"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