James Lavish, hedge fund veteran, managing director of the Bitcoin Opportunity Fund, and author of “The Informationist” newsletter, joins Forward Guidance to share his vision for the future of money.
Today’s interview is sponsored by Blockfills, a crypto trading solutions and financial technology firm. To begin your onboarding process, visit
https://blockfills.com/trading.
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Timestamps:
(00:00) Introduction
(03:52) The "Disease" Of Debt
(16:03) The Fiscal Debt Spiral
(28:25) Hard Assets As A Standard For Global Money
(42:25) Valuing Bitcoin As A Call Option
(49:22) Imagining A Deflationary Monetary System
(58:36) Why Just Bitcoin?
(01:03:51) Lavish's Bitcoin Opportunity Fund
(01:09:47) Lavish: A Lot of Crypto Projects Are, In Fact, Securities
(01:11:44) The Economy & The Federal Reserve
(01:15:04) Tether
(01:17:15) Optimal Macro Environment For Bitcoin
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.