Latest / The Julia La Roche Show

#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…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.