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On The Margin

On The Margin

493 Episodes • By Blockworks •
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.
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The Rise Of Fiscal Dominance In 2024 & Beyond | Lyn Alden
In this episode, Lyn Alden joins the show to discuss... more
Jul 24 2024 48m
Fiscal Policy Impact on Interest Rates
Chapter 1 4 mins
The Rate Cutting Cycle
Chapter 2 3 mins
Is The Economy Slowing?
Chapter 3 2 mins
Will We See A Recession?
Chapter 4 2 mins
The Small Cap Rotation
Chapter 5 1 min
Mantra Ad
Chapter 6 3 mins
The Rise Of Fiscal Dominance
Chapter 7 3 mins
The Election Impact
Chapter 8 11 mins
Bitcoin As A Strategic Reserve Asset
Chapter 9 40 sec
Permissionless Ad
Chapter 10 8 mins
Oil & Energy
Chapter 11 6 mins
Stocks, Bonds & The Three Pillar Portfolio
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The Stock Market & Crypto Are Turning | Weekly Roundup
This week we discuss what is happening in crypto &am... more
Jul 20 2024 1h 6m
Impact of Government Involvement on Inflation
Chapter 1 9 mins
Crypto Conference Sentiment and Market Trends
Chapter 2 5 mins
Market Sentiment and Liquidity Dynamics
Chapter 3 9 mins
Economic Outlook and Monetary Policy
Chapter 4 10 mins
Political Trends Affecting Financial Markets
Chapter 5 13 mins
Equity Market Systematic Gut Check
Chapter 6 7 mins
US Economic Platform Impact on Markets
Chapter 7 10 mins
Economic Outlook in Political Context
Chapter 8 47 sec
New Jersey Mentality and Humility
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A Soft Landing Is Unrealistic | Andy Constan
In this episode, Andy Constan joins the show for a d... more
Jul 17 2024 38m
Market Anticipation of Fed Rate Cuts
Chapter 1 26 sec
Introduction
Chapter 2 4 mins
Why The Economy Has Remained Strong
Chapter 3 6 mins
Financial Conditions Are Still Loose
Chapter 4 1 min
Mantra Ad
Chapter 5 10 mins
Relief In The Long End Has Been Fueling A Stock Market Rally
Chapter 6 6 mins
What To Expect From The QRA?
Chapter 7 37 sec
Permissionless Ad
Chapter 8 7 mins
Alpha vs Beta
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What Deflation Means for Crypto, Gold and Tech | Weekly Roundup
In this episode, we dive deep into the latest CPI da... more
Jul 13 2024 59m
Growth Scare Analysis and Market Trends
Chapter 1 1 min
Introduction
Chapter 2 11 mins
CPI & Inflation Outlook
Chapter 3 1 min
Avalanche Ad
Chapter 4 10 mins
Equity Outlook
Chapter 5 9 mins
Labor Market Conditions
Chapter 6 39 sec
Permissionless Ad
Chapter 7 9 mins
German Gov & Mt Gox Supply Overhang
Chapter 8 10 mins
Crypto vs Gold Catch Up Trade
Chapter 9 4 mins
Evolving Politics Culture
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An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden
In this episode, Julian Brigden of MI2 Partners disc... more
Jul 10 2024 57m
Mantra's Cosmos SDK Integration and Opportunities
Chapter 1 1 min
Introduction
Chapter 2 7 mins
Are Rate Cuts Coming?
Chapter 3 5 mins
Why Rate Cuts Might Not Come
Chapter 4 1 min
Avalanche Ad
Chapter 5 1 min
Mantra Ad
Chapter 6 3 mins
Why Rate Cuts Might Not Come (Continued)
Chapter 7 8 mins
2025 Recession Outlook
Chapter 8 1 min
Bond Market Sentiment
Chapter 9 39 sec
Permissionless Ad
Chapter 10 16 mins
Reality of Inflation
Chapter 11 9 mins
Global Market Opportunity
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The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal
This week Raoul Pal joins the show to discuss his ex... more
Jul 3 2024 54m
Asset Allocation and Investment Performance
Chapter 1 7 mins
The Liquidity Cycle
Chapter 2 3 mins
Trouble In Japan's FX Market
Chapter 3 1 min
Mantra Ad
Chapter 4 1 min
Financial Repression
Chapter 5 4 mins
Diversification Is Dead
Chapter 6 7 mins
The Age Of Debt
Chapter 7 40 sec
Permissionless Ad
Chapter 8 11 mins
The Crypto Thesis
Chapter 9 6 mins
The Banana Zone
Chapter 10 2 mins
Changing Your Investment Framework
Chapter 11 5 mins
The Fourth Turning
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Rate Cuts Are Coming, Here's Why | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46... more
Jun 29 2024 1h 12m
Bitcoin's Price and Political Speculation
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There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes
This week David Cervantes joins the show for a discu... more
Jun 26 2024 41m
Equity Trading and Analysis Approach
Chapter 1 7 mins
The Fed's Already Got Their Soft Landing
Chapter 2 3 mins
The Economy Is Slowing
Chapter 3 1 min
Mantra Ad
Chapter 4 4 mins
When Will The Fed Cut Rates?
