BTC158: Systemic Bond Issues & Bitcoin's Impact w/ James Lavish (Bitcoin Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
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This chapter discusses the introduction of a free newsletter that aims to make complex financial concepts accessible to a broader audience. It emphasizes the importance of understanding market dynamics in an institutional context and invites listeners to support the podcast.
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.
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