

The System Is Broken, the Fed Is Trapped | James Lavish

James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. We discuss the emerging debt spiral, why the bond market no longer trusts policymakers, and why rate cuts don’t mean what they used to. James breaks down why the Fed is backed into a corner on money printing, monetary mechanics and the math behind the headlines, and how gold, silver, and Bitcoin are responding to stress in the system. FOLLOW: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny James Lavish: https://x.com/jameslavish THANKS TO OUR SPONSORS: LEDN: https://learn.ledn.io/wbd BITKEY: https://bitkey.world/ ANCHORWATCH: https://www.anchorwatch.com/ BLOCKWARE: https://mining.blockwaresolutions.com... SWAN: https://www.swan.com/wbd CAPE: https://www.cape.co/wbd CLUB ORANGE: https://www.cluborange.org/ SUBSCRIBE TO THE PODCAST: FOUNTAIN: https://fountain.fm/show/gpascDml6iI0... SPOTIFY: https://open.spotify.com/show/18Pixm6... APPLE PODCASTS: https://podcasts.apple.com/gb/podcast... WEBSITE: https://www.whatbitcoindid.com/ CHAPTERS: 00:00:00 – Introduction 00:02:18 – Gold Rips, Bitcoin Lags, and Sentiment Collapse 00:04:13 – The Fed’s Credibility Problem 00:06:49 – The Debasement Trade and Why Metals Took the Lead 00:16:34 – $10 Trillion in Debt 00:20:49 – Stablecoins, Banks, and Forced Treasury Demand 00:23:17 – When Rate Cuts Stop Working 00:26:54 – Soft QE, Yield Curve Control, and What Comes Next 00:38:22 – No Choice Left but to Print 00:46:37 – Why Bitcoin Could Still Fall in a Broad Selloff 00:52:32 – Global Liquidity Cycles 01:02:46 – Bitcoin as an Information Arbitrage What Bitcoin Did with Danny Knowles #Bitcoin #Finance #Money #Economics