A Recession Is Unavoidable | Mike McGlone

On today's episode of On The Margin, Mike McGlone Senior Macro Strategist at Bloomberg Intelligence joins the show for a discussion on the looming debt ceiling, why deflation (not inflation) is ahead and his outlook for both commodities & hard asset's, such as Gold & Bitcoin.

Expecting a recession in 2023, Mike walks through the global slowdown taking place, and shares insights into how the commodity markets are signalling declining liquidity & recessionary headwinds. To hear all this and more, you'll have to tune in!
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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mike: https://twitter.com/mikemcglone11
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
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Referenced In The Show:

Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
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Timestamps

(00:00) Introduction
(00:17) The Debt Ceiling Looms, What Next?
(05:41) We Are Heading Towards Deflation
(09:30) Mike's Outlook On Markets
(14:28) Have Higher Interest Rates Been Felt Yet?
(19:11) Research Ad
(20:00) The Gold Bull Market Is Here
(23:49) Is De-Dollarization Real?
(30:18) Why Are Hedge Funds Record Short Treasury Bonds?
(32:09) Deflation Deflation Deflation... "We're All Turning Japanese"
(35:48) Permissionless II Ad
(36:36) Is There A Structural Case For Inflation?
(45:00) Mike's Macro Framework
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's episode of On The Margin, Mike McGlone Senior Macro Strategist at Bloomberg Intelligence joins the show for a discussion on the looming debt ceiling, why deflation (not inflation) is ahead and his outlook for both commodities & hard asset's, such as Gold & Bitcoin.

Expecting a recession in 2023, Mike walks through the global slowdown taking place, and shares insights into how the commodity markets are signalling declining liquidity & recessionary headwinds. To hear all this and more, you'll have to tune in!

--

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Mike: https://twitter.com/mikemcglone11

Follow Michael: https://twitter.com/MikeIppolito_

Follow Blockworks: https://twitter.com/blockworks_

--

Referenced In The Show:

Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU

--

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023

--

Timestamps

(00:00) Introduction

(00:17) The Debt Ceiling Looms, What Next?

(05:41) We Are Heading Towards Deflation

(09:30) Mike's Outlook On Markets

(14:28) Have Higher Interest Rates Been Felt Yet?

(19:11) Research Ad

(20:00) The Gold Bull Market Is Here

(23:49) Is De-Dollarization Real?

(30:18) Why Are Hedge Funds Record Short Treasury Bonds?

(32:09) Deflation Deflation Deflation... "We're All Turning Japanese"

(35:48) Permissionless II Ad

(36:36) Is There A Structural Case For Inflation?

(45:00) Mike's Macro Framework

--

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.