{"podcast":{"title":"RiskReversal Pod","slug":"riskreversal-pod-1366742","podcast_index_feed_id":1366742,"rss_url":"https://feeds.megaphone.fm/RRM5151570998","website_url":"https://riskreversal.com/","image_url":"https://megaphone.imgix.net/podcasts/ca19feda-9d80-11eb-b14a-370397312000/image/d97c0647b679fdf2b4fe26069b6b2fc1.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"RiskReversal Media","episode_count":1006,"summary":"Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech. We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisab…","last_synced_at":"2026-07-29T18:22:38.474904+00:00","page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742"},"episode":{"title":"James Lavish Gives Us His \"Strategy\" for Trading These Markets","slug":"james-lavish-gives-us-his-strategy-for-trading-these-markets","published_at":"2026-06-25T09:00:00+00:00","page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742/james-lavish-gives-us-his-strategy-for-trading-these-markets","show_page_url":"https://stenobird.com/podcast/riskreversal-pod-1366742","url":"https://traffic.megaphone.fm/RRM9361111323.mp3","audio_url":"https://traffic.megaphone.fm/RRM9361111323.mp3","summary":"Find James Lavish's SubStack Here: https://www.jameslavish.com/ Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Checkout the WAWD Substack here: https://whatarewedoingonthedesk.substack.com/ In this episode of On the Tape, Danny Moses welcomes James Lavish back to the show for a wide-ranging conversation that goes well beyond Bitcoin. Drawing on his background trading risk arbitrage on the floor of the New York Stock Exchange and running the Bitcoin Opportunity Fund, James breaks down why he believes the Fed and Treasury are \"trapped\" by a looming wall of debt—roughly $14 trillion rolling over in the next year on top of ongoing $2 trillion deficits—and what that means for rates, inflation, and the dollar. Danny and James dig into Kevin Warsh's first meeting as Fed chair and his more hawkish-but-mostly-bark tone, the odds of a July rate hike, and how the war and energy prices are feeding back into inflation. They explore the \"hot ball of money\" chasing AI and the SpaceX IPO, the K-shaped economy driving retail toward speculative bets, and why James sees a coming rotation of capital out of high-flying AI names and back into Bitcoin. The two also debate Michael Saylor's Strategy (formerly MicroStrategy) at length—whether its leverage and perpetual preferred structure leave Saylor in a \"trap\" or a position of strength—with James arguing the balance sheet concerns are overblown if you believe in Bitcoin long term. James shares how his fund approaches Bitcoin-adjacent energy and AI investments, and Danny closes with his Kalshi picks of the week. --ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him eac…","meta_description":"Find James Lavish's SubStack Here: https://www.jameslavish.com/ Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2532,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/james-lavish-gives-us-his-strategy-for-trading-these-markets/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/riskreversal-pod-1366742/james-lavish-gives-us-his-strategy-for-trading-these-markets.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}