On The Margin

This Is Peak Hawkishness From The Fed | Joseph Wang

In this special crossover episode with Forward Guidance, Joseph Wang joins the show to discuss the latest Fed decision, its... more

18 Dec 2024 · 51 minutes

Convertible Bond Expert Breaks Down Why MicroStrategy Is Soaring | Richard Byworth

In this episode, Richard Byworth joins the show to discuss MicroStrategy’s convertible bond strategy, the biggest MicroStrategy misconceptions, and why... more

10 Dec 2024 · 54 minutes

The Everything Code: Debt, Demographics, And The Infinite Human Future | Raoul Pal

In this episode, Raoul Pal joins the show to discuss the new revolutionary economic regime, how AI is driving the... more

03 Dec 2024 · 58 minutes

Are You Ready For The 1st Turning? | Michael Millerman

In this episode, Michael Millerman joins the show to discuss Peter Thiel’s philosophical framework, the Straussian Moment, and the post-liberalism... more

27 Nov 2024 · 56 minutes

Everything You Need To Know About The New Bitcoin ETF Options | Jeff Park

In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market,... more

21 Nov 2024 · 54 minutes

Why Bitcoin Miners Are Pivoting To AI Data Centers | Josh Solesbury

In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and... more

11 Nov 2024 · 1 hour, 15 minutes

What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair

In this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes,... more

04 Nov 2024 · 53 minutes

The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan

In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and... more

17 Oct 2024 · 45 minutes

The Economy is in Goldilocks | Ram Ahluwalia

In this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in... more

15 Oct 2024 · 49 minutes

The Great BTC ETF Debate: Bearish or Bullish?

In this episode, Jim Bianco and James Seyffart join Felix at Permissionless to discuss who has been buying the BTC... more

11 Oct 2024 · 31 minutes

The Last Bitcoin Cycle That Matters | Charles Edwards

In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter,... more

26 Sep 2024 · 42 minutes

The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish

In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing &... more

19 Sep 2024 · 1 hour, 1 minute

Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup

This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting,... more

14 Sep 2024 · 1 hour, 8 minutes

Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell

In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation.... more

12 Sep 2024 · 51 minutes

Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup

This week we discuss the soft jobs report and how it compares to the other data, the state of the... more

07 Sep 2024 · 56 minutes

Why The Fed Shouldn’t Cut Rates | Eric Wallerstein

In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline... more

04 Sep 2024 · 57 minutes

NVIDIA Passing The Baton From Growth To Value | Weekly Roundup

This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit... more

31 Aug 2024 · 1 hour, 7 minutes

The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell

In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible... more

28 Aug 2024 · 1 hour, 1 minute

The Fed Put Is In & Global Easing Has Begun | Weekly Roundup

This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also... more

24 Aug 2024 · 1 hour, 3 minutes

Generating Alpha In Macro | Capital Flows

In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after... more

21 Aug 2024 · 54 minutes

Has The Dust Settled? | Weekly Roundup

This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the... more

17 Aug 2024 · 56 minutes

The Mystery Behind The Stock Market Sell-Off | Alex Campbell

In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack... more

12 Aug 2024 · 49 minutes

Recession vs Rebound Debate | Weekly Roundup

This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets... more

10 Aug 2024 · 1 hour, 13 minutes

Sahm Rule Triggered, Are We In A Recession? | Claudia Sahm

In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive... more

07 Aug 2024 · 46 minutes

Why Are Markets Unwinding? | Weekly Roundup

This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back... more

02 Aug 2024 · 48 minutes

The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan

In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With... more

01 Aug 2024 · 43 minutes

Is It Time To Be Bullish? | Weekly Roundup

This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade... more

27 Jul 2024 · 1 hour, 2 minutes

The Rise Of Fiscal Dominance | Lyn Alden

In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets... more

24 Jul 2024 · 48 minutes

The Stock Market & Crypto Are Turning | Weekly Roundup

This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on... more

20 Jul 2024 · 1 hour, 6 minutes

A Soft Landing Is Unrealistic | Andy Constan

In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy &... more

17 Jul 2024 · 38 minutes

What Deflation Means for Crypto, Gold and Tech | Weekly Roundup

In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We... more

13 Jul 2024 · 59 minutes

An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden

In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft... more

10 Jul 2024 · 57 minutes

The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal

This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will... more

03 Jul 2024 · 54 minutes

Rate Cuts Are Coming | 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,... more

