The System Is Broken, the Fed Is Trapped | James Lavish episode artwork

EPISODE · Feb 5, 2026 · 1H 8M

The System Is Broken, the Fed Is Trapped | James Lavish

from What Bitcoin Did

James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. We discuss the emerging debt spiral, why the bond market no longer trusts policymakers, and why rate cuts don’t mean what they used to. James breaks down why the Fed is backed into a corner on money printing, monetary mechanics and the math behind the headlines, and how gold, silver, and Bitcoin are responding to stress in the system. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CAPE CLUB ORANGE FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny James Lavish: https://x.com/jameslavish

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The System Is Broken, the Fed Is Trapped | James Lavish

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