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On The Margin

On The Margin

522 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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On The Margin
On The Margin
@onthemargin
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FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
In this episode, Joe McCann joins the show to discus... more
Jan 8 2025 40m
Bitcoin Price Catalysts and Market Dynamics
Chapter 1 8 mins
Macro & Crypto Overview
Chapter 2 3 mins
Implications Of Hawkish Fed
Chapter 3 5 mins
Inauguration & The US Dollar
Chapter 4 1 min
Ads
Chapter 5 3 mins
Crypto Market Outlook
Chapter 6 2 mins
Strategic Bitcoin Reserve
Chapter 7 5 mins
Crypto Shopping List
Chapter 8 3 mins
Bottom Signals
Chapter 9 4 mins
2025 Outlook
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Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling
In this episode, Travis Kling joins the show to disc... more
Dec 23 2024 56m
Bitcoin Strategic Reserve Market Sentiment
Chapter 1 4 mins
Macro Outlook
Chapter 2 5 mins
Philosophical Vibe Shift
Chapter 3 4 mins
Financial Nihilism
Chapter 4 3 mins
Unpacking The Next Administration
Chapter 5 3 mins
Misaligned Incentives
Chapter 6 1 min
Ads
Chapter 7 12 mins
Bitcoin Strategic Reserve
Chapter 8 8 mins
BSR & The US Dollar
Chapter 9 2 mins
Crypto Market Outlook
Chapter 10 5 mins
Crypto Product Market Fit
Chapter 11 1 min
Fundamentals Bearish?
Chapter 12 43 sec
Learn More About Travis’ Work
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This Is Peak Hawkishness From The Fed | Joseph Wang
In this special crossover episode with Forward Guida... more
Dec 18 2024 51m
Potential Impact of Legislation on Crypto
Chapter 1 3 mins
Hawkish FOMC Conference
Chapter 2 3 mins
Immigration Impact
Chapter 3 2 mins
2025 Surprises
Chapter 4 2 mins
Trump, Trade, & Tariffs
Chapter 5 5 mins
What Is The Fed Thinking?
Chapter 6 1 min
Peak Hawkishness
Chapter 7 1 min
Long-Term Rates
Chapter 8 2 mins
SEP As A Psychological Tool
Chapter 9 1 min
Ads
Chapter 10 1 min
Fed Surveys & Politics
Chapter 11 1 min
The Neutral Rate
Chapter 12 1 min
How The Fed Gauges Restrictiveness
Chapter 13 5 mins
Reverse Repo
Chapter 14 1 min
Treasury Coupon Issuance
Chapter 15 3 mins
Equities & The Dollar
Chapter 16 1 min
Gold & Crypto
Chapter 17 4 mins
Long Bonds, Commodities, & Inflation
Chapter 18 1 min
Main Takeaways
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Convertible Bond Expert Breaks Down Why MicroStrategy Is Soaring | Richard Byworth
In this episode, Richard Byworth joins the show to d... more
Dec 10 2024 54m
Bitcoin Premium and ETF Insights
Chapter 1 7 mins
Richard Byworth And Convertible Bonds
Chapter 2 5 mins
MicroStrategy’s Convertible Bond Strategy
Chapter 3 5 mins
Accretive Dilution & The Value Of A Convertible Bond
Chapter 4 5 mins
Breaking Down The Convertible Bond Trade
Chapter 5 1 min
Ads
Chapter 6 8 mins
Risks & Opportunities In MicroStrategy’s Strategy
Chapter 7 1 min
Bitcoin Yield & Bitcoin Per Share
Chapter 8 4 mins
Leveraged Upside And Downside
Chapter 9 1 min
MicroStrategy Index Inclusion
Chapter 10 5 mins
Biggest MicroStrategy Misconceptions
Chapter 11 2 mins
Impact Of Levered MSTR ETFs
Chapter 12 2 mins
The Changing Market Paradigm
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The Everything Code: Debt, Demographics, And The Infinite Human Future | Raoul Pal
In this episode, Raoul Pal joins the show to discuss... more
Dec 3 2024 58m
Bitcoin Reserve and Macro Finance Integration
Chapter 1 4 mins
Regime Shift
Chapter 2 4 mins
Labor Vs Debt
Chapter 3 3 mins
Setup For The New Conflict
Chapter 4 2 mins
Rethinking Business Cycles
Chapter 5 3 mins
No More Cowbell?
