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 -- On today’s episode, Adam Back Co-Founder & CEO of Blockstream joins the show for a discussion on where we are in the Bitcoin cycle. We deep dive into the mechanics of the mining sector, developments in the lightning network, whether or not a Bitcoin ETF is good for the ethos of Bitcoin & finally why Adam b...
Nov 08, 2023•1 hr 3 min
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 -- This week Mark & Mike discuss the market rally in stocks & bonds after the U.S Treasury's quarterly refunding announcement (QRA). We also deep dive into Powell's FOMC meeting, the Nonfarm Payroll's data release & this weeks Coinbase earnings. To hear all this & more, you'll have to tune in! -- Foll...
Nov 04, 2023•54 min
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 -- On today’s episode, Andy Constan Founder of Damped Spring & Co-Founder of 2 Gray Beards joins the show to disucss the recent QRA release from the U.S Treasury. As markets anticipated a higher amount of long end issuance, Andy turned bullish a few days ago when the numbers surprised to the downside & joins ...
Nov 03, 2023•37 min
Michael Kao, former hedge fund manager and private investor, returns to On The Margin alongside Forward Guidance host Jack Farley to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first day of November. __ Michael Kao’s article discussed in the show: https://www.urbankaoboy.com/p/re-inflationoilgoldyield-curves-revisiting __ Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a... Rese...
Nov 01, 2023•1 hr 9 min
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 -- On today’s episode, Arthur Hayes CIO at Maelstrom Fund joins the show to explore his current macro framework and how that will impact crypto for the rest of the year & into 2024. We discuss the bursting of the sovereign debt bubble as bonds continue one of their largest sell-off's in U.S history, the dreaded b...
Nov 01, 2023•1 hr
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 -- This week, Mike & Mark discuss the recent price action in Bitcoin. As Bitcoin breached $30k, it quickly ran up to $35k as investors anticipated an eventual spot Bitcoin ETF. We also discuss the gamma squeeze that took place, the increasing participation of "hodlers" & the role of the halving. To hear all t...
Oct 28, 2023•1 hr 11 min
This episode is from another of Blockworks' shows Forward Guidance. We hope you enjoy & remember to go follow Forward Guidance: Spotify: spoti.fi/46LGuNR Apple: apple.co/3hXQu2F -- Today’s interview is a very special one. Dr. Claudio Borio, renowned economist and Head of the Monetary and Economic Department at the Bank For International Settlements (BIS), joins Joseph Wang of Fedguy.com and Jack Farley for a wide-ranging discussion on the nature of financial instability and the interplay of ...
Oct 26, 2023•1 hr 3 min
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 -- This week, Mike & Mark discuss the false Bitcoin ETF headline that sent Bitcoin soaring to $30,000, before diving into the broader crypto price action over the week. We then discuss the continued bond market sell-off that has lead to one of the worst bond bear markets in U.S history. To hear all this & mor...
Oct 21, 2023•1 hr 2 min
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 -- On today’s episode, Neal Berger Founder of Eagle’s View Capital Management joins the show for a discussion on navigating the uncertain year of 2023. After launching his contrarian macro fund in 2021, and posting some of the best hedge fund returns in 2022 of 163%, Neal describes how 2023 has been a "challenging ye...
Oct 18, 2023•36 min
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 — This week Mike & Mark discuss the recent sentiment in crypto markets. We then dive into this weeks CPI print, the bond market & how recessionary headwinds could start to emerge in the coming months. To hear all this & more, you’ll have to tune in! — Digital Asset Summit 2024 | London: https://blockworks...
Oct 14, 2023•54 min
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 -- On today’s episode, two hedge fund veterans Andy Constan & Nick Givanovic, Co-Founders of 2 Gray Beards join the show for a discussion on the recent bond market sell-off, the journey towards recession island in 2024 & the path ahead for equity weakness depending on the U.S Treasury's QRA at the end of Octo...
Oct 11, 2023•59 min
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 -- This week, Mike & Mark discuss the historic declines in the bond market with the long end sell-off continuing. We also discuss the blowout payrolls data, which under the surface may not be as hot as the headline suggests. To hear all this & more, you'll have to tune in! -- Digital Asset Summit 2024 | Londo...
Oct 07, 2023•58 min
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 -- On today’s episode, Leland Miller CEO of China Beige Book joins the show for a discussion on the death of China's old economic model. With China's weaker than expected reopening & many expecting the imminent collapse of China, we invited Leland Miller to the show to give a data driven look into the Chinese eco...
Oct 04, 2023•47 min
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 -- Mike and Mark tackle an explosive week of tremendous pain in the bond market alongside a continuing surge in oil prices. The pair consider the news surrounding potential Bitcoin and Ether ETFs, and Mark reminds listeners of his saying that "risk cannot be destroyed, it can only be transformed." Filmed on September...
