On The Margin
351 episodes - English - Latest episode: 7 days ago - ★★★★★ - 97 ratingsThe worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.
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Episodes
The 2023 Bull Market Has Further To Run | Weekly Round Up
July 29, 2023 11:00 - 44 minutesFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — After many weeks apart, Mark & Mike reunite to discuss the top stories of the week. In the midst of earnings season, we take a look at the bull market of 2023 & discuss whether the rally has further to run, or not? We also discuss the FOMC meeting which saw the Fed hike 25bps to the highest level in 22 years. W...
Balaji Srinivasan: Crypto Networks, Sovereignty & Decentralization with Akshay BD
July 27, 2023 11:00 - 1 hourFollow Lightspeed on YouTube: https://bit.ly/43o3Syk Follow Lightspeed on Apple: https://apple.co/3OhiXgV Follow Lightspeed on Spotify: https://spoti.fi/3OkF7PD -- This is a special episode of Lightspeed, Blockworks' newest podcast, where we interview Balaji Srinivasan and Akshay BD to discuss crypto networks, sovereignty and the practicality of decentralization. If you only tune in to one episode of Lightspeed, this is it. We discuss if crypto is a bet on tech or financial collapse, blockcha...
Powell Raises Rates To A 22-Year High, Is This The End? | Jim Bianco
July 26, 2023 20:52 - 55 minutesFollow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Jim Bianco Founder of Bianco Research LLC joins the show to break down Powell's comments after the Fed raises rates 25bps to a 22-year high. Will this rate hike mark the end of the Fed's hiking cycle, or could we see a resurgence in inflation as month over month base effects...
The Big Tech Bull Market, Not A Mania Yet | Round Up
July 22, 2023 11:00 - 53 minutesFollow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- With Mike & Mark out, Jack Farley of the Forward Guidance podcast joins Blockworks' very own newsletter writer Byron Gilliam for a wide raging discussion on the top stories of the week. With the recent Ripple vs SEC ruling, we discuss what impact this has for not only Ripple, but the crypto industry more...
The Recession Paradox | Alfonso Peccatiello
July 19, 2023 11:00 - 1 hourFollow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Alfonso Peccatiello, founder of The Macro Compass, returns to Forward Guidance to discuss why there's no U.S. recession as of yet, how long is the lag of rate hikes' effect on the economy, and why bonds haven't performed well despite a rapid fall in inflation. Jack and Alfonso debate whether central banks...
Recession Cancelled: Crypto Summer Is Here | Weekly Round-up
July 15, 2023 11:00 - 1 hourWith Mike out, Jack Farley of the Forward Guidance podcast fills in to guest-host this episode. Mark and Jack talk about everything from the Knights Templar to the potential approval of Blackrock's spot Bitcoin ETF. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Jack: https://twitter.com/JackFarley96 Follow Blockworks: https://twitter.com/blockworks_ -- Use code GUIDANCE20 to get 20% off Permissionless 2023 in Austin: https://bloc...
Central Banks Fight Inflation, China Battles Deflation | Nick Glinsman
July 12, 2023 11:00 - 58 minutesFollow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode Nick Glinsman Co-Founder at Malmgren-Glinsman Partners joins the show for a discussion on the current global macro outlook in 2023 as we enter the second half of the year. While central banks continue to fight fiscal driven inflation using monetary policy, Nick argues that financial condition...
BlackRock's Bitcoin ETF Is A "Big Deal", Here's Why | Round Up
July 08, 2023 10:00 - 52 minutesThis week, Mark returns to the weekly roundup after a two week hiatus! We dive straight into the biggest story of the week as Larry Fink took to the airwaves with a switched stance on Bitcoin weeks after BlackRock, the largest asset manager in the world, filed for their highly anticipated spot Bitcoin ETF. We discuss the implications of a spot Bitcoin ETF being approved, and in Mark's own words, it would be a "big big deal". To hear all this and more, you'll have to tune in! -- Follow On The ...