Chapter 6 3 mins
Scott Bessent
Chapter 7 6 mins
Geopolitics
Chapter 8 1 min
Ads
Chapter 9 3 mins
Inflation Trend
Chapter 10 2 mins
Finding Treasury Buyers
Chapter 11 1 min
Cynicism Vs Optimism
Chapter 12 7 mins
Macro-Crypto Intersection
Chapter 13 4 mins
Crypto's Addressable Market
Chapter 14 5 mins
Changing Perception Of Markets
Chapter 15 3 mins
The Banana Zone
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Are You Ready For The 1st Turning? | Michael Millerman
In this episode, Michael Millerman joins the show to... more
Nov 27 2024 56m
Philosophical and Investment Thesis Alignment
Chapter 1 1 min
Incorporating Political Philosophy Into Investing
Chapter 2 1 min
Michael's Background
Chapter 3 5 mins
Peter Thiel & The Straussian Moment
Chapter 4 8 mins
The Friend-Enemy Distinction
Chapter 5 3 mins
The Vulgar Vs The Wise
Chapter 6 3 mins
The Post-Liberalism Era
Chapter 7 1 min
Ads
Chapter 8 9 mins
Interview Continues
Chapter 9 4 mins
Multipolarity & Decentralization
Chapter 10 4 mins
The Fourth Political Theory
Chapter 11 3 mins
Looking Where Others Are Not
Chapter 12 5 mins
The Great Awakening
Chapter 13 1 min
Learn More About Michael's Work
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Everything You Need To Know About The New Bitcoin ETF Options | Jeff Park
In this episode, Jeff Park joins the show to discuss... more
Nov 21 2024 54m
Bitcoin Options Imbalance and Volatility
Chapter 1 4 mins
Bitcoin ETF Options Expectations
Chapter 2 4 mins
Bitcoin's Volatility Skew
Chapter 3 3 mins
Bitcoin's Unique Supply Dynamics
Chapter 4 1 min
Corporates Rewarded For Having Bitcoin
Chapter 5 11 mins
Biggest Options Trading Takeaways
Chapter 6 1 min
Ads
Chapter 7 2 mins
Interview Continues
Chapter 8 5 mins
Implications On Dealers & Gamma
Chapter 9 4 mins
Impact Of Synthetic Bitcoin Through Derivatives
Chapter 10 3 mins
How Options Will Impact Market Structure
Chapter 11 3 mins
Following The New Options Landscape
Chapter 12 3 mins
The New Risk Model
Chapter 13 2 mins
Retail Opportunities
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Why Bitcoin Miners Are Pivoting To AI Data Centers | Josh Solesbury
In this episode, Josh Solesbury joins the show to di... more
Nov 11 2024 1h 15m
Highlight
Chapter 1 1 min
Josh's Background
Chapter 2 6 mins
Overview Of The Bitcoin Mining Landscape
Chapter 3 2 mins
Bitcoin Mining Cyclicality
Chapter 4 3 mins
Industry Consolidation
Chapter 5 6 mins
Differentiating Miners
Chapter 6 14 mins
Miner Transition To AI/HPC
Chapter 7 2 mins
Ads
Chapter 8 3 mins
Miner Transition To AI/HPC (Continued)
Chapter 9 7 mins
Chips & Bottlenecks
Chapter 10 9 mins
Why Don't Miners Abandon Bitcoin For AI?
Chapter 11 5 mins
CoreWeave & Core Scientific
Chapter 12 3 mins
Risks To Transition To AI/HPC
Chapter 13 7 mins
The Future Of The Mining Industry
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What People Get Wrong About Microstrategy’s Bitcoin Plan | Dylan LeClair
In this episode, Dylan LeClair joins the show to dis... more
Nov 4 2024 53m
Discussing Leverage and Volatility in Bitcoin
Chapter 1 3 mins
Introduction
Chapter 2 6 mins
MicroStrategy’s Bitcoin Strategy
Chapter 3 4 mins
Who Is Buying MicroStrategy?
Chapter 4 1 min
How To Value MicroStrategy
Chapter 5 3 mins
FASB Regulation Change
Chapter 6 2 mins
MicroStrategy’s Dilution & NAV Premium
Chapter 7 2 mins
MicroStrategy’s Convertible Notes
Chapter 8 2 mins
MicroStrategy’s $42 Billion Capital Plan
Chapter 9 3 mins
Why Is This Strategy Accretive to Shareholders?
