IN THIS EPISODE, YOU’LL LEARN:
- 01:43 - What is a debt spiral and is the US currently experiencing one?
- 11:24 - Why are there so many additional treasuries beyond what was expected in the 3rd quarter 2022?
- 13:30 - What can the FED do from here?
- 18:52 - What is the Supplementary Leverage Ratio (SLR) and why's it important?
- 27:59 - Europe this winter - what's about to happen?
- 33:09 - Zombie Companies.
- 37:19 - What are institutional investors waiting for when it comes to Bitcoin?
- 55:09 - What's happening in Japan it seems like the treasury market is calmer than before?
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- James Lavish's Twitter.
- James Lavish's Newsletter.
- James Lavish's Non-profit.
- Related episode: Japanese Yield Curve Control, Oil, & Bitcoin Macro w/ James Lavish - BTC084.
- Related episode: Macro and Bitcoin Education w/ Greg Foss, James Lavish, Jason Sansone, & Sebastian Bunney - BTC080.
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