On The Margin
351 episodes - English - Latest episode: 18 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
Will The Fed Get Their Soft Landing? | Warren Pies
February 15, 2023 12:00 - 54 minutesOn today's episode of On the Margin, Warren Pies Founder of 3Fourteen Research joins the show to discuss wether the Fed will be able to achieve their soft landing. Focusing on the housing market, Warren describes how this is the key signal to watch for a hard vs soft landing in the U.S economy. Warren then walks through the Fed's quantitative tightening program and how this could effect markets in 2023. As short term bullish technicals emerge, how should investors position if the long term f...
The SEC Cracks Down On Crypto | Weekly Round Up
February 11, 2023 12:00 - 1 hourThis week, Mike & Mark discuss the SEC crackdown on crypto as Kraken settles for a $30 million fine and agrees to stop it's staking operation. Mark states "first they ignore you, then they laugh at you, then they fight you, then you win". As the pressure ramps up on U.S crypto companies, what will this mean for the future of the industry? -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Fol...
Interest Rates Will Remain Higher For Longer In 2023 | Peter Boockvar
February 08, 2023 16:07 - 51 minutesOn today's episode of On the Margin, Peter Boockvar Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report joins the show for a discussion on the path ahead for the U.S economy. As markets have rallied to start the year, Peter walks through the state of the U.S economy. With inflation having seemingly peaked, Powell seems confident that disinflation will be the path ahead for 2023. Peter breaks down Powell's recent comments at the press conference last week befor...
Markets Rally As The Liquidity Cycle Trends Up | Weekly Round Up
February 04, 2023 12:00 - 1 hourThis week, Mike & Mark discuss the week of central bank rate hikes and press conferences. With the Fed, BoE & ECB continuing to raise interest rates, markets attempted to price in an eventual pause in rate hikes. With the S&P 500 up roughly 7% through January 2023, and the most speculative of names rallying the most, reminiscent of 2021, we walk through the liquidity cycle up trend and how the loosening of financial conditions has eased downward pressure on the market to start off the new ye...
"It's 2021 All Over Again" | Jim Bianco
February 01, 2023 22:39 - 1 hourOn today's episode of On the Margin, Jim Bianco Founder of Bianco Research LLC joins the show alongside Jack Farley Host of Forward Guidance for a discussion on Powell's press conference on Wednesday 1st February. Markets started the new year with a strong rally seeing gains of around 7% in the S&P 500. Many anticipated a hawkish press conference from Jerome Powell in a bid to tighten financial conditions and try ease some of the "animal spirits" that we saw throughout 2021. Jim makes just t...
Can GDP & Earnings Hold On? | Weekly Roundup
January 28, 2023 07:00 - 1 hourThis week, Mark and Mike discuss all things macro as they break down GDP and earning expectations. US GDP just came in above expectations at 2.9%. Is a soft landing possible, or is the economy holding on by a thread? Mark gives his convincing arguments for the latter. We also take a deep dive into the housing market, corporate earnings, overvalued tech stocks and why all eyes are on Japan. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMar...
Bitcoin’s Place in the 2023 Macro Cycle | Charles Edwards
January 25, 2023 07:00 - 55 minutesOn today's episode of On the Margin, Charles Edwards Founder of Capriole Investments joins the show to discuss Bitcoin's place in the current macro cycle. We start with the state of macro and then dive into what inflation, interest rates and the Fed's actions mean for Bitcoin. We hit on frameworks for valuing BTC, Bitcoin's monetary policy and what metrics investors should be watching. Finally, we close with a conversation on Bitcoin's role as an inflation hedge and long-term outlook! -- Fol...
All Eyes On Inflation: "A Pause Is Not A Pivot" | Weekly Round Up
January 21, 2023 12:00 - 1 hourThis week, Mike & Mark are joined by James Davolos Portfolio manager at Horizon Kinetics for a debate on all things inflation. At the end of the day, will team transitory will be proven right into 2023? After hearing last weeks episode, James reached out to engage in a friendly debate with Mark as he has a slightly different view on the inflation dynamics into 2023. We then move on to the mounting pressures in housing as KKR, Blackstone & Starwood limit withdrawals to their REIT products. Ma...
