We Study Billionaires - The Investor’s Podcast Network

BTC158: Systemic Bond Issues & Bitcoin's Impact w/ James Lavish (Bitcoin Podcast)

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James Lavish joins Preston Pysh to help understand an interesting situation where we’re starting to see failed treasury auctions, enormous recessionary pressures building in the markets, along with a reverse repo facility that’s getting drained at a breakneck pace.


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:08 - What is James currently seeing that's going to dominate the markets in 2024?

21:03 - What happened with the recent treasury auction tail that caused a 3 SD move in price action?

29:52 - What is fundamentally causing a poor auction like that to happen?

01:01:41 - What is something James is excited about in 2024?

01:03:55 - How does James see Bitcoin's performance in 2024 with such a macro situation playing out?


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • James on Twitter.
  • James' Newsletter.
  • James' VC Firm.


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