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

"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

Om Podcasten

Julia La Roche brings her listeners in-depth conversations with some of the top CEOs, investors, founders, academics, and rising stars in business. Guests on "The Julia La Roche Show" have included Bill Ackman, Ray Dalio, Marc Benioff, Kyle Bass, Hugh Hendry, Nassim Taleb, Nouriel Roubini, David Friedberg, Anthony Scaramucci, Scott Galloway, Brent Johnson, Jim Rickards, Danielle DiMartino Booth, Carol Roth, Neil Howe, Jim Rogers, Jim Bianco, Josh Brown, and many more. Julia always makes the show about the guest, never the host. She speaks less and listens more. She always does her homework.