On The Margin
356 episodes - English - Latest episode: 4 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 end game for the Dollar: China vs the U.S. | Grant Williams and Luke Gromen
October 06, 2021 14:00 - 1 hourIn this episode of On The Margin Mike is joined by returning guests Grant Williams & Luke Gromen. We welcome back two financial market veterans for a special episode exploring the fracturing geopolitical landscape between the east and the west. Grant and Luke share their insight surrounding China's declaration of war on the U.S, how the current monetary system could collapse China's economy, the consequences of globalization, what the end game is for the dollar & how to prepare for the changi...
Breaking-down China’s energy crisis | Weekly Round Up
October 02, 2021 14:00 - 59 minutesIn this episode it's a "charts, charts, charts!" special. Mike and Mark go deep on the budding energy crisis, crypto's 10% rally on Friday, a potential return to 1970s like inflation, housing prices, and finally what the role of government should be. -- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly tra...
The Return to a Deflationary World post COVID: Eric Basmajian
September 29, 2021 14:00 - 46 minutesIn this episode of On The Margin, Mike is joined by Eric Basmajian. Eric is the founder of EPB Macro Research, a service that provides premium fundamental macro economic research, with a focus on long-term & short-term economic cycle risk management. In this episode, Mike & Eric discuss the long term structural deflationary economic trends, cyclical inflation, technologies effect of reducing labour, MMT & how a CBDC could be used to generate high inflation, but a reduction in real growth. --...
China Bans Crypto while Softbank and Tiger Global Move In
September 25, 2021 14:00 - 58 minutesIn this episode of the weekly round up, Mike and Mark cover stimulus payments, commercial bank lending, commodities, bankruptcies and liquidations, China's crypto ban and Softbank and Tiger Global's big move into digital assets. -- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offer...
Jim Bianco on Inflation, MMT, and DeFi's Disruption of Banking
September 22, 2021 14:00 - 1 hourIn this episode of On The Margin, Mike is joined by Jim Bianco. Jim founded Bianco Research, L.L.C in 1990 and has served as President and Macro Strategist for nearly 20 years. In this episode Jim and Mike discuss inflation, MMT, the digital currency revolution and how DeFi can fix inefficiencies in the legacy banking system. __ On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides o...
Evergrande Implosion, Crypto vs Internet Growth, 800 Year History of Inflation
September 18, 2021 14:00 - 58 minutesIn this weekly round up, Mike and Mark get deep into the Evergrande saga. They take a look at credit conditions in China's property sector, and dive into whether or not contagion is likely to spread into adjacent markets. They also cover Tesla and SpaceX, the adoption curve of crypto vs the internet, and the talent migration coming into digital assets. -- Matrixport: On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under...
The Colliding Worlds of Macro and Crypto | Dan Tapiero
September 15, 2021 14:00 - 1 hourIn this episode of On the Margin Mike is joined by Dan Tapiero. We invited Dan back to the podcast to discuss his recent $750 million capital raise for the 10T digital asset fund. With over 20 years in the hedge fund business working at firms such as Tiger Management, Steinhardt Partners & SAC Capital, Dan shares his thoughts on the current macro environment, how 10T approaches investing in crypto companies, the exponential growth of the digital asset ecosystem & the road to a $300,000 Bitcoi...
US China Cold War Heats Up, SEC Sues Coinbase | Weekly Roundup
September 11, 2021 14:00 - 56 minutesIn this week's round up, Mike and Mark cover US investing activity in China, Soros' op-ed on Blackrock's investment decisions in China, and the SEC's decision to sue Coinbase over its lend product. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, ...
The Link Between Housing and Wealth Inequality
September 08, 2021 14:00 - 47 minutesIn this episode of On The Margin, Mike is joined by Bill Blain. Bill is a strategist, specializing in alternative assets at Shard Capital, the award winning investment and asset management firm based in London, UK. Bill is also an industry recognized financial journalist, writing the daily newsletter 'Blain's Morning Porridge'. In this episode, Mike and Bill discuss the recent labor shortage and its effect on inflation, troubles in the U.S housing market, wealth inequality & if cryptocurrenci...
Paulson Calls Crypto Worthless, Gensler Crackdown, FTX.US Acquisition
September 04, 2021 14:00 - 1 hourIn this weekly round up Mike welcomes new co-host Mark Yusko of Morgan Creek to the mix. Mike and Mark discuss expensive equity market valuations, slack in the labor market, John Paulson's comments on crypto, Gary Gensler's comments on crypto, and FTX.US plans for world domination. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over ...