The End Game For Central Banks Inflation Fight | Lyn Alden
July 05, 2023 11:00 - 48 minutesFollow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation. Early to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 & beyond...
Will The Fed Get Their Soft Landing? | Weekly Round Up
July 01, 2023 11:00 - 59 minutesFollow Forward Guidance On Spotify: https://spoti.fi/3poBcr6 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This week, as Mark continues his tour around Europe, Jack Farley host of the Forward Guidance podcast joins the show to discus the top stories of the week. As economic data & growth remains resilient, markets continue rallying despite negative sentiment coming into the year. We discuss whats in store for ...
Veteran Money Manager On A.I's Disruptive Innovation | Jordi Visser
June 28, 2023 11:00 - 53 minutesOn today's episode of On The Margin, Jordi Visser a veteran money manager & currently President and CIO, Weiss Multi-Strategy Advisers joins the show for a discussion on the disruptive technologies changing the investing landscape in 2023. With the release of ChatGPT in 2022, a tidal wave of investment & excitement has resurged around the promise of A.I. In this episode, Jordi walks through the opportunities this technology can provide in 2023 & beyond. To hear how Jordi approaches investing...
Return Of The Bull Market? | Weekly Round Up
June 24, 2023 11:00 - 1 hourFollow Forward Guidance On Spotify: https://spoti.fi/3poBcr6 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This week, Jack Farley host of the Forward Guidance podcast joins the show for a discussion on the biggest stories of the week. With Bitcoin breaking past $30,000, equity indices reaching new bull market territory and many speculating that the Fed has finished hiking, we walk through the liquidity backdr...
The Fed Won't Come To The Rescue Anytime Soon | George Goncalves
June 21, 2023 17:00 - 1 hourOn todays episode of On The Margin George Goncalves MUFG's Head Of Macro Strategy joins the show for a discussion on the outlook for H2 2023. Reflecting on the Fed's quest to fight inflation amidst their fastest hiking cycle in recent history, George outlines why the economy has remained resilient thus far, and how leading indicators are pointing to a further deceleration in the second half of 2023. To hear all this & more, you'll have to tune in! To view George's slide deck mentioned in t...
Is Global Liquidity Beginning To Resurge? | Weekly Round Up
June 17, 2023 11:00 - 52 minutesThis week, Mike & Mark discuss the busy news week beginning with the Fed's decision to pause rate hikes, leading many to believe this could be the end of the hiking cycle despite Powell's comments that “nearly all committee participants expect it will be appropriate to raise towards the end of the year”. We then discuss the global liquidity picture as China hints at more stimulus, the Fed pauses & markets continue ripping higher. Finally, we take a look at Blackrock's Bitcoin ETF filing and ...
Did The Federal Reserve Just Back Down? | Joseph Wang
June 14, 2023 22:43 - 1 hourOn today's episode of On The Margin we invite Joseph Wang CIO at Monetary Macro for a discussion on Powell's press conference post FOMC. With Tuesday's CPI report coming in-line with expectations, the Fed Funds rate now rests above the year over year inflation number. The number one question market participants are now asking themselves is will the Fed continue to hike, or is the hiking cycle about to reverse? Luckily, we have the perfect guest to help answer that question, but to hear that, ...
Gensler Cracks Down On Coinbase & Binance, What Next? | Weekly Round Up
June 10, 2023 11:00 - 1 hourThis week, Mike & Mark discuss the SEC lawsuits against Coinbase & Binance, what this means for exchanges & the U.S crypto industry going forward. We break down the nuances between the two different lawsuits and the separate allegations brought to the two titans in the crypto industry. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blo...
