On The Margin

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

Wed Jul 24 2024

The Rise Of Fiscal Dominance | Lyn Alden

EconomyFiscal PolicyMarket OutlookTokenizationBitcoin

This episode covers a range of topics including the impact of rate cuts and fiscal policy on the economy, consumer spending and market outlook, tokenization of off-chain assets and fiscal dominance, Bitcoin and crypto as reserve assets, Bitcoin's potential as a reserve asset and its impact on energy markets, Biden administration's actions and their effect on energy markets, and investment strategies for the long-term outlook.

On The Margin

Sat Jul 20 2024

The Stock Market & Crypto Are Turning | Weekly Roundup

ECC ConferenceAltcoin MarketMarket TrendsEmployment SituationFinancial Insights

The episode covers various topics including the ECC conference, challenges in the altcoin market, market trends and economic outlook, employment situation and middle class issues, unconventional sources of financial insights, impact of rate cuts and unemployment data, market volatility and election uncertainty, potential economic policies and inflation factors, Trump's policies and global trade impact, and political infighting and market challenges.

On The Margin

Wed Jul 17 2024

A Soft Landing Is Unrealistic | Andy Constan

economicsfinancial conditionsTreasury General Accountinvesting

The episode covers various topics including the guest's economic framework, the impact of financial conditions on the economy, easing financial conditions and economic rebound, the Treasury General Account and government spending, and alpha seeking in investing.

On The Margin

Sat Jul 13 2024

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

Avalanche blockchainInflation trendsMarket rotationTech stocksFinancial institutions

This episode covers key insights on topics such as Avalanche blockchain, inflation trends, market rotation, tech stocks, financial institutions, GDP recession, immigration impact, unemployment rate, crypto market volatility, passive vs active investing, cultural shifts in politics, and sports events.

On The Margin

Wed Jul 10 2024

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

market ratestightening cyclesblockchain technologyinflationlabor market

This episode covers various topics including market rates and concerns, tightening cycles and labor market challenges, adoption of blockchain technology, inflation, labor market, and recession risks, data interpretation and pricing strategies, economic activity, shareholder value, and Fed's forecasting, investment strategies and economic stability, and the US dollar, recession, and economic stability.

On The Margin

Wed Jul 03 2024

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

Macro-CryptoCentral BanksCurrency InterventionsNASDAQBitcoin

The episode covers various topics including the transition to macro-crypto summer, central banks' role in managing debt refinancing cycles, currency interventions, the impact of NASDAQ and Bitcoin, financial challenges faced by younger generations, investing in blockchain, crypto investments and market corrections, technology assets, market sell-offs, and the balance between technology and nature.

On The Margin

Sat Jun 29 2024

Rate Cuts Are Coming, Here's Why | Weekly Roundup

Crypto MarketBitcoin MiningEconomic FactorsFinancial Hub ShiftGlobal Economic Indicators

The episode covers various topics including the current state of the crypto market, Bitcoin mining trends, economic factors and financial hub shifts, global economic indicators and market dynamics, investment strategies and market outlook, and the sports industry and economic disparities. Key insights include the impact of political figures on the crypto industry, the battle between centralization and decentralization in Bitcoin mining, the influence of inflation metrics on the Fed's reaction function, and the changing ways people consume media. The episode also discusses potential rate cuts by the Federal Reserve, investment opportunities in crypto, and the challenges faced by the sports industry.

On The Margin

Wed Jun 26 2024

There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes

economicsinflationGDPfixed income marketsequities

This episode covers key insights on making money, analyzing inflation and growth, trading in fixed income markets, and understanding equities in relation to GDP. The speaker discusses the Fed's approach to avoiding recession while managing inflation, as well as the impact of interest rates on equities. The importance of earnings and the labor market is emphasized, while external factors like elections are considered less significant.

On The Margin

Sat Jun 22 2024

Are Markets Beginning To Roll Over? | Weekly Roundup

Central BanksEconomic SlowdownGlobal GrowthCredit Stress IndicatorsBlockchain Deployments

This episode covers concerns about potential policy mistakes by central banks, economic slowdown indicators, market reactions, global growth impact on US earnings, credit stress indicators, blockchain deployments in financial services, market centralization concerns, impact of oil prices and interest rates on S&P 500 companies, issues with bond portfolio, potential Asian currency crisis, speculation on a shift from centralized to decentralized world economy, populism and its impacts on society, inflation risks, global central bank policies, Bitcoin and crypto decoupling, rethinking policies, populist leaders and their impacts on countries, simplifying crypto messaging, Ethereum in traditional finance, effective communication in the crypto space, quality content in mainstream news, and building genuine communities in media.

On The Margin

Wed Jun 19 2024

Liquidity Will Soon Rise | Joe McCann

market growthcrypto tradingtokenizationBitcoinFederal Reserve

Post-election certainty drives potential market growth. Hedging crypto with stock market options may not be effective. Mantra aims to digitize trillions of dollars of off-chain real-world assets onto the blockchain. Bitcoin serves as a flight to quality asset. The Federal Reserve considers rate cuts due to economic data. Unexpected shift in Fed's stance from three rate cuts to one. Cutting rates and providing liquidity can lead to inflation of asset values.

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