Episode Details
| Title | The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish |
|---|---|
| Date | 9/19/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is seen as a strong long-term investment due to its potential for widespread adoption and its attractiveness as a strategic reserve asset for sovereign nations.
- “Bitcoin 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 (44:05)
- “The use case from in my opinion, there's a tremendous use case for for global sovereigns. I mean, why wouldn't you just be printing money and buying Bitcoin at this point in order to have it on your balance sheet and point to, along with gold, to say that you do have assets on your balance sheet that are worth something, not just treasuries.” - James (54:03)
- 🟢 $GOLD - 🔒
- 🟢 $AI - 🔒
Bearish:
- 🔻 $TREASURIES - 🔒
- 🔻 $FIAT - 🔒