Episode Details
Title | On the Margin: The Fedβs Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish |
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Date | 9/19/2024 |
Podcast | On The Margin β |
Key Insights
Bullish:
- π’ $BTC - Bitcoin is in its adoption phase and expected to reach mainstream adoption sooner than most people anticipate, making it a potentially attractive long-term investment.
- βBitcoin is in its adoption phase. We're not there yet. Let's make that clear. I think we will get there, sooner than most people think.β - James (44:59)
- π’ $GLD - π
- π’ $AI - π
Bearish:
- π» $TLT - π
- π» $USD - π