Chapter 5 11 mins
How To Make Macro Actionable
Chapter 6 38 sec
Permissionless Ad
Chapter 7 2 mins
The U.S Fiscal Dilemma
Chapter 8 9 mins
Can Stocks Continue To Rally In 2024?
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Are Markets Beginning To Roll Over? | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46... more
Jun 22 2024 1h 18m
Potential Policy Mistakes Impacting Markets
Chapter 1 4 mins
Economic Slowdown and Fed Hawkishness
Chapter 2 8 mins
Global Economic Fragility and Market Volatility
Chapter 3 8 mins
Market Dynamics and Centralization Concerns
Chapter 4 11 mins
Tech Concentration and Market Volatility
Chapter 5 11 mins
Economic Policy and Market Trends
Chapter 6 11 mins
Tariffs, Government Revenue, and Economic Policy
Chapter 7 5 mins
Societal Perspectives on Government and Policy
Chapter 8 8 mins
Political Speculation and Market Sentiment
Chapter 9 8 mins
Media Evolution and Niche Communities
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Liquidity Will Soon Rise | Joe McCann
This week Joe McCann joins the show for a discussion... more
Jun 19 2024 44m
Myth of Rate Cuts Driving Stocks
Chapter 1 8 mins
Combining The Worlds Of Macro & Crypto
Chapter 2 4 mins
The Crypto Thesis
Chapter 3 7 mins
Solana
Chapter 4 3 mins
Bitcoin
Chapter 5 5 mins
Rate Cuts Are Coming
Chapter 6 8 mins
Takeaways From FOMC
Chapter 7 4 mins
Liquidity Is About To Resurge
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What's The End Game For Inflation? | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46... more
Jun 15 2024 1h 5m
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Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang
This week Joseph Wang joins the show post FOMC to br... more
Jun 13 2024 39m
Outlook on Gold and Metals
Chapter 1 9 mins
FOMC Meeting Takeaways
Chapter 2 2 mins
The U.S Labour Market
Chapter 3 1 min
Mantra Ad
Chapter 4 2 mins
Stocks Will Continue To Crush Bonds In 2024
Chapter 5 3 mins
Rate Cuts Are Coming... And It's Bullish
Chapter 6 3 mins
Gold, Commodities & Bitcoin
Chapter 7 4 mins
Crypto's Wealth Effect
Chapter 8 2 mins
Is There A Bear Case For Equities?
Chapter 9 37 sec
Permissionless Ad
Chapter 10 3 mins
Monetary Plumbing & The QT Taper
Chapter 11 5 mins
Presidential Elections & Their Impact On Markets
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Beginning Of The Rate Cutting Cycle, Time To Be Bullish? | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46... more
Jun 8 2024 1h 2m
US Re-Industrialization and Currency Strength
Chapter 1 4 mins
Central Banks and Economic Trends
Chapter 2 9 mins
Immigration Impact on Inflation and Jobs
Chapter 3 5 mins
Central Bank Cuts and Dollar Trends
Chapter 4 11 mins
Global Economics and Financial Dynamics
Chapter 5 10 mins
Market Centralization and Market Structure
Chapter 6 8 mins
Market Dynamics and Crypto ETF Flows
Chapter 7 8 mins
Robinhood Acquires Bitstamp, Market Dynamics
Chapter 8 4 mins
Future of AI and Bitcoin
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Exploring Crypto's Modular Path | Rex & NoSleepJon
In this special episode, the Jason and Mike announce... more
Jun 6 2024 47m
Crypto Cultures and Collaboration
Chapter 1 5 mins
Introduction
Chapter 2 13 mins
Modularity in Crypto
Chapter 3 6 mins
Sovereignty & ZK with Modularity
Chapter 4 9 mins
Value Accrual in Crypto
Chapter 5 8 mins
Surviving Fragmentation
Chapter 6 4 mins
Modularity Ecosystem Competition
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The Modular Integration Spectrum | Keone & Zon
In this episode, Keone from Monad and Zon from Initi... more
Jun 5 2024 1h 3m
The Future of App Chains
Chapter 1 3 mins
Introduction
Chapter 2 8 mins
Modular vs Integrated
Chapter 3 17 mins
Who are Appchains for?
Chapter 4 7 mins
Composability in Modular World
Chapter 5 3 mins
Monad's Endgame
Chapter 6 8 mins
Importance of Decentralization
Chapter 7 15 mins
Building Web3 Community
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The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies
This episode Warren Pies Founder of 3Fourteen Resear... more
Jun 5 2024 48m
Yields and Oil Market Trends
Chapter 1 14 mins
Oil, Rates & The Global Cutting Cycle
Chapter 2 1 min
Avalanche Ad
Chapter 3 1 min
Mantra Ad
Chapter 4 7 mins
Inflation
Chapter 5 6 mins
What To Expect Ahead Of FOMC
Chapter 6 45 sec
Permissionless Ad
Chapter 7 6 mins
Why Did The Fed Taper QT?
