4.8 • 764 Ratings
🗓️ 23 April 2025
⏱️ 61 minutes
🧾️ Download transcript
Marty sits down with James Lavish to discuss the large scale basis trade hanging over current markets.
James Lavish on Twitter: https://x.com/jameslavish
The Informationist: https://www.jameslavish.com/
Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/
0:00 - Intro
0:36 - Educating financial literacy
7:05 - Bond Yields
10:54 - Fold & Coinkite
12:26 - Bitcoin decoupling and tariffs
16:19 - Diving into the basis trade
29:10 - Unchained
29:38 - Flights to safety - Gold & bitcoin
39:51 - SAB 122
44:09 - Strategy
48:59 - Hashprice
57:15 - Plugs
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0:00.0 | You've had a dynamic where money has become freer than free. |
0:10.0 | If you talk about a Fed just gone nuts, all the central banks going nuts. |
0:16.0 | So it's all acting like safe haven. |
0:18.0 | I believe that in a world where central bankers are tripping over themselves to devalue their |
0:23.5 | currency, Bitcoin wins. |
0:25.3 | In the world of fiat currencies, Bitcoin is the victor. |
0:29.2 | I mean, that's part of the bold case for Bitcoin. |
0:31.8 | If you're not paying attention, you probably should be. |
0:36.3 | Sitting down with James Lavish, the number one trending trader in Substack's finance section right now. |
0:42.3 | How's it feel, sir? |
0:44.1 | I got to admit, it feels fulfilling. |
0:47.1 | It's satisfying. |
0:48.1 | Yeah. |
0:49.1 | I've put a lot of work. |
0:50.1 | I've put a lot of work into that newsletter. |
0:52.3 | Well, it's really good. |
0:53.0 | I've been a paid subscriber for, I think, a couple of months now, not too long, |
0:57.4 | but you wrote an article on the Treasury basis trade. |
1:02.0 | And when I hit the, you must pay to read the rest of this. |
1:06.0 | I was like, you know what? |
1:06.6 | I'm going to actually pay because I want to understand. |
1:09.4 | Awesome. |
... |
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