The Long Term Debt Cycle's Impact on the Economy / Darius Dale
September 01, 2021 14:00 - 59 minutesIn this episode of On The Margin Mike is joined by Darius Dale. Darius is the founder and CEO of 42 Macro, an investment research firm aiming to democratize the access to institutional-grade research, allowing investors to take advantage of changing market narratives using data driven signals. In this episode, Darius shares his thoughts on how investors should prepare for a slowdown in global growth, a rise in secular inflation, navigating both financial volatility and political risk, the fou...
Powell Suggests Tapering, NFTs Boom, and Layer 1 Wars Heat Up
August 28, 2021 14:30 - 1 hourIn this episode of the round up, Mike and Tyler discuss rising wages, home prices, the impact of Powell's suggestion to taper, the booming NFT market, and the layer 1 wars that are starting to heat up. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody...
How Credit Expansion Impacts Growth | Alfonso Peccatiello
August 25, 2021 12:00 - 59 minutesIn this episode of On The Margin Mike is joined by Alfonso Peccatiello. Alfonso is the author of the weekly online newsletter The Macro Compass. Alfonso shares his thoughts on the signs of slowing structural growth, financial repression, the effect of quantitative easing, reverse repos and how a Bitcoin standard would affect a credit driven economy. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and...
Binance Implements KYC, OnlyFans Bans Porn, Jay Clayton Signs onto Fireblocks
August 21, 2021 12:00 - 53 minutesIn this episode of On the Margin, Mike and Tyler cover Binance’s regulatory issues, OnlyFans ban on pornography, and Jay Clayton joining Fireblocks’ board. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The offerings include Cactus Custody™, spot OTC, fixed income, structured products...
Bitcoin, Inflation and the Future of Investing - Peter Doyle
August 18, 2021 18:31 - 46 minutesIn this episode of On The Margin, Mike is joined by Peter Doyle the Managing Director, President & Co-Founder of Kinetics Mutual Funds, Inc. Peter weighs in on his thoughts surrounding the bailouts in 2020, navigating the risk of secular inflation, negative real returns for bonds and how Bitcoin could benefit society in the long run. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it pro...
Financial nihilism and political volatility | Demetri Kofinas
August 11, 2021 12:00 - 1 hourIn this episode of On The Margin Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri discusses a wide range of topics from financial nihilism, political volatility, the fourth turning, China vs U.S relations and what prospects decentralization can offer to society. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custod...
Fidelity Director of Macro on Financial Repression and Bitcoin
August 04, 2021 12:00 - 1 hourIn this episode Mike is joined by Jurrien Timmer, Director of Global Macro at Fidelity. Jurrien discusses the markets' record high valuations, inflation's effect on bond yields, financial repression, Bitcoin and Plan B's stock to flow model. Taking a 10,000 foot view, Jurrien highlights how investors can prepare for this period of financial repression and generate returns in a high debt, low yield environment. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital ...
Globalization, Decentralization & Innovation post COVID | Pippa Malmgren
July 28, 2021 12:00 - 1 hourWe couldn't be more thrilled in welcoming Pippa Malmgren to On The Margin who shares valuable insights on the effects of globalization, financialization, creative destruction, debt restructuring, the effects of innovation and crypto fits into her outlook. You are not going to want to miss this one! --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial serv...
The Roundup: JP Morgan Offers Crypto, China Education Clampdown, Evergrande Debt Reckoning
July 24, 2021 12:00 - 1 hourIn this episode of On the Margin, Mike and Tyler discussed JP Morgan's new crypto stock offering, China's clampdown on education companies, and Evergrande's growing debt concerns and the potential connection to Tether. Special Note: This week we are debuting a NEW format. Give us your thoughts in the comments and let us know what you liked (or hated!) --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management ...
Jeff Snider on the Eurodollar System's Impact on Inflation
July 21, 2021 12:00 - 1 hourIn this episode I am joined by Jeff Snider, Head of Global Investment Research at Alhambra Investments. We discussed why the biggest problem we are facing today is a dollar shortage, the makeup and history of the Eurodollar system, the tensions inherent to being the issuer of the global reserve currency, wealth inequality, his thoughts on inflation vs deflation, and finally the growth of the crypto ecosystem. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital as...
