Episode Details

On the Margin: The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish
9/19/2024
On The Margin β†—

Key Insights

Bullish:

  • 🟒 $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.
    • β€œBitcoin 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.” - James (44:59)
  • 🟒 $GLD - πŸ”’
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  • 🟒 $AI - πŸ”’
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Bearish:

  • πŸ”» $TLT - πŸ”’
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  • πŸ”» $USD - πŸ”’
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