Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward.They also talk about how it's impacting fixed income, equities, and Bitcoin. Plus how the U.S. might navigate things from here and what's expected ahead.IN THIS EPISODE YOU’LL LEARN:00:00 - Intro04:14 - How MAG 7 dynamics differ from MAGA trade policies04:48 - Insights from the Street on where equities and crypto are headed14:07 - How the U.S. dollar contributed to structural trade imbalances14:49 - Why China's bond selloff may be a response to U.S. tariffs15:56 - The potential size of the “boggie” in market selloffs and debt16:23 - Ray Dalio’s framework for understanding today’s deeper economic shifts16:41 - The case for the end of globalism and what replaces it23:42 - Why Elon Musk might be at odds with his economic circle28:02 - What tariffs mean for inflation and the bond market36:19 - The role of Dollar Stablecoins in the evolving financial systemDisclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.﻿BOOKS AND RESOURCES<ul>
<li>James’ <a href="https://x.com/jameslavish">X Account</a>.</li>
<li>James’ <a href="https://www.jameslavish.com">The Informationist Newsletter</a>.</li>
<li>James’ <a href="https://www.bitcoinopportunity.fund">Bitcoin Opportunity VC Fund</a>.
</li>
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