The Roundup: Larry Finks Calls for Inflation, Powell's Speech, Bank Earnings
July 17, 2021 12:00 - 46 minutesIn this round up, Tyler, Mike and Casey cover Larry Fink's call for sustained inflation, June's 5.4% CPI print, Powell's speech, the relationship between the Fed and Treasury, bank earnings, and finally where the crypto market is. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes. The off...
Teddy Vallee on the Dollar, Equities and Bitcoin
July 14, 2021 12:00 - 50 minutesIn this episode of On the Margin, I am joined by Teddy Vallee of Pervalle Global Capital to discuss his views on the various asset classes. We cover his views on the dollar, what a strong and weak dollar would mean for the economies, his framework for analyzing equities, his thoughts on volatility, and finally Bitcoin and crypto as an asset class. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management an...
The Roundup: Inflation vs Deflation, Crypto Exchanges, and Commercial Bank Lending
July 10, 2021 12:00 - 1 hourIn this episode of On the Margin, Mike and Tyler are joined by Blockworks reporter Casey Wagner to discuss a debate on inflation vs deflation, the future of crypto exchanges and banks, and the lack of lending coming from commercial banks. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provides one-stop crypto financial services with over $5 billion in average monthly trading volumes...
Xi's Fiery Speech, Jobs Report, NYDIG World Domination
July 03, 2021 12:00 - 38 minutesIn this week's episode, Mike and Tyler covered Xi Jinping's 100th Anniversary speech, the jobs report, and NYDIG's recent spate of partnerships that make it one of the most important companies in crypto. Also, referenced in this week's episode is this clip from Charlie Munger who agrees with the CCP censoring Jack Ma. https://twitter.com/johncardillo/status/1410943453228306433 --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion ...
Tyler Neville on the Biggest Trends in Macro
June 30, 2021 12:00 - 58 minutesIn this episode of On the Margin I am joined by my co-host Tyler to discuss the biggest macro trends he sees playing out today. We discussed his background in finance, the rise of passive, the changing role of volatility, the shift from capital to labor, and the rise of digital assets and the role they play in the growth story. --- On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform. With $10 billion in assets under management and custody, it provide...
a16z Raises $2.2 Billion, Stocks Hit All Time Highs, Oil Rally Continues
June 26, 2021 12:00 - 47 minutesMike and Tyler kick off this episode of On the Margin with a SHAMELESS PLUG for Blockworks' upcoming conference Bretton Woods: The Realignment. It's a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more. For this week's episode, Mike and Tyler cover a16z's $2.2 billion raise, the price-innovation cycle in crypto, US stocks hitting all time highs, oil's continued run up, and finally Robinhood rolling...
Anthony Scaramucci on Investing, Bitcoin and the Future of America
June 23, 2021 12:00 - 42 minutesIn this episode of On the Margin, I sit down with Anthony Scaramucci to discuss his early career, the founding of Skybridge, his move into Bitcoin, his thoughts on other crypto assets, and the future of America. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content ...
FOMC Review, $1 Billion MicroStrategy Offering, Oil Hits Two Year High
June 19, 2021 12:00 - 42 minutesIn this episode of On the Margin, Mike and Tyler discuss why assets are predicting deflation post FOMC, why a high correlation between stocks and bonds means the death of the 60/40 portfolio, the $1 billion equity offering by Microstrategy, and the implications for the economy of rising oil prices. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking ne...
Inflation Hits 5%, BlackRock Gets Too Big, and Anti Trust Comes for Amazon
June 12, 2021 12:00 - 41 minutesIn this episode of On the Margin, Mike and Tyler cover the record CPI print showing 5% inflation, BlackRock and other institutional investors scooping up single-family homes, the Anti Trust bill that would break up Amazon, and El Salvador adopting Bitcoin as legal tender.
Inflation & the Coming Bull Run in Gold, Silver & Commodities | Tavi Costa
June 09, 2021 12:00 - 1 hourIn this episode of On the Margin I am joined by Tavi Costa, Portfolio Manager on Crescat Capital. In this episode, Tavi breaks down his view on why we may be headed towards inflation, the three pillars of inflation, and why he thinks we are headed for a bull run in gold, silver and other commodities. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking ...
