Preston Pysh talks with James Lavish about all the major macro trends in the world including the Japanese yield curve control, the potential housing bubble, energy markets, Bitcoin, and more.
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IN THIS EPISODE, YOU’LL LEARN:
00:00:00 - Intro 00:00:23 - What in the world is happening with the Japanese Yield Curve Control? 00:15:28 - James' thoughts on Risk Happening Fast (Luna, 3AC, Celsius). 00:24:42 - Frequencies of settlement. 00:29:04 - Are monetary policy-makers wagging the tail of politicians? 00:30:53 - At what speed is this current cycle going to play out? 00:33:59 - Has inflation peaked? 00:41:56 - Recent statements by FED Chair Powell. 00:45:00 - The battle between producer states and consumer states. 01:06:11 - The housing market cooling off.
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