Sep 30, 2023•1 hr
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 -- Darius Dale, founder of 42Macro, returns to On The Margin to update Mike on his views on stocks, bonds, and the economy. Dale expects a true soft landing will be unlikely in the absence of a productivity boom, and, having correctly called the economic resiliency of the U.S. this year, he explains why he is now exp...
Sep 27, 2023•40 min
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 -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can us...
Sep 23, 2023•1 hr 18 min
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 -- On today’s episode, Brent Johnson of Santiago Capital returns to On The Margin to share his view on the scorching summer rally in the U.S. dollar against other currencies. The surge in the dollar has been so fast and steady that Johnson expects a pullback, however, he warns that if the dollar continues to skyrocke...
Sep 20, 2023•55 min
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 -- This week, Mike & Mark reflect on Blockworks' very own Permissionless II conference down in Austin after a busy week of panels, networking & most of all... Texas BBQ! We then take a deep dive into this weeks inflation data. Should we expect a second bout of inflation, or is disinflation still the consensus...
Sep 16, 2023•52 min
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 -- On todays episode, Andy Constan Founder of Damped Spring Macro Research & Bob Elliot CIO at Unlimited Funds join the show for a discussion on the emerging signs of a recessionary slowdown, the wave of U.S treasury issuance & it's impact on the long end of the bond market. To hear all this & more, you'l...
Sep 13, 2023•1 hr 3 min
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 -- This week Mike & Mark discuss the rise of bankruptcy filings in the U.S. 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 Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitt...
Sep 09, 2023•1 hr 12 min
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 -- On todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for a discussion on the impact of higher interest rates. We discuss the economy's sensitivity to higher interest rates, Powell's shift to being a hawk vs his career as a dove & what we can learn from the most recent earn...
Sep 06, 2023•51 min
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 -- This week Mike & Mark discuss Grayscale's victory vs the SEC and what it means for the approval of a Bitcoin ETF. 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 Michael: https://twitter.com/MikeI...
Sep 02, 2023•58 min
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 -- On today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin & digital asset quant hedge fund joins the show for a discussion on the positive setup for Bitcoin heading into 2024. Charles walks us through the potential setup he sees for 2024 & beyond in the Bitcoin & crypto markets tra...
Aug 31, 2023•39 min
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 — This week, Mike & Mark discuss the slew of macro data over the past few weeks. We also deep dive into the sell-off in Bitcoin last week from $30,000 to $26,000, China's slowdown, the housing market & more! To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnThe...
Aug 26, 2023•1 hr 7 min
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 -- On today's episode of On The Margin, Michael Kao former hedge fund manager turned private investor & Nick Glinsman Co-Founder at Malmgren-Glinsman Partners join the show. With every recent headline revolving around China, we invite two China watchers to the show for a deep dive on China's debt problem, real es...
Aug 23, 2023•1 hr 16 min•Ep. 256
Follow Forward Guidance On Spotify: https://spoti.fi/3E0Nbio Follow Forward Guidance On Apple: https://apple.co/3hXQu2F 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 -- This week Mike is on holiday, so we bring you a special episode of Forward Guidance hosted by Jack Farley with Ivy Zelman Founder and CEO of Zelman & Associates. -- Follow Ivy Zelman on Twitt...
Aug 19, 2023•1 hr 1 min
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 -- On todays episode Neil Howe, Author of The Fourth Turning & his latest book The Fourth Turning Is Here joins the show for a wide ranging discussion on the current generational cycle America finds itself in amidst the crisis phase of the fourth turning. We dive deep into understanding the origins of a fourth tu...
Aug 16, 2023•48 min•Season 1Ep. 245
We apologise for audio issues on todays episode! — 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 — This week, Mike & Mark take a deep dive into July's inflation data. Despite inflation ticking up due to base effects, the trend across developed economies remains disinflation, while China finds itself battling outright deflation. How will China's economic slow...
Aug 12, 2023•53 min•Season 1Ep. 244
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 -- Subscribe To Empire On YouTube: https://tinyurl.com/4fdhhb2j Subscribe To Empire On Apple: https://tinyurl.com/mv4frfv7 Subscribe To Empire On Spotify: https://tinyurl.com/wbaypprw -- This is a special episode taken from the Empire podcast hosted by Blockworks Co-Founder Jason Yanowitz, private investor Santiago S...
Aug 09, 2023•1 hr 33 min
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 -- This week, Mike & Mark discuss the volatile week in markets as the long end of the U.S bond market began selling off on Wednesday. We discuss the potential catalysts including increased treasury issuance, the BoJ's yield curve control tweak & Fitch's downgrade from AAA to AA+. Finally we walk through the h...
Aug 05, 2023•1 hr 3 min•Season 1Ep. 243
