Bitcoin Macro Hangout: Preston Pysh, James Lavish, Susie Reilly
In this new episode with Preston Pysh, James Lavish and Dr. Susie Reilly, we discuss:
Market volatility from a cocoa squeeze to USTs
U.S. debt and fiscal dominance
Will stocks melt-up until a credit event?
Fed rate cuts and what the bond market is signaling
Commericial real estate and fragility with regional banks
CPI - a manipulated measure
PLUS...A special visit from Peter McCormack
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Guests & Links:
Preston Pysh is an entrepreneuer, investor, podcast host and General Partner at Ego Death Capital. Check out his show: https://www.theinvestorspodcast.com and follow him on X: / prestonpysh
James Lavish is an investor, macro expert, hedge-fund veteran, and Managing Partner at the Bitcoin Opportunity Fund. Subscribe to his newsletter: https://www.jameslavish.com/newsletter and follow him on X: / jameslavish
Dr. Susie Reilly, DDS is a retired dentist and Bitcoin enthusiast. She and her husband divested of their businesses and home to buy more Bitcoin. Check out our talk on Coin Stories: • Dr. Susie Reilly: "Let's Sell Our Home, Re... and follow her on X: / susiebdds
Special thank you to macro analyst Luke Gromen, whose analysis we discuss: https://fftt-llc.com
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-- This podcast should not be construed as investment advice --
🗒️ IN THIS EPISODE:
00:00 Meme coins, cocoa
2:38 Gold miner jumps higher
3:24 Michael Saylor, MicroStrategy
4:48 El Salvador President Nayib Bukele
5:20 Halving Party
6:09 Bitdeer Technologies Group promo
7:08 Jay Powell, The Fed, inflation, QT
9:07 Reverse Repo
14:13 Strong US Dollar
17:08 Bond market, Treasuries
22:54 Likelihood of a melt-up
25:01 Bitcoin 2024 promo
25:33 Coinkite Coldcard Wallet promo
25:53 CrowdHealth promo
26:14 The Bitcoin Way promo
26:47 New York Community Bank rescued
30:25 Historic US debt
34:58 ETPs launched in Europe
42:35 CPI manipulation
47:02 Bitcoin price
48:24 Selling house to buy Bitcoin
50:48 Peter McCormack surprise visit
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Producer: Aron Bender / aron-bender
DISCLAIMER Coin Stories is for entertainment purposes only and does not give financial advice. #crypto #money