29 Jun 2024 · 1 hour, 12 minutes

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... more

26 Jun 2024 · 41 minutes

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 -- This week,... more

22 Jun 2024 · 1 hour, 18 minutes

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... more

19 Jun 2024 · 44 minutes

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 -- This week,... more

15 Jun 2024 · 1 hour, 5 minutes

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... more

13 Jun 2024 · 39 minutes

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,... more

08 Jun 2024 · 1 hour, 2 minutes

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... more

06 Jun 2024 · 47 minutes

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... more

05 Jun 2024 · 48 minutes

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.... more

05 Jun 2024 · 1 hour, 3 minutes

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 -- This week... more

01 Jun 2024 · 50 minutes

The Ethereum ETF Turning Point | 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... more

25 May 2024 · 1 hour, 5 minutes

The Ethereum ETF Is Approved | Eric Balchunas & James Seyffart

We apologise for any video/audio issues this episode! -- This episode Eric Balchunas & James Seyffart join the show to discuss the... more

24 May 2024 · 26 minutes

Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan

This episode Danny Dayan joins the show alongside Felix Jauvin for a discussion on the problem the Fed faces as... more

24 May 2024 · 57 minutes

The Biggest Risk Is A Market Melt-Up | 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... more

18 May 2024 · 1 hour, 11 minutes

What Stops The Runaway U.S Fiscal Trainwreck? | 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... more

11 May 2024 · 1 hour, 11 minutes

Powell's Bullish Signal To Markets | 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... more

04 May 2024 · 1 hour, 7 minutes

Surging Liquidity Is Fueling Higher Inflation | Bob Elliott

This week Bob Elliott joins the show post FOMC to discuss what is driving markets in 2024. We discuss why... more

01 May 2024 · 48 minutes

Huge Earnings Beat For Big Tech | 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... more

27 Apr 2024 · 1 hour, 2 minutes

Inflation Still Isn't Going Back To 2% | Vincent Deluard

This week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining... more

24 Apr 2024 · 52 minutes

The Bitcoin Halving Impact | 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... more

20 Apr 2024 · 1 hour, 10 minutes

The 2024 Bitcoin Halving | Chris Kuiper

We apologize for video/audio lag in today's episode! -- Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts:... more

17 Apr 2024 · 58 minutes

Surprise Inflationary Wrecking Ball Hits Markets | 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... more

13 Apr 2024 · 1 hour, 1 minute

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

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 is... more

11 Apr 2024 · 40 minutes

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

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... more

10 Apr 2024 · 49 minutes

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... more

06 Apr 2024 · 1 hour, 5 minutes

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... more

03 Apr 2024 · 36 minutes

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... more

30 Mar 2024 · 58 minutes

Trading the Next Crypto Bull Market | Avi Felman & Jonah Van Bourg

We gathered at DAS London to record the first ever live episode of 1000x. Mike, Avi & Jonah discuss where... more

29 Mar 2024 · 45 minutes

The Game Changing Impact Of A Spot Bitcoin ETF | DAS London 2024

This is a live panel taken from the 2024 Digital Asset Summit. Matt Hougan (Bitwise), Leon Marshall (Galaxy), Michael Sonnenshein... more

27 Mar 2024 · 42 minutes

Fed Signals Rate Cuts 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... more

23 Mar 2024 · 1 hour, 4 minutes

The Biggest Macro Trade Of All-Time | Anthony Scaramucci & Dan Tapiero

This is a live panel taken from the 2024 Digital Asset Summit. Anthony Scaramucci & Dan Tapiero discuss the macro... more

22 Mar 2024 · 40 minutes

The Script: How To Kill Inflation | Andy Constan

This week, Andy Constan Founder of Damped Spring joins the show for a discussion on what the Fed needs to... more

20 Mar 2024 · 43 minutes

Inflation Remains High, 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... more

