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Debt Spiral Inflating Assets with James Lavish
Manage episode 480280010 series 2984658
Interview recorded - 23rd of April, 2025
On this episode of the WTFinance podcast I had the pleasure of welcoming on James Lavish. James is the Managing Partner at The Bitcoin Opportunity Fund and writer at the Informationist newsletter.
During our conversation we spoke about his thoughts on the markets, economic uncertainty, higher interest rates & inflation, debt challenges, Bitcoin federal reserve and more. I hope you enjoy!
0:00 - Introduction
1:39 - What is James seeing in markets?
3:35 - Economic uncertainty
10:28 - Higher interest rates inflationary
13:01 - Tariffs
14:43 - Resolution to debt issues?
17:38 - Debt challenges
24:18 - Realignment away from US Dollar
26:12 - Eurodollar market
27:28 - Swap lines
29:12 - Bitcoin federal reserve
33:50 - BRICS buying gold
37:35 - One message to takeaway from our conversation
James Lavish has over 25 years of institutional investing experience and is Managing Partner of the Bitcoin Opportunity Fund, a hybrid investment fund that makes public and private investments in the Bitcoin ecosystem. He is also the author of The Informationist, a newsletter with over 35K subscribers that simplifies one financial concept weekly.
James graduated Yale University in 1993, and he is a Chartered Financial Analyst (CFA).
James Lavish:
X - https://x.com/jameslavish
Newsletter - https://www.jameslavish.com/
Bitcoin Opportunity Fund - https://www.bitcoinopportunity.fund/
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
334 episodes
Manage episode 480280010 series 2984658
Interview recorded - 23rd of April, 2025
On this episode of the WTFinance podcast I had the pleasure of welcoming on James Lavish. James is the Managing Partner at The Bitcoin Opportunity Fund and writer at the Informationist newsletter.
During our conversation we spoke about his thoughts on the markets, economic uncertainty, higher interest rates & inflation, debt challenges, Bitcoin federal reserve and more. I hope you enjoy!
0:00 - Introduction
1:39 - What is James seeing in markets?
3:35 - Economic uncertainty
10:28 - Higher interest rates inflationary
13:01 - Tariffs
14:43 - Resolution to debt issues?
17:38 - Debt challenges
24:18 - Realignment away from US Dollar
26:12 - Eurodollar market
27:28 - Swap lines
29:12 - Bitcoin federal reserve
33:50 - BRICS buying gold
37:35 - One message to takeaway from our conversation
James Lavish has over 25 years of institutional investing experience and is Managing Partner of the Bitcoin Opportunity Fund, a hybrid investment fund that makes public and private investments in the Bitcoin ecosystem. He is also the author of The Informationist, a newsletter with over 35K subscribers that simplifies one financial concept weekly.
James graduated Yale University in 1993, and he is a Chartered Financial Analyst (CFA).
James Lavish:
X - https://x.com/jameslavish
Newsletter - https://www.jameslavish.com/
Bitcoin Opportunity Fund - https://www.bitcoinopportunity.fund/
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
334 episodes
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