Follow 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 Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year. Questioning the soft landing narrative, Jesse expects a deterioration in economic data ...
Aug 02, 2023•43 min•Season 1Ep. 242
Follow 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 year...
Jul 29, 2023•44 min•Season 1Ep. 241
Follow 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, blockchain ...
Jul 27, 2023•1 hr 21 min
Follow 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 be...
Jul 26, 2023•55 min
Follow 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...
Jul 22, 2023•54 min•Season 1Ep. 239
Follow 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 pr...
Jul 19, 2023•1 hr 13 min
With 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://blockwo...
Jul 15, 2023•1 hr 15 min
Follow 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 conditions ar...
Jul 12, 2023•58 min
This 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 Mar...
Jul 08, 2023•52 min•Season 1Ep. 236
Follow 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...
Jul 05, 2023•48 min•Season 1Ep. 235
Follow 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...
Jul 01, 2023•59 min•Season 1Ep. 234
On 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 i...
Jun 28, 2023•53 min•Season 1Ep. 233
Follow 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 backdrop a...
Jun 24, 2023•1 hr 7 min•Season 1Ep. 232
On 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 the...
Jun 21, 2023•1 hr 5 min•Season 1Ep. 231
This 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 ...
Jun 17, 2023•53 min
On 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, you...
Jun 14, 2023•1 hr 16 min
This 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...
Jun 10, 2023•1 hr 7 min•Season 1Ep. 228
On 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/ Fo...
Jun 07, 2023•54 min•Season 1Ep. 227
This 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://twi...
Jun 03, 2023•1 hr 5 min•Season 1Ep. 226
On 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:/...
May 31, 2023•53 min•Season 1Ep. 225
This 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...
May 27, 2023•1 hr 8 min•Season 1Ep. 224
On 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...
May 24, 2023•50 min•Season 1Ep. 223
This 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://twitte...
May 20, 2023•1 hr 18 min•Season 1Ep. 222
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 thi...
May 17, 2023•50 min•Season 1Ep. 221
This 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:/...
May 13, 2023•1 hr 8 min•Season 1Ep. 220
SPECIAL 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 and ...
May 11, 2023•48 min
On 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", ...
May 10, 2023•55 min•Season 1Ep. 219
This 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.co...
May 06, 2023•1 hr 1 min•Season 1Ep. 218
On 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? To...
May 03, 2023•44 min•Season 1Ep. 217
This 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/M...
Apr 29, 2023•1 hr 10 min
