James Lavish - The Fed, The Treasury, The Bond Vigilantes...Who's Really in Charge of the Economy

Nov 19, 2023

This episode with reformed hedge-fund manager James Lavish was inspired by his awesome newsletter The Informationist which simplifies macro and finance for everyone.

We cover The Debit Spiral, Fed Fantasies, The Treasury Nightmare, The Bond Vigilantes and The Rub.

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