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#052 James Lavish: We're Walking A Very Thin Tightrope Over A Cliff
"Reformed" hedge fund manager James Lavish (@jameslavish), the author of The Informationist, joins Julia La Roche on episode 52 for a wide-ranging discussion on macro and a deep dive into the debt problem in the U.S.
In this episode, Lavish makes a case that the world has changed in a way that the market understands, and that is — we can't go into economic turmoil because we're walking a "very thin tightrope over a cliff" because of the massive amounts of debt in the U.S.
Lavish explained that the tax base in the U.S. currently brings in about $4.6 trillion, which could get impacted by a…
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