James Lavish Gives Us His "Strategy" for Trading These Markets

James Lavish Gives Us His "Strategy" for Trading These Markets

From On The Tape with Danny Moses by RiskReversal Media

June 24, 2026 · 42 min · Episode 60

About this episode

Danny Moses interviews James Lavish about trading strategies and the implications of debt and inflation on the markets.

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…

People in this episode

Host: Danny Moses

Guest: James Lavish

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Keywords

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Kalshi

Mentioned in this episode

Organizations: New York Stock Exchange, Bitcoin Opportunity Fund, MicroStrategy

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