Intro

This chapter analyzes the concept of 'soft landings' in the market, inspired by a recent Bloomberg article. The speakers discuss the implications of this narrative on economic perceptions and its potential reflection of prevailing market conditions.

Play episode from 00:00

chevron_right

Transcript

chevron_right

Transcript

Episode notes

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.

BOOKS AND RESOURCES

James on Twitter.
James' Newsletter.
James' VC Firm.

NEW TO THE SHOW?

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
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:

HardBlock
Human Rights Foundation
Plus500
Shopify
Netsuite
Vanta

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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests Top books