Markets Are Signalling A Recession Is Imminent | Eric Basmajian
June 07, 2023 11:00 - 53 minutesOn today's episode of On The Margin, Eric Basmajian Founder of EPB Research joins the show for a discussion on the business cycle slowdown that suggests a "recession is imminent". With Eric's research following leading, cyclical and lagging indicators, he manages to keep a pulse on the current economic environment and its ultimate impact on markets. To hear all this & more, you'll have to tune in! — Follow Eric: https://twitter.com/EPBResearch Follow EPB Research: https://epbresearch.com/ Fol...
The Effects Of Fed Tightening Are Emerging | Weekly Round Up
June 03, 2023 11:00 - 1 hourThis week, Mike & Mark discuss the emerging effects of the Fed's tightening, before diving into the current state of markets. With big tech carrying the index higher, Mark breaks down the current market breadth & how it signals an unhealthy market condition. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/...
Bitcoin's Solution To "The Inflation Paradox" | Jeff Booth
May 31, 2023 11:00 - 52 minutesOn todays episode of On The Margin Jeff booth Entrepreneur, Author of The Price of Tomorrow & General Partner at Ego Death Capital joins the show for a discussion on the exponential growth of A.I. With his background in technology, Jeff walks through the threat of A.I within our current economic system and how Bitcoin could be a solution to "the inflation paradox". To hear all this & more, you'll have to tune in! -- Follow Jeff: https://twitter.com/JeffBooth Follow On The Margin: https://tw...
What's The Global Liquidity Picture Signaling | Weekly Round Up
May 27, 2023 11:00 - 1 hourThis week, Mike & Mark discuss the global liquidity picture and if the Fed hiking cycle is over as optimism emerges within markets. We also go on to discuss the major rally & other A.I related equities as Nvidia beat on their recent earnings release. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockwor...
U.S Dollar & Energy's Role In The "Debt Death Spiral" End Game | Luke Gromen
May 24, 2023 11:00 - 50 minutesOn today's episode of On The Margin, Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the end game for the Fed. After highlighting many of the structural shifts underpinning the current monetary system over the past few years, Luke lays out his thesis on the intersection between peak cheap energy and the U.S dollar system. Luke goes on to walk through how the Fed will be forced to manage these dynamics with inflation above trend and record hig...
The Debt Ceiling Looms, What Next? | Weekly Round Up
May 20, 2023 11:00 - 1 hourThis week, Mike & Mark discuss the outlook for markets at a moment of uncertainty for both bulls & bears. With the U.S debt ceiling looming, consensus still expecting a recession & the market beginning to price a pause in the Fed's tightening cycle, Mark shares his outlook throughout the rest of the year. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/Mik...
A Recession Is Unavoidable | Mike McGlone
May 17, 2023 11:00 - 50 minutesOn 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 m...
Have Rising Interest Rates Been Felt Yet? | Weekly Round Up
May 13, 2023 11:00 - 1 hourThis week Mike & Mark discuss wether the effect of rising interest rates have really been felt yet, this weeks CPI print and why we should prepare for deflation throughout 2023, not inflation. As inflation continues on it's downward trajectory, how will this impact the Fed's reaction function, the economy & markets? To hear all this and more, you'll have to tune in! __ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twit...
Meme Mania: Why You Should Pay Attention | 1000x
May 11, 2023 13:47 - 48 minutesSPECIAL EPISODE: This is an episode of Blockworks' new podcast called 1000x! 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that is for traders by traders (or anyone interested in trading/markets). In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi a...
Where Are We In The Macro Cycle? | Bob Elliott & Cameron Dawson
May 10, 2023 11:00 - 55 minutesOn today's episode of On The Margin, Bob Elliott Co-Founder & CIO at Unlimited Funds & Cameron Dawson CIO at NewEdge Wealth join the show for a discussion on where are we in the current macro cycle. On the back of a better than expected earnings week, continued banking turmoil and a perceived hawkish FOMC meeting, Bob and Cameron share their thoughts on the path ahead for 2023 as the tightening cycle has yet to fully ripple through the economy and markets. Expecting "more pain to come", Bob ...