Disappointing Jobs Report, Fed Unwinds Corporate Bonds, and Generational Inequality for Millenials
June 05, 2021 12:00 - 54 minutesIn this week's round up, Mike and Tyler cover the disappointing US jobs report and the market's reaction to it. In the month of May, the US added 559,000 jobs compared to expectations of 650,000. The funny thing? Stocks traded up. They also covered the Fed's unwinding of its corporate bond purchases and the possibility of tapering, investor activism in Exxon, and a Bloomberg article on inequality between Baby Boomers, Gen X, and Millenials. If you like this episode be sure to subscribe to o...
Brent Johnson On Whether Inflation is Transitory or Enduring
June 02, 2021 12:00 - 1 hourIn this episode of On the Margin, Brent Johnson of Santiago Capital discusses his views on whether or not CPI inflation is transitory or here to stay. We cover Brent's view on the most recent CPI and PCE prints, why consumer prices are ticking up, and whether or not he thinks we are headed for inflation or deflation. We also did a review of Brent's famous "dollar milkshake theory," the impact of fiscal and monetary stimulus on the dollar, and why he believes a strong dollar is dangerous for...
$453 Billion Reverse Repo, China Restricts Commodities, Inflation Ticks Up, AMC Soars
May 29, 2021 12:00 - 45 minutesIn this week's episode of on the Margin, we cover: ・The $453 billion that has flown into the Federal Reserve's reverse repo facility ・Why there is too much liquidity in the system, and what that means for bonds and quantitative easing ・China's crackdown on Bitcoin, and how the real problem might be rising commodity prices and inflation ・Core PCE rose higher than expected, and Tyler and Mike disagree on whether or not inflation is transitory ・Financial nihilism with the rise of meme stocks lik...
Steve Van Metre on Why QE Will Cause More Deflation
May 26, 2021 12:00 - 1 hourIn this week's episode, Steve Van Metre presents the other side of the popular macro narrative that inflation is coming. Steve's analysis is heavily focused on QE, and how that program is designed to cause lower interest and a stronger dollar. In this episode we cover how the mechanism behind QE works, why it traps dollars in the system, and how that ultimately leads to deflation. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Ma...
The Roundup: Crypto Market Sell-Off, Fed Tapering, S&P and Treasury Correlation
May 22, 2021 12:00 - 1 hourIn this week's round up, Mike and Tyler cover crypto's massive sell off, how to contextualize it, and what comes next. They also discuss the first whispers of tapering from the Fed, a twenty year high in correlation between equities and bonds, and China SRO's reiterating the ban on trading crypto. --- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking new...
A High Yield Bond Trader Describes the Bull Case for Bitcoin
May 19, 2021 12:00 - 1 hourIn this episode Greg Foss of 3iQ presents the ultimate macro case for Bitcoin. Greg was the first high yield bond trader in Canada, and comes at Bitcoin from a very math-oriented and macro perspective. We cover his time working as a trader, his framework for assessing the bond market, why the market for credit default swaps is so important, and why Bitcoin is a critical tool for hedging against an uncertain future. If you like this episode be sure to subscribe to our newsletter at https://blo...
The Roundup: Elon Dumps Bitcoin, Justice Department Looks Into Binance
May 14, 2021 12:00 - 50 minutesThis week: Elon announces that Tesla will stop allowing customers to pay in Bitcoin, the US Department of Justice and IRS look into Binance, and Stan Druckenmiller predicts the currency will lose reserve status in 15 years. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more ...
Mike Green Explains the US-China Relationship and the State of the American Dream
May 12, 2021 12:00 - 1 hourIn this episode I am joined by Mike Green of Simplify Asset Management for a discussion on the US China relationship. We covered the rise of China and its key strategic objectives, how the US faces challenges internally, rising inequality as a vector of attack, the relationship between capital and labor, and finally a path forward for the future. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Bloc...
The Roundup: Banks Offer Bitcoin, Cathie Wood's ARK Stumbles
May 08, 2021 12:00 - 45 minutesThis week in macro: NYDIG rolls out Bitcoin to "hundreds of US banks," Goldman and Citi mull trading desks, and Cathie Wood's ARK ETF dips 30%. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.
