BTC229: Trump Tariffs, Market Chaos, Bitcoin Impact w/ James Lavish

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 9 April 2025

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 - Intro 04:14 - How MAG 7 dynamics differ from MAGA trade policies 04:48 - Insights from the Street on where equities and crypto are headed 14:07 - How the U.S. dollar contributed to structural trade imbalances 14:49 - Why China's bond selloff may be a response to U.S. tariffs 15:56 - The potential size of the “boggie” in market selloffs and debt 16:23 - Ray Dalio’s framework for understanding today’s deeper economic shifts 16:41 - The case for the end of globalism and what replaces it 23:42 - Why Elon Musk might be at odds with his economic circle 28:02 - What tariffs mean for inflation and the bond market 36:19 - The role of Dollar Stablecoins in the evolving financial system Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES James’ X Account. James’ The Informationist Newsletter. James’ Bitcoin Opportunity VC Fund. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals 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. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch CFI Education Found Fundrise Indeed The Bitcoin Way Vanta Shopify Onramp TurboTax Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.8	Hey, everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals podcast.
0:06.9	On today's show, I bring on Wall Street veteran and macro expert James Lavish.
0:11.7	During the show, we have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward.
0:17.9	We talk about how it's impacting fixed income, equities, and Bitcoin.
0:22.0	We also get into how the U.S. might navigate things from here and what's expected ahead.
0:26.8	This is a discussion you will not want to miss, so with that, let's jump right into it.
0:34.8	Celebrating 10 years. You are listening to Bitcoin Fundamentals by the Investors Podcast Network.
0:41.3	Now for your host, Preston Pish.
0:48.4	Hey everyone, welcome back to the show.
0:54.8	I'm here with the one and only good friend, James Lavish.
0:58.3	Welcome back to the show, James.
0:59.8	Thank you for having me, Preston.
1:01.1	Good to be here.
1:01.9	As always.
1:02.9	Dude, we got to talk this tariff stuff.
1:05.6	So my gosh, this is wild.
1:09.7	I think everybody was expecting Trump to have like this cat and mouse.
1:17.2	It just can kind of like continue on.
1:19.2	A lot of talk.
1:20.1	Maybe he puts something on one country.
1:22.6	And then he haggles over that for a bit.
	...

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