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James Lavish: Trillion Dollar Fed Print Coming, Buy These Assets
Description
James Lavish expects a massive new monetary print from the Fed — and he’s betting big on Bitcoin. In this episode, Bitcoin Opportunity Fund co-founder and managing partner James Lavish breaks down why another $5 to 20 trillion in stimulus may be on the way...and how investors can prepare.
We break down the Fed’s latest moves, inflation risks, and the opportunities in publicly traded Bitcoin treasury companies. From macro volatility to Bitcoin treasuries, from debt spirals to asymmetric investing — James gives you the playbook he’s using to navigate today's increasingly uncertain economic environment.If you’re wondering where we go next — and how to position yourself for the next wave of economic upheaval — and opportunity. This is an interview you don’t want to miss.
*This video was recorded May 1, 2025.
This episode is for educational purposes only and not financial advice. Always do your own research or speak to a licensed financial advisor.
00:00 Intro
01:22 Recent macroeconomic data and Federal Reserve expectations
08:48 James’s work at The Bitcoin Opportunity Fund
18:10 How James’ fund is investing in a volatile 2025 macro climate
21:54 Running a company on the Bitcoin standard and hedging bets
24:26 Investing in publicly traded Bitcoin treasury companies — and responding to critics
32:50 First Principles: How to value Bitcoin treasury companies and identify the best bets
38:35 First Principles: Could a U.S. Strategic Bitcoin Reserve reduce the U.S. debt and what impact would it have on the U.S. dollar
46:43 The next big monetary print
54:08 The book that changed how James thinks about investing
55:46 James’s Bitcoin price prediction for 2030
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