#174 James Lavish On The Debt Spiral: They’re Going To Print So Much Money It’s Going To Shock You

"Reformed" hedge fund manager James Lavish, the author of The Informationist newsletter and founder/managing partner of The Bitcoin Opportunity Fund, joins Julia La Roche on episode 174 for a wide-ranging discussion on macro, the pockets of recession especially in the private sector, and a deep dive into the debt problem in the U.S.  Links:  Twitter/X: https://x.com/jameslavish The Informationist: https://jameslavish.substack.com/ The Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/  Timestamps:  0:00 Intro and welcome James Lavish 1:00 Macro view  2:30 Pockets of recession, fiscal dominance, inflation 5:08 Highly manipulated numbers, CPI   10:30 Deficit spending and the economy  12:40 Debt spiral and why the U.S. is a ‘zombie’  17:20 They’re going to print so much money it’s going to shock people  19:50 U.S. Treasuries  28:15 Stagflation  30:00 Dallas Fed survey: recession red flag?  35:00 The government will continue to recklessly spend  37:03 FOMC and jobs  40:50 Parting thoughts, asset allocation