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The Sovereign Debt Spiral | James Lavish

The Sovereign Debt Spiral | James Lavish

FromForward Guidance


The Sovereign Debt Spiral | James Lavish

FromForward Guidance

ratings:
Length:
81 minutes
Released:
Aug 1, 2023
Format:
Podcast episode

Description

James Lavish, hedge fund veteran, managing director of the Bitcoin Opportunity Fund, and author of “The Informationist” newsletter, joins Forward Guidance to share his vision for the future of money.
Today’s interview is sponsored by Blockfills, a crypto trading solutions and financial technology firm. To begin your onboarding process, visit https://blockfills.com/trading.
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Follow James Lavish on Twitter https://twitter.com/jameslavish
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps:
(00:00) Introduction 
(03:52) The "Disease" Of Debt
(16:03) The Fiscal Debt Spiral
(28:25) Hard Assets As A Standard For Global Money
(42:25) Valuing Bitcoin As A Call Option
(49:22) Imagining A Deflationary Monetary System
(58:36) Why Just Bitcoin?
(01:03:51) Lavish's Bitcoin Opportunity Fund
(01:09:47) Lavish: A Lot of Crypto Projects Are, In Fact, Securities
(01:11:44) The Economy & The Federal Reserve
(01:15:04) Tether
(01:17:15) Optimal Macro Environment For Bitcoin
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
Aug 1, 2023
Format:
Podcast episode

Titles in the series (100)

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.