U.S Dollar's Role In The Great Power Competition | Michael Kao
January 18, 2023 13:00 - 1 hourOn today's episode of On the Margin, Michel Kao joins the show for a discussion on the U.S Dollar and its role in the great power competition. Michael outlines his thesis for an upcoming paper on the U.S Dollar looking at the geopolitical significance of the Dollar and the four key economic pillars of which is stands upon. As many have called for the demise of the U.S Dollar, Michael sees the current rules based order continuing, despite the less favourable policies the U.S has enacted. To h...
Turns Out... Inflation Was Transitory | Weekly Round Up
January 14, 2023 12:00 - 1 hourThis week, Mark and Mike discuss all things macro as they break down this weeks CPI release. Taking a deep dive into all the elements of the CPI bucket, Mark expects inflation to continue falling throughout 2023. Will team transitory ultimately be proven right? 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/MikeIppolito_ Follow Blockworks: https://twitter...
Will Clemente & Dylan LeClair | Bitcoin & Macro: 2023 Outlook & 2022 Year In Review
January 12, 2023 12:00 - 1 hourOn today's episode of On the Margin, Will Clemente and Dylan LeClair join Mike to discuss Bitcoin's 2023 outlook. Bitcoin is a liquidity gauge, and the markets are drying up. We explore what we expect from macro, how the Fed will respond and what this means for crypto, bonds and currency markets. Will and Dylan then explain Bitcoin's correlation to macro, why Bitcoin has "failed" to be an inflation hedge and their (bullish) investment thesis. Finally, we close with a conversation on Bitcoin m...
Mark Yusko's Big Calls For 2023 | Weekly Roundup
January 07, 2023 12:00 - 59 minutesThis week, Mark is back for the first On The Margin weekly roundup of 2023! What better way to kick off the new year than with an outlook for the year ahead in markets. As 2022 was dominated by central banks tightening in an attempt to tame inflation, how will these dynamics play out in 2023, and how will they impact asset prices from stocks, bonds, commodities and crypto. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mar...
Crypto's 2022 Year End Review | Matt Fiebach
January 04, 2023 12:00 - 53 minutesOn today's episode of On the Margin, we are joined by one of Blockworks' very own research analysts Matt Fiebach for a deep dive on their most recent report "2022 Year End Review: Network Coverage, Layer 1s & 2s". Matt walks us through the top stories of the year from the Ethereum merge, to the Layer 1 wars, and the various narratives the year saw in crypto markets. We then deep dive into the contagion crypto experienced with 3AC, FTX and other CeFi lenders throughout 2022. Finally, Matt loo...
A 2023 Global Macro Outlook | Joseph Wang & George Goncalves
December 31, 2022 12:00 - 1 hourJack Farley, host of Forward Guidance, welcomes George Goncalves and Joseph Wang to share their 2023 outlook on the Federal Reserve and inflation. Goncalves, Head of U.S. Macro Strategy at MUFG Securities, argues that inflation is slowing rapidly and the Federal Reserve is nearly done with raising interest rates. Joseph Wang, former senior trader for the New York Fed, contends that 2023 will be the year that “transitory will die” and that the Federal Reserve will tighten as far as it can as i...
Brent Johnson: U.S Dollar's Role In The Fourth Turning
December 28, 2022 12:00 - 46 minutesOn today's episode of On the Margin, we are joined by Brent Johnson CEO of Santiago Capital for a discussion on the macro forces that drove markets in 2022 and what to expect heading into 2023. The story of 2022 was the U.S Dollar says Brent, long known for his "Dollar milkshake theory". With the Dollar surging all throughout 2022, Brent walks through the effect it had on other markets from bonds, equities and Gold. Warning of the bear market rallies of 2022, Brent remains cautious on risk a...
Crypto in 2023: Predictions Episode | Weekly Round Up
December 24, 2022 12:00 - 1 hourIn today’s episode of On The Margin, we bring on Jason and Santi from Empire to discuss our 2023 crypto thesis. We debate predictions on the Wallet Wars, ETH vs Bitcoin, the rise of insurance, app-specific vertical integration, the adoption of CBDCs, Coinbase vs DEXs, MEV as a business model and more! - - Timestamps: (00:00) Introduction (02:30) Crypto’s 2022 Wrapped (12:18) The Bottom is in for Crypto, not for Equities (19:46) Kings of Spot & NFT Trading Will Lose Market Share (22:50) Stabl...
