On The Margin Blockworks

In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy!
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Follow Lyn: https://x.com/LynAldenContact
Follow Felix: https://x.com/fejau_inc
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On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
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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
(00:49) The Rate Cutting Cycle
(05:09) Is The Economy Slowing?
(08:51) Will We See A Recession?
(11:02) The Small Cap Rotation
(13:34) Mantra Ad
(14:43) The Rise Of Fiscal Dominance
(18:12) The Election Impact
(21:34) Bitcoin As A Strategic Reserve Asset
(33:13) Permissionless Ad
(33:54) Oil & Energy
(42:05) Stocks, Bonds & The Three Pillar Portfolio
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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.

This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion trade unwind, is crypto about to catch up to the momentum in traditional markets, the U.S election impact & more. 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://x.com/MikeIppolito_
Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
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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.

In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep dive into the outlook for stocks, bonds & markets into H2 2024. Enjoy!
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Follow Andy: https://x.com/dampedspring
Follow Felix: https://x.com/fejau_inc
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
--
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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Timestamps:
(00:00) Introduction
(00:27) Why The Economy Has Remained Strong
(04:39) Financial Conditions Are Still Loose
(11:32) Mantra Ad
(12:39) Relief In The Long End Has Been Fueling A Stock Market Rally
(23:01) What To Expect From The QRA?
(29:24) Permissionless Ad
(30:02) Alpha vs Beta

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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

In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps and commodities. Thanks for tuning in!
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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://x.com/MikeIppolito_
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
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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
--
Timestamps:
(00:00) Introduction
(01:11) CPI & Inflation Outlook
(13:05) Avalanche Ad
(14:30) Equity Outlook
(25:13) Labor Market Conditions
(34:54) Permissionless Ad
(35:34) German Gov & Mt Gox Supply Overhang
(45:01) Crypto vs Gold Catch Up Trade
(55:06) Evolving Politics Culture
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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.
Timestamps:

In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dilemma in managing inflation without triggering a recession, and examines global economic flows and their impact on the US dollar. To close out Julian unpacks where potential may exist in the choppy market. Enjoy!
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Follow Julian Brigden: https://x.com/julianmi2
Follow Felix: https://x.com/fejau_inc
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
--
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
--
Timestamps:
(00:00) Introduction
(01:46) Are Rate Cuts Coming?
(08:54) Why Rate Cuts Might Not Come
(14:46) Avalanche Ad
(16:07) Mantra Ad
(17:13) Why Rate Cuts Might Not Come (Continued)
(20:41) 2025 Recession Outlook
(29:02) Bond Market Sentiment
(30:48) Permissionless Ad
(31:28) Reality of Inflation
(48:13) Global Market Opportunity
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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.

This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning & how all these factors impact markets. Enjoy!
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Follow Raoul: https://x.com/RaoulGMI
Follow Felix: https://x.com/fejau_inc
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
--
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
(02:17) The Liquidity Cycle
(09:26) Trouble In Japan's FX Market
(13:00) Mantra Ad
(14:06) Financial Repression
(15:43) Diversification Is Dead
(20:12) The Age Of Debt
(27:25) Permissionless Ad
(28:06) The Crypto Thesis
(39:28) The Banana Zone
(46:10) Changing Your Investment Framework
(48:55) The Fourth Turning
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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.