Joe Burnett is joined by James Lavish, former hedge fund manager, author of "The Informationist", and managing partner of The Bitcoin Opportunity Fund, to discuss the Blackrock Bitcoin ETF, Macro, The Treasury General Account, and more!
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James: https://twitter.com/jameslavish
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00:00 Intro
00:53 Win a FREE Bitcoin mining rig
01:39 Blackrock Bitcoin ETF
07:49 How is this different from GBTC?
11:53 Wall street cracking down on “crypto” and embracing Bitcoin
15:53 Macro, US Banking Crisis, Commercial Real Estate
24:58 Debt Ceiling, TGA, and Bond Market
40:23 How should investors position themselves for a credit collapse? (add 54 seconds)
45:00 When will the Fed pivot?
49:51 Final thoughts / where to find James