16 Mar 2024 · 55 minutes

Who Is Buying The Bitcoin ETFs? | Eric Balchunas & Jim Bianco

On today's episode Eric Balchunas & Jim Bianco join the show for a debate on the Bitcoin ETF impact. We... more

13 Mar 2024 · 1 hour, 27 minutes

Bitcoin Breaks A New All-Time High | 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... more

09 Mar 2024 · 1 hour, 11 minutes

The Bitcoin ETF Unlock's Huge Inflows | Dan Tapiero

This week, Dan Tapiero Founder of 10T Holdings joins the show for a discussion on the current Bitcoin, macro &... more

07 Mar 2024 · 1 hour,

The Bitcoin ETF Impact, Market Melt-Up Continues | 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 -- Gm bulls!... more

02 Mar 2024 · 1 hour, 13 minutes

A Deep Dive Into Coinbase's Earnings Beat | Alyssa Choo

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,... more

28 Feb 2024 · 36 minutes

Stock Market Melt-Up Continues, Nvidia Earnings Beat | 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,... more

24 Feb 2024 · 1 hour,

Bitcoin ETF Inflows Remain High, Coinbase Beat Earnings | Quinn Thompson

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,... more

21 Feb 2024 · 58 minutes

Huge Bitcoin ETF Inflows, Coinbase Earnings Beat | 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,... more

17 Feb 2024 · 46 minutes

Surviving The GBTC "Widowmaker" Trade That Blew Up In 2021 | David Choi

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,... more

14 Feb 2024 · 49 minutes

Bitcoin ETF Inflows Continue | 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,... more

10 Feb 2024 · 48 minutes

The Bullish 2024 Thesis With Travis Kling

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,... more

07 Feb 2024 · 1 hour, 5 minutes

Grayscale's Bitcoin ETF Outflows Begin To Slow, What Happens Next?

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,... more

03 Feb 2024 · 1 hour, 11 minutes

Joseph Wang & Jack Farley on “Hawkish” January Fed Meeting, Tapering Quantitative Tightening (QT), and “Boring” Treasury Quarterly Refunding Announcement (QRA)

Forward Guidance is sponsored by VanEck. Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/ -- Follow On... more

31 Jan 2024 · 1 hour, 4 minutes

Financial Conditions Remain Loose, Liquidity Has Surged | Mark Yusko

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,... more

27 Jan 2024 · 1 hour, 16 minutes

The Stock Market Is Pricing In A Soft Landing | Darius Dale

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,... more

24 Jan 2024 · 49 minutes

The Bitcoin ETFs Attract Billions, Grayscale Outflows Continue

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,... more

20 Jan 2024 · 48 minutes

Bitcoin's Role In The Debt End Game | Jonah Van Bourg

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,... more

17 Jan 2024 · 59 minutes

The Bitcoin ETFs Launch | 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,... more

13 Jan 2024 · 58 minutes

Bitcoin ETF Is Approved.. For Real This Time

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 -- Mark Yusko... more

11 Jan 2024 · 1 hour, 11 minutes

The Bitcoin ETF Is Approved | James Seyffart & Matt Hougan

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,... more

10 Jan 2024 · 1 hour, 5 minutes

The Bitcoin ETF: Bitcoin's Bullish Catalyst

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,... more

06 Jan 2024 · 1 hour, 4 minutes

Jim Bianco's Big Predictions For 2024

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,... more

03 Jan 2024 · 59 minutes

Mark Yusko's Big Calls For 2024

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,... more

30 Dec 2023 · 1 hour, 8 minutes

Big Calls For 2024 & Beyond | Will Clemente & Felix Jauvin

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,... more

27 Dec 2023 · 50 minutes

How Will Stocks & Crypto Fare In 2024

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... more

23 Dec 2023 · 1 hour, 2 minutes

Everything You Need To Know About The Bitcoin ETF | Eric Balchunas

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... more

20 Dec 2023 · 54 minutes

2024 Fed Pivot Fueling The Everything Rally | 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 -- Follow On... more

16 Dec 2023 · 42 minutes

Bitcoin ETF: A Positive Catalyst For Crypto's Reflexivity | Tim Grant

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,... more

13 Dec 2023 · 48 minutes

Bitcoin, Stocks & Bonds Rally - Is It Sustainable? | 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 -- Follow On... more

