Fed’s Challenge: Avoiding 'Total Economic Reset' with More Printing & Liquidity - James Lavish

In a thought-provoking interview, Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, speaks with James Lavish, Co-Managing Partner of Bitcoin Opportunity Fund and author of the Informationist Newsletter, about the looming challenges facing global risk assets. Lavish analyzes the recent major market selloff, exploring the key factors driving it and what to expect next. He discusses the likely response from the Federal Reserve, predicting that more money printing and additional liquidity injections are the only way out. Lavish also shares his macroeconomic outlook, offering insights on the latest U.S. job numbers, the consequences of the surging U.S. national debt, and what these developments mean for the future prices of Bitcoin and gold. Tune in for expert analysis on navigating these complex economic dynamics.

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#markets #economy #macro #Bitcoin #gold

00:00 Introduction: Market Overview
02:08 Market Reactions and the Federal Reserve
04:14 The Sahm Rule and Recession Debate
07:06 Rate Cut Expectations
14:59 Global Economic Factors: Bank of Japan's Influence
24:34 Geopolitical Tensions
27:40 Gold
32:15 Bitcoin
43:47 Macro Economic Outlook and Debt
48:36 Portfolio Strategies
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