329 episodes

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.

On The Margin Blockworks

    • Business
    • 4.4 • 98 Ratings

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.

    Surprise Inflationary Wrecking Ball Hits Markets | Weekly Roundup

    Surprise Inflationary Wrecking Ball Hits Markets | Weekly Roundup

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    This week we discuss the hot inflation print which rocked markets. As the long end sold off, commodities continue drifting higher & rate cut expectations get pushed out could inflation be about to surprise markets? To hear all this & more, you'll have to tune in!
    --
    Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
    --
    Follow On The Margin: https://twitter.com/OnTheMarginPod
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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.

    • 1 hr 1 min
    Rising Liquidity Is Fueling A Bull Market In Gold & Bitcoin (Part 2/2) | Lyn Alden & Luke Gromen

    Rising Liquidity Is Fueling A Bull Market In Gold & Bitcoin (Part 2/2) | Lyn Alden & Luke Gromen

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    Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX
    --
    This is part 2/2 of our conversation with Lyn Alden & Luke Gromen. In this episode we deep dive into the path forward for inflation, the U.S Dollar, bonds & what is fueling the gold & Bitcoin bull market. Enjoy!
    --
    Follow On The Margin: https://twitter.com/OnTheMarginPod
    Follow Lyn: https://twitter.com/LynAldenContact
    Follow Luke: https://twitter.com/LukeGromen
    Follow Mike: https://twitter.com/MikeIppolito_
    Follow Blockworks: https://twitter.com/blockworks_
    --
    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/
    --
    (00:00) Inflation
    (04:42) Oil & It's Impact On Inflation
    (11:41) The U.S Dollar
    (13:04) Mantra Ad
    (14:09) Gold & Bitcoin
    (24:28) The Bond Market
    (33:25) Permissionless Ad
    (34:03) Inflation vs Recession
    --
    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.

    • 40 min
    The U.S Debt End Game (Part 1/2) | Lyn Alden & Luke Gromen

    The U.S Debt End Game (Part 1/2) | Lyn Alden & Luke Gromen

    Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
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    --
    This week Lyn Alden & Luke Gromen join the show to discuss the rise of fiscal dominance, the path forward for inflation & the end game for U.S debt. Part 2 of this discussion will be released tomorrow, so be sure to tune in!
    --
    Follow On The Margin: https://twitter.com/OnTheMarginPod
    Follow Lyn: https://twitter.com/LynAldenContact
    Follow Luke: https://twitter.com/LukeGromen
    Follow Mike: https://twitter.com/MikeIppolito_
    Follow Blockworks: https://twitter.com/blockworks_
    --
    This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more.

    For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.
    --
    Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.

    Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz
    --
    (00:00) Introduction
    (02:10) Gold, Real Rates & Russian FX Reserve Sanctions
    (06:15) The Rise Of Fiscal Dominance
    (16:08) Aura Ad
    (17:25) Kinto Ad
    (18:37) The Fed & Treasury End Game
    (22:22) Fiscal Deficits Don't Matter, Until They Do...
    (38:07) Permissionless III Ad
    (38:45) Deglobalization
    --
    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.

    • 49 min
    Will The Fed Cut Rates In 2024? | Weekly Roundup

    Will The Fed Cut Rates In 2024? | 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 the potential headwinds for markets as the long end shows signs of selling off. Despite those headwinds, equities remain elevated with financial conditions loose. Will the Fed still be able to cut rates in 2024?
    --
    Follow On The Margin: https://twitter.com/OnTheMarginPod
    Follow Quinn: https://twitter.com/qthomp
    Follow Mike: https://twitter.com/MikeIppolito_
    Follow Blockworks: https://twitter.com/blockworks_
    --
    Access liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r
    --
    Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.

    Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz
    --
    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.

    • 1 hr 5 min
    The Past, Present and Future of Crypto | DAS London 2024

    The Past, Present and Future of Crypto | DAS London 2024

    This is a live panel taken from the 2024 Digital Asset Summit. Daniel Masters (CoinShares) & Jonathan Cheesman (Room 40 Capital) discuss the past, present & future of crypto. Enjoy!
    --
    Follow Daniel: https://twitter.com/dannylmasters
    Follow Mike: https://twitter.com/MikeIppolito_
    Follow On The Margin: https://twitter.com/OnTheMarginPod
    --
    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.

    • 36 min
    Inflation's Role In The Fourth Turning | Weekly Roundup

    Inflation's Role In The Fourth Turning | 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 Tyler is back from Vegas! We discuss the path ahead for inflation, political influence in markets & Neil Howe's popularized fourth turning thesis. To hear all this & more, you'll have to tune in!
    --
    Follow On The Margin: https://twitter.com/OnTheMarginPod
    Follow Quinn: https://twitter.com/qthomp
    Follow Mike: https://twitter.com/MikeIppolito_
    Follow Blockworks: https://twitter.com/blockworks_
    --
    This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more.

    For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.
    --
    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/
    --
    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.

    • 58 min

Customer Reviews

4.4 out of 5
98 Ratings

98 Ratings

surv12533 ,

Macro Trends with Dan & Anthony incredible

Incredible panel interview, keep up the good work! Hearing from people like them is amazing.

Cooper of DB ,

How to think, not what

I’m not a believer in crypto. But the range of views and topics on this podcast are great. From talking about the fundamentals of the stock market to history lessons. While it can at times can verge on conspiratorial, it’s still well worth the listen!

Umbrella abc ,

Mike P is the best….,

But please keep that utter fool Mark Yusko off the the show.

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