The Collapse Of First Republic Bank, What Happens Next? | Weekly Round Up
May 06, 2023 11:00 - 1 hourThis week Mike & Mark discuss the collapse of First Republic Bank and the subsequent acquisition by JP Morgan. Even with an FOMC meeting where the Fed raised an expected 25bp, regional bank headwinds remained the focus as certain bank equities fell sharply and First Republic Bank was acquired in a very favourable deal between the FDIC & JP Morgan. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/Mar...
The Bull Market In Hard Assets | Jan Van Eck
May 03, 2023 11:00 - 43 minutesOn today's episode of On The Margin, Jan Van Eck CEO of VanEck joins the show for a discussion on the "new paradigm" markets find themselves in and how this could be a catalyst for a bull market in hard assets. As investors tackle inflation, rising rates and structural demographic shifts in 2023, Jan explores how investors can approach diversifying their portfolios. With Bitcoin rallying 70%+ and Gold boasting a 13%+ return year to date, are we in a new bull market for safe haven hard assets...
The Banking Panic Isn't Over Yet | Weekly Round Up
April 29, 2023 11:00 - 1 hourThis week, Mike & Mark discuss the continued banking panic after First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. We then discuss the recent price action in the crypto market with Bitcoin hovering around $30,000 as some OG crypto whales begin moving coins in addresses that haven't seen activity in years. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYu...
The Incoming Recession Is A 2023 Story | David Rosenberg
April 26, 2023 11:00 - 1 hourOn today's episode of On The Margin, David Rosenberg Founder and President of Rosenberg Research & Associates joins the show for a discussion on the mounting recessionary headwinds that signal towards a recession in the second half of 2023. Arguing that "a recession is a 2023 story", David walks through the leading indicators that suggest a slowdown could be on the very near horizon. To hear all this and more, you'll have to tune in! -- Follow David: https://twitter.com/EconguyRosie Follow On...
An Update On The "March Banking Panic" | Weekly Round Up
April 22, 2023 11:00 - 53 minutesThis week, Jack Farley host of the Forward Guidance podcast joins the show to discuss bank earnings a month on from the "March banking panic". We also discuss the Fed's weekly H.4.1 report which saw a slight uptick in the BTFP usage, and a slight reduction in the discount window borrowing. We then tie how all these factors will effect the economy and markets, but to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/...
Progressing Through The Credit Tightening Cycle | Julian Brigden
April 19, 2023 17:00 - 44 minutesOn today's episode of On The Margin, Julian Brigden Co-founder of Macro Intelligence 2 Partners joins the show to discuss the process of tightening credit in the banking system and what it will mean for the economy and markets. To hear all this and more, you'll have to tune in! -- Follow Julian: https://twitter.com/JulianMI2 Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market...
The "Wave Of Global Liquidity" Driving Markets Higher | Weekly Round Up
April 15, 2023 10:00 - 1 hourThis week, Mike & Mark discuss the "global wave of liquidity" that has hit markets in recent months. Mark states that China, Japan & the U.S have all contributed to the positive liquidity backdrop which has seen stocks and crypto aggressively rally. We also discuss the recent U.S inflation numbers, what this means for markets & the economy in the coming months. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://t...
The Fed Hikes Until Something Breaks, Something Broke | Jim Bianco
April 08, 2023 11:00 - 1 hourOn today's episode of On The Margin Jim Bianco of Bianco Research joins the show to discuss the fallout of SVB's collapse, and the turmoil that ensued in the banking system. Arguing that rates are currently too high for banks, how will the Fed be forced to react whilst managing both financial stability and inflation. To find out, you'll have to tune in! -- Follow Jim: https://twitter.com/biancoresearch Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/On...
Markets Are Trapped In A "Liquidity Limbo" | Jurrien Timmer
April 05, 2023 16:30 - 1 hourTo view the charts discussed in today's episode, head over to our YouTube here: https://youtu.be/d04D0_WjqEg -- On today's episode of On The Margin, Jurrien Timmer Director of Global Macro at Fidelity joins the show for a discussion on the current "liquidity limbo" markets find themselves in. Bulls expect recessionary pressures to abide, rate hikes to turn into cuts and financial conditions to loosen whilst the bears foresee an earnings decline, more Fed tightening and a continued tightening ...