2022: The Year In Review | Byron Gilliam
December 21, 2022 12:00 - 47 minutesOn today's episode of On the Margin, we are joined by Byron Gilliam, Blockworks' very own Newsletter writer for a discussion on top market events in 2022, and what to expect going into 2023. We begin by discussing the current bear market in equities and bonds where Byron highlights "this bear market is not that bad" compared to previous bear markets. With his experience as an equites trader, Byron shares his thoughts on the typical 60/40, what equities look reasonably priced after the correc...
The Three Risks Still Left for Crypto | Weekly Round Up
December 17, 2022 12:00 - 1 hourThis week, Mark & Mike discuss the continued FTX fallout as SBF was taken into custody in the Bahamas on Monday. The collapse of FTX left some investors fleeing from exchanges, particularly Binance, but when compared to previous withdrawal days, there was nothing out of the ordinary. We then go on to discuss Genesis and Tether as more potential risks crypto could face, but to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://tw...
The Crypto Trader's Mindset | 1000x
December 15, 2022 12:00 - 54 minutesBlockworks just released a new podcast called 1000x! We're dropping the first episode here as we think you might want to add this podcast to the lineup. 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that dives deep into the macro and micro factors that represent the lifeblood of digital money and web3. In this episode, Avi and Jonah discuss how to think like a crypto trader. They explore how today's market compares to the 2018 bear, where to...
David Rosenberg: A 2023 Recession Is Unavoidable
December 14, 2022 12:00 - 1 hourOn today's episode of On the Margin, David Rosenberg Founder and President of Rosenberg Research joins the show to answer the question: "Have we hit the bear market low?". We start with David's view that the market is still overpriced and the overwhelming odds of a recession in 2023. He explains why the yield curve is the most important variable, what to watch in the bond market and how a consumer default cycle will play out. We then finish the discussion on supply-side inflation, why David...
Don't Fall For The Bear Market Rally | Weekly Roundup
December 10, 2022 12:00 - 1 hourThis week, Mark & Mike discuss the recent market rally and dive into wether this is a new bull cycle, or a classic bear market rally. We then discuss the Alameda venture capital portfolio that was released by the FT walking through the $5.4 Billion of investments on the excel spread sheet. 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/MikeIppolito_ Follo...
Doomberg & Ben Hunt: The Story Arc of SBF, FTX & Alameda
December 07, 2022 12:00 - 1 hourOn today's episode of "On the Margin", Ben Hunt Author of Epsilon Theory & Doomberg, everyones favorite green chicken join the show to discuss "The Story Arc of SBF, FTX & Alameda". One month ago saw the collapse of SBF's crypto empire as FTX filed for bankruptcy. Ben & Doomberg discuss the ties between SBFs exchange FTX and trading firm Alameda Research. We then look into the use of the FTT token and how SBF was able to raise venture capital money at unrealistic valuations. Was SBF negligen...
Joseph Wang & Mark Yusko: Week In Review: SBF, Powell, and Jobs | Weekly Roundup
December 03, 2022 12:00 - 1 hourThis week, Mark & Mike are joined by special guest Joseph Wang for a deep dive on the top stories of the week. SBF spoke at the New York Times Dealbook summit so we share our thoughts on that interview. We then move on to Powell's speech at the Brookings Institution where he hinted at a 50bp rate hike at the next FOMC meeting. Market's rallied after the speech as the expected a more dovish stance from the Fed going forward. What is the outlook for inflation, the job market and what Powell is...
Erik Voorhees Breaks Down SBF's Dealbook Speech
December 02, 2022 16:17 - 1 hourRecorded November 30th This conversation is from a Twitter spaces with Erik Voorhees moments after SBF gave his interview with Andrew Ross Sorkin at the New York Times DealBook summit. Listen On Spotify: https://spoti.fi/3B4xe9H Listen On Apple: https://apple.co/3UsnTiM — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Erik: https://twitter.com/ErikVoorhees Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insig...
Bob Elliott: Entering A Seismic Shift In Private Markets
November 30, 2022 12:00 - 1 hourOn today's episode of "On the Margin", Bob Elliott CIO of Unlimited Funds joins the show to discuss everything happening in markets right now. Prior to founding Unlimited, Bob was a Senior Investment Executive at Bridgewater Associates where he served on the Investment Committee and created investment strategies, many of which were used in the flagship Pure Alpha fund. Having studied previous macroeconomic cycles, Bob states "this is a textbook inflationary cycle". Bob goes on to discuss the...
