346 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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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
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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
(01:14) 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
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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_
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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/
--
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. -
Exploring Crypto's Modular Path | Rex & NoSleepJon
In this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem.
Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultural and technical aspects, and how this new ecosystem is poised to disrupt existing technologies. Thanks for tuning in!
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Subscribe on YouTube: https://www.youtube.com/@expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1
Follow Zon: https://x.com/ItsAlwaysZonny
Follow Keone: https://x.com/keoneHD
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps
(00:00) Introduction
(05:07) Modularity in Crypto
(18:50) Sovereignty & ZK with Modularity
(25:30) Value Accrual in Crypto
(35:11) Surviving Fragmentation
(43:23) Modularity Ecosystem Competition
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies
This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy!
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Follow Warren: https://x.com/WarrenPies
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/
--
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
--
Timestamps:
(00:00) Introduction
(01:23) Oil, Rates & The Global Cutting Cycle
(15:58) Avalanche Ad
(17:19) Mantra Ad
(18:27) Inflation
(25:51) What To Expect Ahead Of FOMC
(32:25) Permissionless Ad
(33:11) Why Did The Fed Taper QT?
(39:37) The Deficit Impact
(42:54) Macro Doomerism
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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. -
The Modular Integration Spectrum | Keone & Zon
In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!
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Subscribe on YouTube: https://www.youtube.com/@expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1
Follow Zon: https://x.com/ItsAlwaysZonny
Follow Keone: https://x.com/keoneHD
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(03:24) Modular vs Integrated
(11:47) Who are Appchains for?
(28:58) Composability in Modular World
(36:15) Monad's Endgame
(39:47) Importance of Decentralization
(48:05) Building Web3 Community
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Disclaimer:
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
The Inflation Paradox: Inflation Is Still A Problem | 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 Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is still a problem for most citizens & although we are not in a recession, we are very much so in a "vibecession". Enjoy!
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Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Felix: https://twitter.com/fejau_inc
Follow Jack: https://x.com/JackFarley96
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/
--
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
--
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.