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Will Bitcoin Strategic Reserve Happen?
James Lavish is a Managing Partner & Portfolio Manager at The Bitcoin Opportunity Fund. He is also the author of a newsletter called ‘The Informationist.’ In this conversation we discuss the current state of the US economy, how we fix it, economic changes Donald Trump will make, inflation, why bitcoin should be added to everyone’s portfolio, tailwinds for bitcoin, bitcoin strategic reserve, global game theory, investing opportunities, and what James looks forward to in 2025.
TIMESTAMPS:
0:00 - Intro
0:57 - Evaluating the US economy
13:19 - Trump admin & inflation
22:03 - Adding bitcoin to portfolio
27:22 - Tailwinds for bitcoin
34:30 - Global game theory
40:58 - Bitcoin regulation coming
42:11 - 2025 outlook
44:50 - Investing opportunities
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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
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