“You have inflation, you better own assets.”
James Lavish returns to discuss why America’s $40 trillion debt problem limits the Fed’s ability to fight inflation, and why Bitcoin still isn’t ripping. We get into Kevin Warsh’s latest rate decision, how the war in Iran is feeding higher energy prices, and why raising rates could make the debt problem worse while cutting them could push borrowing costs higher.
We also discuss Bitcoin fatigue, the money flowing into AI and prediction markets, and why institutions are still moving slowly despite JPMorgan’s bullish long-term forecast. James explains why he believes the Bitcoin bottom is in, his base case of $400K–$500K in early to mid-2029, and why another major drawdown could follow the next bull market.
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