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

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 29 November 2023

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

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Summary

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.

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Transcript

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0:00.0	You're listening to TIP.
0:02.0	Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals
0:05.9	podcast.
0:06.9	On today's show I have back James Lavish to help understand an interesting situation
0:11.6	where we're starting to see failed Treasury auctions,
0:14.1	enormous recessionary pressures building in the markets, along with a reverse repo
0:19.1	facility that's getting drained at a breakneck pace. So what does this all mean for the start of 2024
0:25.4	and how will Bitcoin perform through such macro turbulence?
0:28.9	We cover all of that and much more,
0:31.0	so hold on tight because here's my chat with the thoughtful James
0:34.4	lavish.
0:37.0	You're listening to Bitcoin Fundamentals by the Investors Podcast Network. Now for your with Mr. James lavish.
1:00.5	James welcome back to the investors podcast and Bitcoin Fundamentals.
1:04.3	Preston, always good to be on with you.
1:06.3	I appreciate it.
1:08.3	So Bloomberg just banged out an article that says pulling off a soft landing depends on the pilot, sir.
1:17.2	And they have one of your tweets in this article in Bloomberg.
1:23.0	I mean, this is just ridiculous.
1:26.0	So let's just start there.
1:28.0	So last week, I just noticed how many stories I was seeing about soft land use one after another after another so I just
1:35.3	took a screenshot of my Bloomberg terminal of all I just said soft landing search that in the news stories and
1:42.1	boom all these stories came up and I just took red circles circle all the soft landings and
	...

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