Trouble Brewing with Sovereign Debt | Weekly Round Up
November 26, 2022 12:00 - 1 hourMichael and Mark take a break today for the Thanksgiving holiday, and welcome Jack Farley from Forward Guidance onto the podcast for a special cross-over episode. This episode from Forward Guidance is with William White, senior fellow at the C.D. Howe Institute, and Joseph Wang, former senior trader for the New York Federal Reserve. They discuss why economic forecasts are so often wrong, how the world can escape the “debt trap,” and how central bankers face a trade-off between price stabilit...
Grant Williams & Pippa Malmgren: The End of Magical Thinking, When Narratives Fail
November 23, 2022 12:00 - 1 hourOn today's episode of "On the Margin", Grant Williams & Pippa Malmgren join the show for a discussion of "the end of magical thinking". "The end of magical thinking", a term phrased by Grant to describe the illusion cheap money allowed for in 2020/21 as markets ignored fundamental valuations and speculation became rampant. Now with inflation, and the Fed tightening at their fastest rate in 40 years to fight inflation, reality has set back in for investors and now we must take a hard look in ...
The FTX Collapse Spreads To Genesis | Weekly Round Up
November 19, 2022 11:04 - 59 minutesThis week, Mark & Mike discuss the continued fallout of FTX. Genesis, the crypto prime broker, ran into liquidity issues during the week causing many yield providing platforms to reduce their yields to 0%. We discuss what this could mean for CeFi lending providers, and who it could effect next. 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/MikeIppolito_ ...
Juliette Declercq: The Fed Will Get Their Soft Landing
November 16, 2022 12:00 - 50 minutesOn today's episode of "On the Margin", Juliette Declercq Founder of JDI Research joins the show for a discussion on the Fed tightening cycle. Contrary to many analysts, Juliette expects a soft landing in 2023 with the labor market remaining resilient as the Fed continues tightening. Juliette makes the case that inflation will continue to roll over throughout 2022 and into 2023, continuing the recent CPI & PPI prints that beat analyst expectations. To hear all this and more, you'll have to tu...
Jim Bianco & Mark Yusko: The Inside Story Behind FTX's Fall | Weekly Round Up
November 14, 2022 00:00 - 1 hourThis week, Mark & Mike are joined by Jim Bianco of Bianco Research to discuss the fallout of FTX. Mike, Mark & Jim discuss the series of events leading up to the bankruptcy of FTX and how the events evolved throughout the week. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jim: https://twitter.com/biancoresearch Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insig...
Jordi Alexander & Justin Bons: Bitcoin Debate: Does Bitcoin Have Utility?
November 09, 2022 12:00 - 1 hourOn today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital & Justin Bons Founder & CIO of Cyber Capital for a Bitcoin debate. Having opposing views on the long term sustainability of Bitcoin, Jordi & Justin debate if Bitcoin has long term staying power and discuss the value propositions of other cryptocurrencies. Does Bitcoin have utility, is it's long term security model sustainable, what are the pros and cons of Proof of Work vs Proof of Stake and is Bitcoin immaculate co...
Powell Remains Hawkish, "Premature To Think About Pausing" | Weekly Round Up
November 05, 2022 11:00 - 53 minutesThis week, Mark & Mike discuss the Fed rate hike decision of 75bp. As markets interpreted the announcement as dovish and a catalyst for a small rally in risk assets, Powell's press conference walked back any dovish bias investors had. Powell made clear to markets, they had no intention of slowing down their tightening "until the job is done". All eyes remain on the labor market as an indicator for when the Fed's tightening will begin to materialise. The unemployment data came out as this epi...
Darius Dale: Progressing Through The Fed Tightening Cycle
November 02, 2022 11:00 - 45 minutesOn today's episode of "On the Margin", Darius Dale CEO of 42 Macro joins the show for a discussion on the Fed's tightening cycle. By tracking the effects of liquidity on financial markets, Darius shares his framework for assessing the current tightening cycle the Fed is embarked on in their quest to fight inflation. While 2020 and 2021 saw markets soar to new highs in a liquidity cycle & growth upturn, 2022 has seen the opposite as the liquidity cycle downturns. In order to understand the ma...