09 Dec 2023 · 1 hour, 11 minutes

Bitcoin Breaks $40,000, What Next? | Quinn Thompson

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... more

06 Dec 2023 · 58 minutes

Bitcoin Approaches $40,000 | 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... more

02 Dec 2023 · 1 hour, 5 minutes

The "Debt Spiral" End Game | James Lavish

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... more

29 Nov 2023 · 53 minutes

The U.S. Dollar Is Overvalued

Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency... more

25 Nov 2023 · 1 hour, 8 minutes

Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden

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, Julian Brigden... more

23 Nov 2023 · 1 hour, 14 minutes

Rising Liquidity Is Supporting A Bull Market | 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... more

18 Nov 2023 · 55 minutes

Fed's Stealth Liquidity Is Fueling A Stock Market Rally | Michael Howell

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, Michael Howell... more

15 Nov 2023 · 56 minutes

Bitcoin Bulls Are Back | 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... more

11 Nov 2023 · 1 hour, 4 minutes

The Path To $100,000 Bitcoin | Adam Back

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... more

08 Nov 2023 · 1 hour, 2 minutes

Huge Rally In Stocks & Bonds, What Comes Next? | 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... more

04 Nov 2023 · 54 minutes

Andy Constan: Janet Yellen's Fueling A Massive Stock Market Rally

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... more

03 Nov 2023 · 36 minutes

Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening

Michael Kao, former hedge fund manager and private investor, returns to On The Margin alongside Forward Guidance host Jack Farley... more

01 Nov 2023 · 1 hour, 9 minutes

Bursting Of The Sovereign Debt Bubble | Arthur Hayes

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... more

01 Nov 2023 · 1 hour,

Bitcoin Breaks $35k, The Next Bull Market's Here | 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,... more

28 Oct 2023 · 1 hour, 11 minutes

Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability & the Boundaries Of Debt-Fueled Economic Growth

This episode is from another of Blockworks' shows Forward Guidance. We hope you enjoy & remember to go follow Forward... more

26 Oct 2023 · 1 hour, 3 minutes

Bitcoin Bounces To $30k, The Bond Sell-Off Continues | 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,... more

21 Oct 2023 · 1 hour, 2 minutes

An "Ocean Of Liquidity" Is Reversing | Neal Berger

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... more

18 Oct 2023 · 36 minutes

Inflation Has Peaked, Unless Oil Resurges | 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... more

14 Oct 2023 · 53 minutes

Bond Market Sell-Off Will Drive Equities Lower | Andy Constan & Nick Givanovic

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... more

11 Oct 2023 · 58 minutes

The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | 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, Mike & Mark... more

07 Oct 2023 · 57 minutes

China's Old Economic Model Is Dying | Leland Miller

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... more

04 Oct 2023 · 46 minutes

The Next Phase Of The Bond Bear Market | 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 -- Mike and Mark tackle an... more

30 Sep 2023 · 1 hour,

Is Goldilocks Going To End Soon? | Darius Dale

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,... more

27 Sep 2023 · 40 minutes

The Market Doubts The Fed | 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 -- Follow On... more

23 Sep 2023 · 1 hour, 18 minutes

Brent Johnson: “Heaven Help The World If Dollar Continues To Skyrocket”

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... more

20 Sep 2023 · 54 minutes

A Second Bout Of Inflation, Or Disinflation?

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,... more

16 Sep 2023 · 51 minutes

A Wave Of Treasury Issuance Will Cause Bond Yields To Surge | Andy Constan & Bob Elliott

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... more

13 Sep 2023 · 1 hour, 2 minutes

Bankruptcies Are On The Rise | 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... more

09 Sep 2023 · 1 hour, 12 minutes

The Interest Rate Shock Hasn't Been Felt Yet | Cameron Dawson

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... more

06 Sep 2023 · 50 minutes

Grayscale's Victory vs The SEC | 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... more

02 Sep 2023 · 57 minutes

A Bitcoin ETF Is Coming, It's Just A Matter Of When | Charles Edwards

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... more

31 Aug 2023 · 39 minutes

The Zero Interest Rate Era Is Over, What Next? | 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,... more

