The Debt Spiral, Stagflation & Why Bitcoin Wins w/ James Lavish
James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund.
In this episode, we explore the fragility of the U.S. bond market, how sovereign credit ratings work, and why the U.S. is now priced by markets as a default risk on par with Greece. We discuss the structural privilege of the dollar as the world reserve currency, why that privilege is under threat, and how the Triffin Dilemma is playing out in real time.
We also get into institutional adoption of Bitcoin, the operational hurdles that ETFs have now removed, and what it would take…
The skinny
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