Uploaded April 2026 | Updated September 2026, 1 week ago

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In this interview, macro investor James Lavish breaks down the biggest risks facing Bitcoin and global markets right now — from escalating Iran war tensions to inflation, energy shocks, and Fed policy.

#Bitcoin #Crypto #Macro #Investing #Geopolitics #markets

00:00 Intro
00:34 Why Bitcoin Is Outperforming Gold & Stocks
02:20 What’s Really Driving Markets Right Now
05:22 Are There Any Safe Haven Assets Left?
06:20 The Key Question: Short War or Prolonged Conflict
07:20 Energy Crisis & Inflation Risks Explained
10:35 The $12 Trillion Debt Problem
13:20 Are Markets Mispricing the War?
15:25 How Investors Should Position Right Now
16:00 The “Debasement Trade” (Why Hard Assets Win)
18:30 Yield Curve Control & Money Printing
20:45 Black Swan Risk & Market Crash Scenario
21:05 How Low Bitcoin Could Go
21:40 Why a Crash Could Be a Huge Opportunity
22:37 Outro


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