This Is When Gold Goes Back to Record Highs | James Lavish & Michelle Makori

About this episode

Michelle Makori interviews James Lavish about the current market risks and the potential for gold and Bitcoin amidst economic challenges.

Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, interviews James Lavish, Co-Founder & Managing Partner of the Bitcoin Opportunity Fund and the author of The Informationist newsletter. Markets are flashing warning signs and according to Lavish, the biggest risk isn’t what investors expect. From geopolitical tensions and oil shocks to mounting U.S. debt and volatility across assets, Lavish explains why this may be one of the most difficult markets to navigate in decades. He warns that while a 50% crash is unlikely, a true “black swan” event could trigger widespread selling across all asset classes. But even more importantly, he argues that no matter what happens next, the Federal Reserve and Treasury are ultimately trapped – leaving money printing as the only path forward. What does that mean for gold, Bitcoin, and equities? And could the next market selloff actually be the opportunity of a lifetime? In this episode of The Real Story with Michelle Makori: - Why a 50% market crash would require a true “black swan” - The biggest risks investors are underestimating right now - Why Lavish fears a return to 1970s-style stagflation - The U.S. debt problem and…

People in this episode

Host: Michelle Makori

Guest: James Lavish

Topics covered

• market risks
• gold prices
• Bitcoin
• U.S. debt
• economic volatility
• investment opportunities

Keywords

• gold
• Bitcoin
• market crash
• stagflation
• money printing
• U.S. debt
• investment strategy

Mentioned in this episode

Organizations: Miles Franklin Media, Bitcoin Opportunity Fund

Books & works: The Informationist

More episodes of The Real Story with Michelle Makori

• This Is What Happens If Fort Knox Gets Audited | Alasdair Macleod & Michelle Makori (Pt 2/2) · June 11, 2026 · 1h 10m
• The Silver Supply Shock Nobody Sees Coming | Alasdair Macleod & Michelle Makori (Pt. 1/2) · June 9, 2026 · 50 min
• He Called the Copper & Uranium Rally – Here’s His Next Big Bet | Lobo Tiggre & Michelle Makori · June 8, 2026 · 1h 6m
• Michael Saylor Sold Bitcoin – Should BTC Investors Be Worried as Price Plunges? | Cory Klippsten · June 5, 2026 · 1h 36m
• He Called Silver’s 35% Pullback – Now He Says This Happens Next | Mike Lee · June 1, 2026 · 37 min
• This Could Reshape Markets Forever | Robbert van Batenburg · May 29, 2026 · 1h 2m