26 Aug 2023 · 1 hour, 6 minutes

The U.S Dollar Wrecking Ball In A China Shop | Michael Kao & Nick Glinsman

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... more

23 Aug 2023 · 1 hour, 15 minutes

Housing Market Downturn Isn't Over

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... more

19 Aug 2023 · 1 hour,

The Fourth Turning: How Will It End? | Neil Howe

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... more

16 Aug 2023 · 48 minutes

China Slides Into Deflation, What Happens Next? | Round Up

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:... more

12 Aug 2023 · 53 minutes

The Blockworks Origin Story

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... more

09 Aug 2023 · 1 hour, 32 minutes

The Bond Market Wrecking Ball Shocks Markets | Round Up

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,... more

05 Aug 2023 · 1 hour, 3 minutes

Prepare For A "Reckoning" In The Soft Landing Narrative | Jesse Felder

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — On todays... more

02 Aug 2023 · 43 minutes

The 2023 Bull Market Has Further To Run | Weekly Round Up

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 — After many... more

29 Jul 2023 · 44 minutes

Balaji Srinivasan: Crypto Networks, Sovereignty & Decentralization with Akshay BD

Follow Lightspeed on YouTube: https://bit.ly/43o3Syk Follow Lightspeed on Apple: https://apple.co/3OhiXgV Follow Lightspeed on Spotify: https://spoti.fi/3OkF7PD -- This is a special episode of Lightspeed, Blockworks'... more

27 Jul 2023 · 1 hour, 21 minutes

Powell Raises Rates To A 22-Year High, Is This The End? | Jim Bianco

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 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... more

26 Jul 2023 · 55 minutes

The Big Tech Bull Market, Not A Mania Yet | Round Up

Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- With Mike & Mark... more

22 Jul 2023 · 53 minutes

The Recession Paradox | Alfonso Peccatiello

Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Alfonso Peccatiello, founder of... more

19 Jul 2023 · 1 hour, 12 minutes

Recession Cancelled: Crypto Summer Is Here | Weekly Round-up

With Mike out, Jack Farley of the Forward Guidance podcast fills in to guest-host this episode. Mark and Jack talk... more

15 Jul 2023 · 1 hour, 15 minutes

Central Banks Fight Inflation, China Battles Deflation | Nick Glinsman

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays... more

12 Jul 2023 · 58 minutes

BlackRock's Bitcoin ETF Is A "Big Deal", Here's Why | Round Up

This week, Mark returns to the weekly roundup after a two week hiatus! We dive straight into the biggest story... more

08 Jul 2023 · 52 minutes

The End Game For Central Banks Inflation Fight | Lyn Alden

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's... more

05 Jul 2023 · 48 minutes

Will The Fed Get Their Soft Landing? | Weekly Round Up

Follow Forward Guidance On Spotify: https://spoti.fi/3poBcr6 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This week, as Mark... more

01 Jul 2023 · 59 minutes

Veteran Money Manager On A.I's Disruptive Innovation | Jordi Visser

On today's episode of On The Margin, Jordi Visser a veteran money manager & currently President and CIO, Weiss Multi-Strategy... more

28 Jun 2023 · 53 minutes

Return Of The Bull Market? | Weekly Round Up

Follow Forward Guidance On Spotify: https://spoti.fi/3poBcr6 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This week, Jack Farley... more

24 Jun 2023 · 1 hour, 7 minutes

The Fed Won't Come To The Rescue Anytime Soon | George Goncalves

On todays episode of On The Margin George Goncalves MUFG's Head Of Macro Strategy joins the show for a discussion... more

21 Jun 2023 · 1 hour, 5 minutes

Is Global Liquidity Beginning To Resurge? | Weekly Round Up

This week, Mike & Mark discuss the busy news week beginning with the Fed's decision to pause rate hikes, leading... more

17 Jun 2023 · 52 minutes

Did The Federal Reserve Just Back Down? | Joseph Wang

On today's episode of On The Margin we invite Joseph Wang CIO at Monetary Macro for a discussion on Powell's... more

14 Jun 2023 · 1 hour, 15 minutes

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