Chapter 10 1 min
Advertisements
Chapter 11 3 mins
Impact Of The Capital Plan
Chapter 12 7 mins
MicroStrategy Risks
Chapter 13 5 mins
Replicating MicroStrategy’s Strategy
Chapter 14 4 mins
Crypto Market Outlook
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The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan
In this episode, Matt Hougan joins the show to discu... more
Oct 17 2024 45m
Capital Efficient Investing Strategies
Chapter 1 1 min
BTC vs ETH ETFs
Chapter 2 1 min
Success of BTC ETFs
Chapter 3 2 mins
Marginal Buyers of Crypto ETFs
Chapter 4 1 min
Lackluster ETH ETF Flows
Chapter 5 1 min
Surprise ETH ETF Approval
Chapter 6 2 mins
Value Proposition of Ethereum
Chapter 7 1 min
Sacrificing ETH Utility in ETF Wrapper
Chapter 8 4 mins
Crypto ETF Options
Chapter 9 3 mins
The Future of Crypto ETFs
Chapter 10 1 min
Bitwise Filing Process
Chapter 11 2 mins
Biggest ETF Misconceptions
Chapter 12 1 min
Advertisements
Chapter 13 2 mins
Compliance Process
Chapter 14 3 mins
Election & Regulation
Chapter 15 2 mins
Regulatory Clarity
Chapter 16 3 mins
Incorporating Bitcoin Into A Portfolio
Chapter 17 2 mins
Gold vs BTC
Chapter 18 2 mins
Crypto Market Forecasts
Chapter 19 1 min
Learn More About Matt & Bitwise
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The Economy is in Goldilocks | Ram Ahluwalia
In this episode, Ram Ahluwalia joins the show to dis... more
Oct 15 2024 49m
Market Dynamics and Investment Strategies
Chapter 1 35 sec
Ram & Lumida Wealth
Chapter 2 3 mins
Macro Overview
Chapter 3 1 min
50 Bps Cut Was a Mistake
Chapter 4 4 mins
Economic Goldilocks
Chapter 5 1 min
Fed Mandate
Chapter 6 1 min
Cutting Cycle Path
Chapter 7 2 mins
The Neutral Rate & Animal Spirits
Chapter 8 1 min
Election Impact on Markets
Chapter 9 1 min
Advertisements
Chapter 10 5 mins
Asset Allocation Strategies
Chapter 11 3 mins
NVIDIA & AI
Chapter 12 4 mins
Factor Investing
Chapter 13 2 mins
Mathematical Model Shortfalls
Chapter 14 3 mins
Risk-Adjusted Returns
Chapter 15 6 mins
Digital Asset Framework
Chapter 16 3 mins
Market Outlook
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The Great BTC ETF Debate: Bearish or Bullish?
In this episode, Jim Bianco and James Seyffart join ... more
Oct 11 2024 31m
Restrictions on Gold Investing for Advisors
Chapter 1 1 min
Have Bitcoin ETFs Been A Success?
Chapter 2 4 mins
Who is Buying Bitcoin ETFs?
Chapter 3 4 mins
Are ETFs Consistent with Crypto Ideals?
Chapter 4 4 mins
Basis Trade vs Holding
Chapter 5 1 min
Advertisements
Chapter 6 4 mins
ETH ETFs vs BTC ETFs
Chapter 7 4 mins
Bitcoin ETF Options
Chapter 8 4 mins
Crypto Ideals at Risk?
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The Last Bitcoin Cycle That Matters | Charles Edwards
In this episode, Charles Edwards joins the show to d... more
Sep 26 2024 42m
Bitcoin Price Speculation and on-Chain Metrics
Chapter 1 1 min
Macro Overview
Chapter 2 2 mins
Soft Landing vs Hard Landing
Chapter 3 3 mins
Bitcoin Seasonality
Chapter 4 3 mins
Current Bitcoin Cycle Dynamics
Chapter 5 1 min
Bitcoin Macro Index
Chapter 6 2 mins
Future Bitcoin Cycles Won't Matter
Chapter 7 2 mins
On-chain Data
Chapter 8 3 mins
Bitcoin ETFs
Chapter 9 1 min
Ads
Chapter 10 3 mins
Interview Continues
Chapter 11 1 min
Impact of IBIT Options
Chapter 12 2 mins
Financialization vs the Bitcoin Ethos
Chapter 13 2 mins
The Bitcoin Endgame
Chapter 14 3 mins
Leverage & Funding Rates
Chapter 15 4 mins
Top Signals
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The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish
In this episode, James and Felix discuss the latest ... more
Sep 19 2024 1h 1m
Disconnect in Monetary Policy Understanding
Chapter 1 10 mins
Unpacking The Fed Decision & Dual Mandate
Chapter 2 5 mins
Quantitative Easing & Tightening
Chapter 3 6 mins
2019 Repo Spike & Dollar Shortage
Chapter 4 11 mins
Trillion-Dollar Annual Deficits
Chapter 5 1 min
Advertisements
Chapter 6 7 mins
Why The Fed is Disconnected from Inflation
Chapter 7 3 mins
Is Bitcoin the Solution?
