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On The Margin
On The Margin
Blockworks

The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest... more

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Episodes

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
On The Margin
This Is Peak Hawkishness From The Fed | Joseph Wang
On The Margin
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