BCB123 JAMES LAVISH: Where's The Recession?

Hedge fund manager, CFA & and macro analyst James Lavish stops by BCB for a 2nd time to discuss recession dynamics, competition with the dollar, the sovereign debt spiral & more.

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ITEMS MENTIONED:
—The Informationist Newsletter by James Lavish https://jameslavish.substack.com/
—The Macro Compass by Alfonso Peccatiello https://www.themacrocompass.com/
—Once In A Species by Jesse Myers https://www.onceinaspecies.com/

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SOCIAL MEDIA
—Twitter: you can follow Dan & Josh @blue_collarbtc (https://mobile.twitter.com/blue_collarbtc), and you can follow James @jameslavish (https://twitter.com/jameslavish)
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EMAIL: Send questions or comments to [email protected]

TIMESTAMPS
00:00:00 - Big Game Fishing
00:03:40 - Where’s The Recession?
00:35:40 - QE & monetary policy
00:46:37 - Bitcoin as a Reserve Asset, USD Hegemony, BRICS Rising
01:04:10 - US Credit Rating Downgrade

#Bitcoin #Crypto #Finance #Economics #Macro #Macroecon #Debtspiral #BTC, not #Crypto