Chapter 8 4 mins
Gold & Bitcoin As Stores of Value
Chapter 9 40 sec
Permissionless Ad
Chapter 10 5 mins
Bitcoin Use Case For Global Sovereigns
Chapter 11 2 mins
Where to Follow James' Work
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Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup
This week we discuss the split odds between a 25 and... more
Sep 14 2024 1h 8m
Market Pricing and Sentiment Analysis
Chapter 1 1 min
Ram's Background
Chapter 2 5 mins
25 Bps vs 50 Bps
Chapter 3 2 mins
Inflation Data
Chapter 4 1 min
The Economy Is Okay
Chapter 5 3 mins
Fed Opening the Door to 50 Bps Cut
Chapter 6 2 mins
Parsing the Economic Data
Chapter 7 2 mins
Labor Productivity
Chapter 8 1 min
Ads
Chapter 9 6 mins
Chinese Economy & Red Flags
Chapter 10 3 mins
US Equities
Chapter 11 2 mins
Growth Vs Value
Chapter 12 2 mins
Factor Market
Chapter 13 7 mins
Market Rotation
Chapter 14 37 sec
Permissionless Ad
Chapter 15 3 mins
Narratives Driving Markets
Chapter 16 6 mins
Digital Assets
Chapter 17 4 mins
Bitcoin & Crypto Price Action
Chapter 18 1 min
Hot Money Rotation
Chapter 19 7 mins
Cutting Cycle Dynamics
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Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell
In this episode, Austin Campbell joins the show to d... more
Sep 12 2024 51m
Geopolitical Impact of Dollar Reserve Currency
Chapter 1 1 min
Austin's Background
Chapter 2 2 mins
Unpacking the Banking System
Chapter 3 4 mins
Money Markets & Reverse Repo
Chapter 4 3 mins
Crypto's Role in Banking
Chapter 5 7 mins
Stablecoin Designs & Reserves
Chapter 6 5 mins
What is Crypto Solving?
Chapter 7 40 sec
Mantra Ad
Chapter 8 4 mins
Spectrum of Decentralization
Chapter 9 4 mins
CBDCs
Chapter 10 3 mins
Blockchains vs Databases
Chapter 11 39 sec
Permissionless Ad
Chapter 12 4 mins
Crypto & Dollar Hegemony
Chapter 13 2 mins
Backlash to Crypto
Chapter 14 3 mins
Crypto Market Outlook
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Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup
This week we discuss the soft jobs report and how it... more
Sep 7 2024 56m
Navigating Uncertainty in Cryptocurrency Trends
Chapter 1 8 mins
Non-Farm Payrolls
Chapter 2 2 mins
Comparing Other Labor Market Data
Chapter 3 5 mins
The Fed's Reaction Function
Chapter 4 1 min
The Yield Curve Uninverting
Chapter 5 6 mins
Credit Spreads & Equity Rotation
Chapter 6 2 mins
Buy What The Government Is Incentivizing
Chapter 7 1 min
Advertisements
Chapter 8 3 mins
Tyler's AI Rant
Chapter 9 6 mins
What's Going On In China?
