350 episodes
On The Margin Blockworks
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- Business
The 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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There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes
This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy!
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Follow David: https://x.com/EconstratPB
Follow Felix: https://x.com/fejau_inc
Follow On The Margin: https://twitter.com/OnTheMarginPod
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(01:00) The Fed's Already Got Their Soft Landing
(08:14) The Economy Is Slowing
(11:34) Mantra Ad
(12:44) When Will The Fed Cut Rates?
(17:15) How To Make Macro Actionable
(29:15) Permissionless Ad
(29:54) The U.S Fiscal Dilemma
(32:18) Can Stocks Continue To Rally In 2024?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. -
Are Markets Beginning To Roll Over? | Weekly Roundup
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
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This week, we discuss are markets beginning to roll over as market breadth continues to widen. We then deep dive into the U.S election impact, inflation & are we entering a growth slowdown? Enjoy!
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Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
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Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. -
Liquidity Will Soon Rise | Joe McCann
This week Joe McCann joins the show for a discussion on the current backdrop for macro & crypto. As markets anticipate Fed rate cuts, will stocks & crypto continue to rally if a resurgence in liquidity is around the corner? Enjoy!
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Follow Joe: https://x.com/joemccann
Follow Felix: https://x.com/fejau_inc
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:08) Combining The Worlds Of Macro & Crypto
(09:46) The Crypto Thesis
(14:22) Solana
(21:53) Bitcoin
(25:18) Rate Cuts Are Coming
(31:00) Takeaways From FOMC
(39:30) Liquidity Is About To Resurge
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. -
What's The End Game For Inflation? | Weekly Roundup
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
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This week, we discuss our takeaways from this weeks crucial CPI & PPI prints alongside the Fed's slightly hawkish FOMC meeting. We deep dive into the current market structure & discuss whether or not this rally could be about to enter a couple months of weakness? Enjoy!
--
Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
--
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. -
Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang
This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 & why markets will actually crash up instead of down. Enjoy!
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Follow Joseph: https://x.com/FedGuy12
Follow Felix: https://x.com/fejau_inc
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:14) FOMC Meeting Takeaways
(10:30) The U.S Labour Market
(12:56) Mantra Ad
(14:05) Stocks Will Continue To Crush Bonds In 2024
(16:43) Rate Cuts Are Coming... And It's Bullish
(19:51) Gold, Commodities & Bitcoin
(23:45) Crypto's Wealth Effect
(27:55) Is There A Bear Case For Equities?
(30:14) Permissionless Ad
(30:52) Monetary Plumbing & The QT Taper
(34:32) Presidential Elections & Their Impact On Markets
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. -
Beginning Of The Rate Cutting Cycle, Time To Be Bullish? | Weekly Roundup
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, we discuss are we at the beginning of a global rate cutting cycle as the ECB, BoC & SNB have all lowered interest rates. How will this impact markets in the second half of 2024? Enjoy!
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Follow Quinn: https://x.com/qthomp
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow Mike: https://twitter.com/MikeIppolito_
--
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.