A Liquidity Masterclass: Preparing For A Credit Cycle Downturn | Darius Dale
April 01, 2023 11:00 - 58 minutesOn today's episode of On The Margin, we welcome Darius Dale Founder & CEO of 42 Macro back to the show to discuss the recent liquidity measures in response to the banking turmoil over the past few weeks. With Markets rallying and investors piling back into the best performing asset's of the past two years, Darius urges caution. While the banking scare of recent weeks doesn't resemble 2008, "don't be a hero". Darius walks through the current liquidity cycle and describes how that could quickl...
The Next Stage Of The Banking Crisis, Commercial Real Estate
March 29, 2023 20:57 - 1 hourOn today's episode of On The Margin, we sit down with James Davolos Portfolio manager at Horizon Kinetics and Sholom Jacobs CEO and founder of Jacobs Real Estate Advisors for a discussion on commercial real estate and it's impact on the continued turmoil in the banking sector. With 70% of commercial real estate loans being supplied by small sized regional banks, how will low occupancy levels, higher interest rates and deposit flight to global systemically important banks (G-SIBs) impact the ...
Will Bank Turmoil Cause The Fed Pivot? | Weekly Round Up
March 25, 2023 11:00 - 1 hourAfter another week of continued turmoil across the banking sector, Mike and Mark discuss the "crisis of confidence" that is spreading across the banking system. With Deutsche Bank coming into the spotlight towards the end of the week, are the headlines overblown, or could further issues lie ahead for European banks? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twit...
Can The Fed Keep Raising Rates Amidst A Banking Crisis? | Michael Howell
March 22, 2023 21:46 - 1 hourOn today's episode of On The Margin, we sit down with Michael Howell Managing Director at Cross Border Capita to discuss the most recent FOMC meeting. With a backdrop of banking turmoil, historic bond market volatility and above target inflation, how will Powell react to the recent market action? To find out, you'll have to tune in! — Follow Michael: https://twitter.com/crossbordercap Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jack: https://twitter.com/JackFarley96 Follo...
Bank's Face A Crisis Of Confidence | Weekly Round Up
March 18, 2023 11:00 - 1 hourAfter another week of continued turmoil across the banking sector, Mike and Mark discuss the developing fallout since Silicon Valley Bank's collapse. This week, Credit Suisse faced record outflows, resulting in a $54 Billion loan from the Swiss National Bank as the bank faces a "crisis of confidence". To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIpp...
The Collapse of SVB, Silvergate & Signature Bank | Caitlin Long and Nic Carter
March 17, 2023 21:00 - 57 minutesOn today's episode of On the Margin, Caitlin Long Founder & CEO at Custodia Bank & Nic Carter Founding Partner at Castle Island Ventures join the show to discuss the recent banking turmoil with the collapse of Silvergate and Silicon Valley Bank which led to the closure of Signature Bank over the weekend. Interest rate risk in HTM portfolios was the key driver of the recent bank runs we have seen, but how have they reverberated all around the world? We then discuss the political backlash cryp...
Markets Look Past Silicon Valley Bank's Collapse | Weston Nakamura
March 16, 2023 12:01 - 50 minutesFollow Market Depth On Spotify: https://spoti.fi/3mVTs9U Follow Market Depth On Apple Podcasts: https://apple.co/40dA2vm Follow Market Depth On YouTube: http://bit.ly/3JKhw8I -- On today's episode of On the Margin, Weston Nakamura, the latest addition to the Blockworks team joins the show to discuss his brand new podcast Market Depth! You can follow the links above to listen to the first episode of Market Depth. Following the collapse of Silicon Valley Bank, Mike and Weston discuss the marke...