Big Tech Wreck As Earnings Disappoint | Weekly Round Up
October 29, 2022 11:00 - 1 hourThis week, Mark & Mike discuss the sell-off in big tech as earnings and guidance disappoint. With Meta & Amazon down over 20% in after hours just what is big tech signalling to the rest of the market? We then discuss Meta's pivot to the metaverse, wether this is a good long term bet and what is next for big tech? Finally, we discuss what is happening in the Bitcoin mining industry as some mining firms announced being unable to repay their creditors. To hear all the top stories of this week, ...
Leland Miller: Xi Jinping Signals A New Era For China
October 26, 2022 11:00 - 59 minutesOn today's episode of "On the Margin", Leland Miller CEO of China Beige Book joins the show for a discussion on China after their 20th party congress. Markets plunged on Monday after Xi Jinping clearly signalled to the world a new era within China. Leland walks through the paradigm shift in China's growth model going forward and how this spills-over into politics, economics, business and everything in between. Expecting a "slower, healthier" level of growth going forward, Leland helps invest...
Bitcoin Searches For A Bottom...And A New Narrative | Weekly Round Up
October 22, 2022 14:11 - 58 minutesThis week, Mark & Mike discuss everything happening in the crypto markets. As Bitcoin holds steady bouncing around $20,000, should investors expect "crypto spring", or not? Mark shares his insights into the Metcalfe law model that Tim Peterson came on the show in February to discuss. Mark & Mike also discuss Sam Bankman-Fried's proposed DeFi regulation, their broader outlook on the economy & much more. But to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnT...
Eric Basmajian: An Update On The Four Stages of An Economic Slowdown
October 19, 2022 11:00 - 53 minutesOn today's episode of "On the Margin", Eric Basmajian Founder of EPB Macro Research joins the show for an update on his "Four Stages of An Economic Slowdown" episode of On The Margin released in April of 2022. Since Eric made that call in April, things have accelerated, so we invited Eric back to the show for a discussion on how the most important economic signals are pointing to a further slowdown throughout 2022 and into 2023. What does the record tightening in monetary policy mean for the...
It’s Not Just Inflation, The Fed’s Lost Control | Round Up
October 15, 2022 11:00 - 1 hourThe CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next. Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE coming back? Tune in to find out! -- Timestamps: (00:00) Introduction (00:36) Update, Bitcoin Is Still A Volatile Asset (09:46) CPI Print Hot Hot Hot (17:42) Entitlement & Earnings Trouble (23:17) More Rate Hikes? (30:5...
Earnings Season Will Be Very Bad | Weekly Round Up
October 08, 2022 11:00 - 48 minutesAs Mike is away on holiday, Blockworks' very own Jack Farley, host of Forward Guidance, steps in for a discussion on the top stories of the week. On the back of a labor market report, Jack and Mark break down what this means for markets, the outlook for inflation, Ray Dalio's shift in sentiment from his infamous statement "cash is trash" and finally we discuss the turmoil in U.K gilt markets, but to hear that, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPo...
Julian Brigden: The End of Hyper-Financialization
October 05, 2022 11:00 - 59 minutesOn today's episode of "On the Margin", Julian Brigden Co-founder of Macro Intelligence 2 Partners for a discussion on the hyper-financialization of the U.S economy, and how that trend may now be in reverse. Looking back at historic periods of both monetary and fiscal policy being enacted together, Julian was able to identify the trend of inflation at the end of 2020 and beginning of 2021. Since positioning for the equity market correction towards the back end of 2021, Julian shares his thoug...
U.S Dollar Is Starting To Break Things | Mike McGlone
September 30, 2022 11:00 - 46 minutesRecorded on Monday 26th: Before the BoE's Gilt announcement On today's episode of "On the Margin", Mike McGlone Senior Commodity Strategist at Bloomberg joins the the show for a wide ranging discussion. As the U.S Dollar continues rising, markets are beginning to crack. Is there any end in sight for economies around the world? We also discuss what is happening in energy, commodity and crypto markets. How will oil perform ahead of mid term elections in the U.S? Is gold set for a move higher? A...
Doomberg: An Update On Europe's Energy Crisis
September 28, 2022 12:00 - 46 minutesOn today's episode of "On the Margin", Doomberg, everyones favorite green chicken, joins the the show for an update on the European energy crisis. After making bold claims throughout 2021 on the global energy situation, and particularly in Europe, Doomberg provides an update on the state of the European energy crisis. How severe will the impact of high energy prices be for Europe ahead of winter, particularly global manufacturing hubs such as Germany? Finally, Doomberg discusses the effect o...