Chapter 8 3 mins
The Deficit Impact
Chapter 9 5 mins
Macro Doomerism
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The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46... more
Jun 1 2024 50m
Market Analysis
Chapter 1 9 mins
Economic Data Analysis
Chapter 2 6 mins
Economic Impact and Inflation Analysis
Chapter 3 11 mins
Real Estate and Housing Market Challenges
Chapter 4 8 mins
Market Dynamics and Derivative Income Funds
Chapter 5 14 mins
Market Analysis and Political Speculation
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The Ethereum ETF Turning Point | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46... more
May 25 2024 1h 5m
Market Concerns About Growth and Stagflation
Chapter 1 5 mins
Crypto Roundup and New Hires
Chapter 2 3 mins
Political Shifts in Crypto Policy
Chapter 3 2 mins
Generational Shift and Incentives
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The Ethereum ETF Is Approved | Eric Balchunas & James Seyffart
We apologise for any video/audio issues this episode... more
May 24 2024 26m
Cryptocurrency ETF Comparison and Expectations
Chapter 1 7 mins
The ETH Approval
Chapter 2 5 mins
Demand For An ETH ETF
Chapter 3 1 min
Avalanche Ad
Chapter 4 1 min
Mantra Ad
Chapter 5 10 mins
Will We See More ETFs?
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Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan
This episode Danny Dayan joins the show alongside Fe... more
May 24 2024 57m
Inverted Yield Curve Stimulating Economy
Chapter 1 6 mins
Forget Rate Cuts, The Fed Will Hike Again
Chapter 2 3 mins
Financial Conditions Are Too Loose
Chapter 3 1 min
Avalanche Ad
Chapter 4 6 mins
Mantra Ad
Chapter 5 14 mins
The Fed Broke The Yield Curve In 2021
Chapter 6 4 mins
Fiscal Deficits & The Credit Impulse
Chapter 7 3 mins
The U.S Debt Problem
Chapter 8 4 mins
Why Is China Buying So Much Gold?
Chapter 9 3 mins
Oil
Chapter 10 7 mins
How To Trade 2024?
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The Biggest Risk Is A Market Melt-Up | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46... more
May 18 2024 1h 11m
The Long Duration Trade Perspective
Chapter 1 14 mins
Market Momentum and Political Impact
Chapter 2 12 mins
Crypto Market Analysis and Recommendations
Chapter 3 11 mins
Economic Policy, Inequality and Game Theory
Chapter 4 8 mins
Bitcoin Futures and Institutional Adoption Analysis
Chapter 5 6 mins
Cryptocurrency Market Dynamics and Speculation
Chapter 6 8 mins
Crypto Legislation and Political Ideologies
Chapter 7 9 mins
Talking Points on Centrism and Culture
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What Stops The Runaway U.S Fiscal Trainwreck | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46... more
May 11 2024 1h 11m
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Powell's Bullish Signal To Markets | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46... more
May 4 2024 1h 7m
Potential Market Shifts and Inflows
Chapter 1 11 mins
Market Insights and QRA Recap
Chapter 2 14 mins
Market Disruption and Institutional Failure
Chapter 3 3 mins
The Impact of Japan's Debt Crisis
Chapter 4 11 mins
Conceptual Learning and Market Dynamics
Chapter 5 8 mins
Understanding Airdrops and Yield Farming
Chapter 6 10 mins
Coinbase Earnings Analysis and Insights
Chapter 7 7 mins
Fed Airdrops and Cultural Shifts Discussed
Chapter 8 1 min
Political Labels and Nuance
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Surging Liquidity Is Fueling Higher Inflation | Bob Elliott
This week Bob Elliott joins the show post FOMC to di... more
May 1 2024 48m
US Debt Profile and Interest Rates
Chapter 1 12 mins
Fed Policy Mix and Liquidity Concerns
Chapter 2 8 mins
Impact of Rising Yields on Markets
Chapter 3 7 mins
Inflation Trends and Fed Policy
Chapter 4 5 mins
Discussion on Global Financial Market Trends
Chapter 5 9 mins
Investment Perspective on Gold and Commodities
Chapter 6 5 mins
Oil Market Analysis and Outlook
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Huge Earnings Beat For Big Tech | Weekly Roundup
Follow On The Margin On Spotify: https://spoti.fi/46... more
Apr 27 2024 1h 2m
Global Inflation Trends
Chapter 1 11 mins
Discussion on US Economy Trends
Chapter 2 9 mins
Global Economic Uncertainty and Market Dynamics
Chapter 3 8 mins
Impact of Corporate Profits and Inflation
Chapter 4 10 mins
Debate on Inflation and Fiscal Policy
Chapter 5 7 mins
Economic Policy Trends and Bitcoin Flows
Chapter 6 14 mins
Current Trends in Crypto and DeFi
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