Chapter 10 2 mins
Flight From China
Chapter 11 39 sec
Permissionless Ad
Chapter 12 2 mins
Crypto Market Update
Chapter 13 2 mins
The Effects Of Rate Cuts
Chapter 14 9 mins
Bitcoin Downside & Outlook
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Why The Fed Shouldn’t Cut Rates | Eric Wallerstein
In this episode, Eric Wallerstein joins the show to ... more
Sep 4 2024 57m
Asset Allocation and Market Correlations
Chapter 1 1 min
Eric's Background
Chapter 2 5 mins
The Labor Market Is Okay
Chapter 3 2 mins
Why The Fed Is So Dovish
Chapter 4 3 mins
Consumer Savings
Chapter 5 2 mins
Real Wages
Chapter 6 3 mins
Labor Productivity
Chapter 7 3 mins
Breaking Down GDP
Chapter 8 2 mins
Economic Big Picture
Chapter 9 38 sec
Mantra Ad
Chapter 10 2 mins
Risks To The Consumer
Chapter 11 3 mins
The Fed Doesn't Need To Cut
Chapter 12 3 mins
Private Credit Markets
Chapter 13 2 mins
The Fed Supporting Credit Markets
Chapter 14 2 mins
Bond Markets
Chapter 15 2 mins
Stock & Bond Correlations
Chapter 16 2 mins
Rethinking Asset Allocation
Chapter 17 39 sec
Permissionless Ad
Chapter 18 2 mins
Global Markets & The Carry Trade Unwind
Chapter 19 2 mins
Chinese Economy
Chapter 20 3 mins
Europe Doesn't Issue Debt
Chapter 21 2 mins
Key Takeaways
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NVIDIA Passing The Baton From Growth To Value | Weekly Roundup
This week we discuss NVIDIA's latest earnings, the o... more
Aug 31 2024 1h 7m
Evaluating Market Reaction to Rate Cuts"
Chapter 1 5 mins
NVIDIA Earnings
Chapter 2 3 mins
Growth Vs Value
Chapter 3 2 mins
S&P 500 Earnings Growth
Chapter 4 3 mins
Yield Curve Steepening
Chapter 5 2 mins
High Yield Spreads
Chapter 6 3 mins
Credit Spreads, Unemployment & Recession
Chapter 7 6 mins
The Health Of The Consumer
Chapter 8 1 min
Advertisements
Chapter 9 5 mins
The Future Fed Balance Sheet
Chapter 10 1 min
Consequences Of Controlling Volatility
Chapter 11 2 mins
Central Bank Independence
Chapter 12 38 sec
Permissionless Ad
Chapter 13 2 mins
A Weaker US Dollar
Chapter 14 8 mins
Bitcoin & Geopolitics
Chapter 15 3 mins
Nobody Makes Money In Perps
Chapter 16 2 mins
Are Rate Cuts Bearish?
Chapter 17 2 mins
Will We Ever See Negative Real Rates Again?
Chapter 18 4 mins
Altcoins & Macro
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The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell
In this episode, Michael Howell of CrossBorder Capit... more
Aug 28 2024 1h 1m
Stabilization of Asian Currency Trends
Chapter 1 3 mins
Powell's Jackson Hole Speech
Chapter 2 1 min
Uptrend In Global Liquidity
Chapter 3 6 mins
Global Risk Exposure
Chapter 4 6 mins
A New Shanghai Accord
Chapter 5 39 sec
Mantra Ad
Chapter 6 2 mins
Mechanics Of Yen Intervention
Chapter 7 8 mins
The Treasury Market
Chapter 8 2 mins
Breakeven Inflation Rates
Chapter 9 2 mins
Debt-To-Liquidity Ratio
Chapter 10 40 sec
Permissionless Ad
Chapter 11 3 mins
US Public Debt
Chapter 12 2 mins
Monetary Inflation Hedges
Chapter 13 3 mins
Managing Bill Issuance
Chapter 14 1 min
Bull Vs Bear Steepener
Chapter 15 1 min
The Structure Of Global Liquidity
Chapter 16 3 mins
The MOVE Index
Chapter 17 1 min
Treasury Buybacks
Chapter 18 1 min
Real Interest Rates
Chapter 19 2 mins
Equity Market & PBOC Liquidity
Chapter 20 1 min
More Upside In Gold & BTC
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The Fed Put Is In & Global Easing Has Begun | Weekly Roundup
This week we discuss Powell’s dovish Jackson Hole sp... more
Aug 24 2024 1h 3m
The Potential Crypto Bull Market
Chapter 1 6 mins
Jackson Hole Speech
Chapter 2 1 min
Employment Outweighing Inflation
Chapter 3 1 min
Zaheer's Macro View
Chapter 4 2 mins
Housing Comeback
Chapter 5 36 sec
Polkadot Ad
Chapter 6 3 mins
Global Liquidity
Chapter 7 5 mins
Credit Isn't The Problem
Chapter 8 3 mins
New Cycle Of Investing
Chapter 9 8 mins
Kamala's Economic Policies
Chapter 10 41 sec
Permissionless Ad
Chapter 11 6 mins
Crypto Regulation
Chapter 12 1 min
Election Impact On Crypto
Chapter 13 6 mins
Crypto Market Outlook
Chapter 14 4 mins
The Bull Market Hasn't Even Started
Chapter 15 4 mins
Altcoins
Chapter 16 2 mins
Attributes Of Value
Chapter 17 1 min
Don't Fight The Fed
Chapter 18 43 sec
Polkadot Ad
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Generating Alpha in Macro | Capital Flows
In this episode, Capital Flows joins the show to dis... more
Aug 21 2024 54m
GDP Growth Impact on Market Bullishness
Chapter 1 2 mins
Capital Flows Research & Strategy
Chapter 2 2 mins
Macro Philosophy
Chapter 3 3 mins
Macro Framework
Chapter 4 3 mins
Bullish After VIX Surge
Chapter 5 3 mins
Credit & Duration Risk
Chapter 6 39 sec
Mantra Ad
Chapter 7 6 mins
Interest Rate Expectations
Chapter 8 1 min
Bull Vs Bear Steepener
Chapter 9 3 mins
What's Priced Into The Curve
Chapter 10 38 sec
Permissionless Ad
Chapter 11 5 mins
What's Driving The Equity Bull Market
Chapter 12 2 mins
Upside Tail Risks
Chapter 13 4 mins
Will The Fed Allow An Extended Recession?