Markets Brace For A Hard Landing | Weekly Round Up
September 24, 2022 11:00 - 48 minutesAs central banks around the world further increased interest rates, everyone looked to the most important central bank in markets, and that's the Fed. Powell raised by an expected 75bp on Wednesday, signalling "it will be enough". Markets were confused after the initial announcement, but selling increased hours after the announcement, not holding up until Friday's session. Are markets bracing for a hard landing? To find out, you'll just have to tune in! -- Get top market insights and the late...
The "Super Bowl" For Central Banking | Jack Farley
September 21, 2022 12:00 - 45 minutesOn today's episode of "On the Margin", Jack Farley, friend of the show and Host of another Blockworks podcast “Forward Guidance”, joins the show for a discussion on the central banking super bowl. As over 20 central banks around the world decide their key policy rates this week, including the Fed, BoE & SNB, we invited Jack to the show to share his thoughts on what this means for equities, bonds & most importantly inflation. In Jack’s mind, there was no doubt the Fed was “behind the curve”, ...
FedEx CEO Warns of A "Worldwide Recession" | Weekly Round Up
September 17, 2022 11:00 - 1 hourAfter uniting at the Blockworks Digital Asset Summit, Mike & Mark are back to reflect on the conference and dive into the top stories of the week. Markets had their biggest one day sell-off in almost 2 years due to a higher than expected inflation print, FedEX CEO Raj Subramaniam warns of a "worldwide recession" and the Ethereum merge is successfully deployed. Luckily Mike & Mark are on hand to break it all down, but to hear that, you'll have to tune in! -- Get top market insights and the la...
Danielle DiMartino Booth: Powell Won't Stop "Until The Job Is Done"
September 14, 2022 11:00 - 44 minutesOn today's episode of "On the Margin", Danielle DiMartino Booth CEO & Chief Strategist of Quill Intelligence joins the show for a discussion on the Fed and the policy decisions they face throughout 2022 & into 2023. Last time Danielle joined the show, it was January, at the beginning of the year, as it had become clear the Fed stayed too loose, for too long. In that conversation, we discussed what Fed rate hikes would mean for the economy, markets, inflation & housing. Now, nine months later...
Ethereum Merge: Buy the Rumor, Sell the News? | Weekly Round Up
September 10, 2022 11:00 - 48 minutesThis week we discuss one of the biggest news stories in crypto markets as investors await one of the most anticipated events in years, the Ethereum merge. As many grapple with the bull & bear case for the Eth merge, Mark & Mike discuss how they see the merge playing out from their perspective. Could this be a classic case of Buy the Rumor, Sell the News? To find out, you'll have to tune in! -- Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - U...
Dario Perkins: The New Macro Supercycle
September 07, 2022 11:00 - 47 minutesOn today's episode of "On the Margin", Dario Perkins MD of global macro at TS Lombard joins the show for a discussion on the new macro supercycle. As de-globilization increasingly becomes one of the key forces driving markets, Dario walks through one of his recent pieces titled "The Nightmare Scenario For Central Banks". Drawing historical comparisons between today's economy with both the 1940's & 1970's, Dario describes the setup we now have for a new macro regime, and how central banks are...
Has The Bear Market Rally Exhausted Itself? | Weekly Round Up
September 03, 2022 11:00 - 1 hourMark returns on this episode of the round up, and after briefly discussing the matter with Jack last week, I decided to check in with Mark on his thoughts on the US Bond Market. We transition then into talking about the housing market, the soaring fixed mortgage rates, and the lag in home prices that follows. Next I get Mark's thoughts on the recent bear rally, before closing out our round up with mixed feelings on the recent decision about student debt forgiveness. -- Attend DAS, crypto and ...
Michael Howell: Capital Wars, Liquidity & The Rise of China
August 31, 2022 11:00 - 50 minutesOn today's episode of "On the Margin", Michael Howell CEO of Crossborder Capital joins the show for a discussion on the number one force driving markets, liquidity. Discussing Michael's book titled "Capital Wars: The Rise of Global Liquidity", Howell walks through the role of global liquidity, increasing debt and volatility on today's financial system. Have these three factors made our financial system more susceptible to central bank intervention and financial crises? Tune in to hear this...