James Lavish joins Preston Pysh to help understand an interesting situation where we’re starting to see failed treasury auctions, enormous recessionary pressures building in the markets, along with a reverse repo facility that’s getting drained at a breakneck pace.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:08 - What is James currently seeing that's going to dominate the markets in 2024?

21:03 - What happened with the recent treasury auction tail that caused a 3 SD move in price action?

29:52 - What is fundamentally causing a poor auction like that to happen?

01:01:41 - What is something James is excited about in 2024?

01:03:55 - How does James see Bitcoin's performance in 2024 with such a macro situation playing out?

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• James on Twitter.
• James' Newsletter.
• James' VC Firm.
• Check out all the books mentioned and discussed in our podcasts here.

NEW TO THE SHOW?

• Check out our We Study Billionaires Starter Packs.
• Browse through all our episodes (complete with transcripts) here.
• Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
• Enjoy exclusive perks from our favorite Apps and Services.
• Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
• Learn how to better start, manage, and grow your business with the best business podcasts.
• Check out all the books mentioned and discussed in our podcasts here. 

SPONSORS

Support our free podcast by supporting our sponsors:

• River
• AlphaSense
• Noble Gold Investments
• Wise
• American Express Business Gold Card
• Shopify
• Ka'Chava
• Babbel
• Alto
• Vanta
• Salesforce
• Percent
• NetSuite
• Toyota
• Glengoyne Whisky
• Monetary Metals

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.