Chapter 14 10 mins
Bitcoin Price Drivers
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Has The Dust Settled? | Weekly Roundup
This week we discuss the back and forth between rece... more
Aug 17 2024 56m
Economic Outlook and Passive Flows
Chapter 1 2 mins
Schrödinger's Soft Landing
Chapter 2 2 mins
What Is The Bond Market Saying About The Economy?
Chapter 3 2 mins
The Fed Kept Its Cool
Chapter 4 2 mins
Massive VIX Decline
Chapter 5 6 mins
Will Markets Adjust To The Sell-Off?
Chapter 6 3 mins
The Role Of Flows
Chapter 7 3 mins
July CPI
Chapter 8 4 mins
What's Going On With China?
Chapter 9 2 mins
The Fed's Next Move
Chapter 10 2 mins
Market Overreaction
Chapter 11 5 mins
Bitcoin & ETFs
Chapter 12 2 mins
Frustrating Crypto Market
Chapter 13 1 min
How Many New Balances Does Tyler Own?
Chapter 14 3 mins
What Can Stop The Fiscal Debt Spiral?
Chapter 15 5 mins
Why The BOJ Backpedaled
Chapter 16 2 mins
The Globalization Of Central Banks
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The Mystery Behind The Stock Market Sell-Off | Alex Campbell
In this episode, Alex Campbell joins the show to dis... more
Aug 12 2024 49m
Market Volatility and Financial Crises
Chapter 1 1 min
Introduction
Chapter 2 3 mins
Market Volatility Overview
Chapter 3 1 min
Magnificent Seven Concentration
Chapter 4 4 mins
Dispersion Trades
Chapter 5 3 mins
Market Risks & Correlations
Chapter 6 1 min
Mantra Ad
Chapter 7 2 mins
The Carry Trade
Chapter 8 5 mins
Market Volatility Vs Credit & The Economy
Chapter 9 7 mins
Impact Of Short Volatility & Hedging On Markets
Chapter 10 38 sec
Permissionless Ad
Chapter 11 2 mins
Artificial Intelligence And Alex's Startup Rose AI
Chapter 12 4 mins
Collecting & Using Market Data
Chapter 13 4 mins
The Future Of Finance
Chapter 14 2 mins
Future Of The AI Industry
Chapter 15 3 mins
Alex's Thoughts On Crypto
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Recession vs Rebound Debate | Weekly Roundup
This week we discuss the unwinding of the carry trad... more
Aug 10 2024 1h 13m
Navigating Current Market Uncertainties
Chapter 1 6 mins
Reflecting On The Market Unwind
Chapter 2 4 mins
No Asset Spared In Deleveraging Events
Chapter 3 58 sec
Polkadot Ad
Chapter 4 5 mins
Navigating Extreme Volatility
Chapter 5 2 mins
Assessing Liquitidy Signals
Chapter 6 2 mins
What Benefits The Most From Liquidity & Rate Cuts?
Chapter 7 2 mins
Looking At Credit Spreads
Chapter 8 16 mins
Steel Man-ing The Recession Argument
Chapter 9 39 sec
Permissionless Ad
Chapter 10 2 mins
State Of The Labor Market
Chapter 11 4 mins
Where Is Economic Growth?
Chapter 12 4 mins
Is The Recession On Its Way?
Chapter 13 8 mins
Crypto Market Overview
Chapter 14 4 mins
Biggest Trading Mistakes
Chapter 15 5 mins
How Much Of The Carry Trade Is Unwound
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