Ted Seides Breaks Down the Business of Hedge Funds
May 05, 2021 12:00 - 1 hourIn this episode of On the Margin I am joined by Ted Seides, co-founder at Protege Partners and host of the Capital Allocators podcast. In this episode, we discuss his past experience working under David Swensen at Yale, the creation of the Endowment Model, the current state of the hedge fund industry, and Ted's thoughts on Bitcoin. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial...
The Roundup: Negative Rates Hit US, Nexon Buys Bitcoin, ETH Outperforms
May 01, 2021 12:00 - 1 hourThis week in macro: rates on 1 month issued US treasuries turned negative, South Korean gaming company Nexon bought $100 million in Bitcoin, Eth went on a run, and Germany embraced crypto. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit...
Negative Rates Hit US, Nexon Buys Bitcoin, ETH Outperforms
May 01, 2021 12:00 - 1 hourThis week in macro: rates on 1 month issued US treasuries turned negative, South Korean gaming company Nexon bought $100 million in Bitcoin, Eth went on a run, and Germany embraced crypto. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit...
Danielle DiMartino Booth on When the Fed Crossed the Rubicon
April 28, 2021 12:00 - 45 minutesIn this episode of On the Margin, Danielle DiMartino Booth brings her deep historical knowledge of the Fed to a wide-ranging discussion of the economy. We cover the evolving role of the Federal Reserve, how the Fed "missed its chance" to normalize markets, the worsening relationship between the US and China, and her opinions on inflation vs deflation. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Bl...
The Roundup: Capital Gains Tax proposed to Jump to 39.6%
April 24, 2021 12:00 - 42 minutesThis week in macro: Biden proposes to raise the capital gains tax to 39.6%, we're seeing the beginnings of soft commodity inflation, Mike Novogratz's Galaxy Digital might buy BitGo, and Coinbase Pro announces support for Tether's Ethereum based USDT Stablecoin. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a fina...
Luke Gromen on the Unwinding of the Monetary System
April 21, 2021 12:00 - 1 hourLuke Gromen, Founder and CEO at Forrest for the Trees LLC, joins us for this episode of On the Margin to discuss his view of the monetary system. We cover the bubble in sovereign debt, how the petrodollar system was established, the fracturing relationship between the US and China, and finally the role Bitcoin and gold may play in the future. ---- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, ...
The Roundup: Yield Curve Control, Coinbase IPO, and Uniswap V3
April 17, 2021 13:00 - 52 minutesThis week in macro: Treasury yields fell to 1.5%, a possible sign of yield curve control. Then Dan Loeb and Brevan Howard started investing in Bitcoin, Coinbase debuted its direct listing, and Uniswap announced v3. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and ...
Jeff Booth on the Link Between Inflation and Inequality
April 14, 2021 12:00 - 1 hourMy guest this week is investor, entrepreneur and author Jeff Booth. Jeff's main observation is as simple as it is profound: we live in a deflationary world that depends on inflation for economic growth. How can we reconcile those two ideas? In short, we can't. In this episode we covered the powerful deflationary impacts of deflation, the inflationary structure of our current monetary system, how government meddling is leading to inequality, and how Bitcoin may lead us to a brighter future. --...
The Roundup: Peter Thiel Calls Bitcoin "Financial Weapon," Stock Buybacks, & Coinbase Earnings
April 10, 2021 14:51 - 48 minutesThis week in macro: Peter Thiel calls bitcoin a "Financial Weapon," US share buybacks are picking up, Coinbase released their Q1 earnings, and State Street is lending its technology to institutional trading platforms. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news a...
Lily Francus on How the Growth of Options is Reshaping Market Structure
April 07, 2021 12:00 - 39 minutesIn this episode of On the Margin, I sit down with Lily Francus to discuss the rapid expansion of the options market. We discussed the Fed's impact on the market, what is driving the growth in options, how options suck liquidity out of the market, and their impact on volatility. Lily is one of the sharpest minds I've spoken to, especially when it comes to market structure. I hope you all learn as much as I did. ---- If you like this episode be sure to subscribe to our newsletter at https://blo...
The Roundup: Archegos Meltdown, Biden's $2 Trillion Plan, and Morgan Stanley Bitcoin Funds
April 03, 2021 12:00 - 46 minutesThis week in macro: Biden $2 Trillion Infrastructure Plan, Leveraged Blow Up at Archegos Capital Management, and Visa moves to settle payments in USDC. All this and more on this week’s roundup with Michael Ippolito and Tyler Neville. If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investor...