BTC093: The Debt Spiral Defined w/ James Lavish (Bitcoin Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 30 August 2022

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

IN THIS EPISODE, YOU’LL LEARN: 01:43 - What is a debt spiral and is the US currently experiencing one? 11:24 - Why are there so many additional treasuries beyond what was expected in the 3rd quarter 2022? 13:30 - What can the FED do from here? 18:52 - What is the Supplementary Leverage Ratio (SLR) and why's it important? 27:59 - Europe this winter - what's about to happen? 33:09 - Zombie Companies. 37:19 - What are institutional investors waiting for when it comes to Bitcoin? 55:09 - What's happening in Japan it seems like the treasury market is calmer than before? *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. James Lavish's Twitter. James Lavish's Newsletter. James Lavish's Non-profit. Related episode: Japanese Yield Curve Control, Oil, & Bitcoin Macro w/ James Lavish - BTC084. Related episode: Macro and Bitcoin Education w/ Greg Foss, James Lavish, Jason Sansone, & Sebastian Bunney - BTC080. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Bluehost Fintool PrizePicks Vanta Onramp SimpleMining Fundrise TurboTax Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.0	Hey everyone, welcome to this Wednesday's release of the podcast where we're talking about Bitcoin.
0:07.0	Back by popular demand is the one and only Mr. James lavish.
0:11.0	James is an expert in macroeconomics with a CFA, Yale alumni, two decades of institutional investing experience and risk management.
0:19.0	During our chat, James gets into the details why Western countries are starting to enter into a debt spiral.
0:25.0	We talk about how central banks are likely to make adjustments to the supplementary leverage ratio or SLR,
0:31.0	why it's important and what it means for risk assets, bonds and Bitcoin.
0:35.0	We continue a discussion we had about Japan from a few quarters ago,
0:39.0	what's in store for credit markets and much more.
0:42.0	This is a chat that you will not want to miss, so get ready.
0:45.0	Here's my conversation with James.
0:48.0	You're listening to Bitcoin Fundamentals by the Investors Podcast Network.
0:56.0	Now for your host, Preston Pish.
1:09.0	Hey everyone, welcome to the show.
1:11.0	Like I said in the introduction, I'm here with James lavish.
1:14.0	James, welcome back to the show. I think this is the third time we've chatted. Awesome to have you.
1:19.0	Yeah, thank you for having me again.
1:21.0	I love coming on your show. I'm a huge fan and always like talking to you, Preston.
1:26.0	Well, you got to see a little behind the scenes where I had a technical nightmare tonight working with my new computer.
1:35.0	Oh my lord. We got through it.
1:37.0	As my wife likes to say, yeah, as my wife likes to say, tech happens.
1:42.0	It's been brutal for me lately trying to get this new computer up and working.
	...

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