Governor Kuroda: The Decade’s Most Consequential Central Banker
March 16, 2023 10:06 - 47 minutesThis debut episode is from our brand new podcast Market Depth hosted by Weston Nakamura. Follow Market Depth using the links below to stay up to date with the latest episodes! Follow Market Depth On Spotify: https://spoti.fi/3mVTs9U Follow Market Depth On Apple Podcasts: https://apple.co/40dA2vm Follow Market Depth On YouTube: http://bit.ly/3JKhw8I -- Follow Weston: https://twitter.com/acrossthespread Follow Blockworks: https://twitter.com/Blockworks_ Get top market insights and the latest...
The Largest Bank Failure Since 2008 | Weekly Round Up
March 11, 2023 12:00 - 1 hourThis week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit doors in typical bank run style fashion. What lies ahead for the banking industry from here? Will contagion spread like in 2008, or are banks much better capitalised to weather the storm in 2023? To hear all this and ...
The China Reopening: A Tale of Two Stories | Shehzad Qazi
March 08, 2023 12:00 - 43 minutesOn today's episode of On the Margin, Shehzad Qazi Managing Director at China Beige Book joins the show for a discussion on the cyclical and secular outlook for the Chinese economy. As China has announced their full reopening, Shehzad is able to walk through the data China beige Book has been able to collect throughout January and February. Expecting a positive year for China, Shehzad walks through both the cyclical and more structural slower growth environment China will experience over the ...
Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li
March 04, 2023 12:00 - 56 minutesThis week, as Mark takes some well deserved time off, we combine forces with Jack Farley, host of the Forward Guidance podcast for a special edition of Forward Marginal Guidance. As Berkshire Hathaway released their 2023 shareholder letter, we invited Buffett expert Yun Li to the show to share her top takeaways from this years annual letter. We then take a deep dive into inflation, yields and the how the Fed may be forced to act as signs of inflation resurging rear their head. To hear all th...
Powell's Job Isn't Done Yet | Cameron Dawson
March 01, 2023 12:00 - 1 hourOn today's episode of On the Margin, Cameron Dawson CIO at NewEdge Wealth joins the show for a discussion on the path ahead for the Fed, the outlook for earnings and a potential new regime for markets as certain inflation data begins reaccelerating. We also take a look at some of America's great recessions and discuss wether or not they provide good comparisons to 2023. To hear all this and more, you'll have to tune in! -- Follow Cameron: https://twitter.com/CameronDawson Follow Mike: https:...
Coinbase Launches Their Own Layer-2 | Weekly Round Up
February 25, 2023 11:00 - 1 hourThis week, Mike & Mark begin by discussing the Coinbase Q4 earnings which saw an additional $30 million in revenue than analysts had expected. We break down the balance sheet and compare Coinbase's revenue when operating in bull & bear markets. We then move on to Coinbase's layer-2 announcement, Base. Could this signal a turning point amid crypto winter and how will this impact the crypto developer ecosystem. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https:/...
Inflation's Role In The Fourth Turning | Vincent Deluard
February 22, 2023 12:00 - 50 minutesOn today's episode of On the Margin, Vincent Deluard Director of Global Macro at StoneX joins the show for a discussion on the rise of secular inflation. Being early to the inflation call, Vincent walks through the dynamics that allowed him to spot the rise of inflation, and how it will impact the next decade and beyond. We then dive into the role of inflation during a fourth turning and how this could shift the balance back to labor, contrary to the rise of capital during "the great disinfl...
The Inflation Debate Rages On | Weekly Round Up
February 18, 2023 12:00 - 1 hourThis week, Mike & Mark discuss the outlook for inflation in 2023. On the back of a 6.4% YoY CPI, could inflation remain sticky, or will the year ahead be met with a sharp decline in inflation? As "animal spirits" persist in markets, despite the yield curve repricing higher, and the terminal rate along with it, why are markets so intent on fighting the Fed? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitt...