On The Margin
@OnTheMarginPod
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Hear the greatest minds in finance discuss how ideas that were once on the margin are now becoming mainstream. Hosted by @MikeIppolito_ | Built by @Blockworks_
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Pinned Tweet
Part 1/2 with
@LynAldenContact
&
@LukeGromen
out now!
This is a banger episode.. of course
We discuss:
- U.S debt & fiscal dominance
- Gold, Real Rates & Russian FX Reserve Sanctions
- Financial repression
- Yellen's trip to Beijing, deglobalization & much more!
Part two of…
28
61
339
UK inflation to hit 18.6% according to Citi report due to soaring energy prices
Meanwhile natural gas in Europe...👀
15
53
246
Recession confirmed?
The US 2s/10s treasury yield curve inverts at the deepest level since 2007
5
52
235
Our full interview with
@dampedspring
&
@nickgiva1
OUT NOW! We discuss:
- The recent bond market sell-off. Is the bulk of the move over, or not?
- What the next QRA announcement could signal to markets as a potential wave of issuance floods the market
- The next phase of the…
15
25
191
NEW episode of On The Margin out now!
We invite
@DoombergT
to discuss:
- Europe's energy crisis
- The Dollar wrecking ball
- Entering a period of stagflation
Apple 🔊:
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6
19
163
BREAKING: Eurozone inflation reaches 8.9%, the highest since the euro was created in 1999.
11
43
146
New episode with
@EricBalchunas
&
@biancoresearch
out now!
We discuss:
- Who is buying the Bitcoin ETFs?
- Passive vs hot money ETF flows
- The GBTC outflows impact
- Why do younger generations buy crypto & more!
Links below ↓
14
28
123
Double-digit inflation in 9 Eurozone countries in August:
🇪🇪 25.2% - Estonia
🇱🇹 21.1% - Lithuania
🇱🇻 20.8% - Latvia
🇳🇱 13.6% - Netherlands
🇸🇰 13.3% - Slovakia
🇸🇮 11.5% - Slovenia
🇬🇷 11.1% - Greece
🇧🇪 10.5% - Belgium
🇪🇸 10.3% - Spain
Via
@alistairmilne
9
47
114
*DXY Dollar Index Rises to Highest Level Since October 2002 at 108.553
5
23
100
"The Fed's credibility is on the line"
Hear
@biancoresearch
on the most recent episode of On The Margin out now!
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📺:
1
19
109
Hear
@biancoresearch
's thoughts on the Fed's groupthink problem
It's this groupthink that led the Fed to miss inflation, banking turmoil & kept rates at 0% for too long ⬇️
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12
20
111
Goldman Sachs: UK inflation could top 20% if gas prices remain elevated at current levels
7
18
97
NEW episode of On The Margin out now!
We invite
@DoombergT
&
@EpsilonTheory
to the show to discuss:
- The FTX fallout, "the golden age of fraud" & Alameda Research
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12
23
107
10-year Treasury yield rises to highest since April 2011
3
20
95
UK reports annual inflation of 10.1% in July, the highest rate for 40 years.
7
17
92
NEW episode with
@crossbordercap
OUT NOW! We discuss:
- The rising liquidity tide & Michael's outlook for markets in 2024
- The mechanics of inflation & finding portfolio hedges with gold & crypto
- The bond market supply + QRA announcement. Will the Fed ultimately have to…
6
18
89
Biggest Tech Stock Declines
Data as of Jul 29 (end of day)
7
17
73
JUST IN: Biden intends to freeze student loan repayments for another four months
More than 43 million Americans owe a combined $1.6tn in federal student debt.
12
19
78
NEW episode with
@biancoresearch
OUT NOW! We discuss:
- The banking crisis
- "Animal spirits" in markets
- Fighting inflation vs financial stability
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8
11
79
NEW episode with
@BobEUnlimited
&
@dampedspring
OUT NOW! We discuss:
- Inflation
- Recession outlook
- Higher for longer rates
- The bond market sell-off
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6
8
72
NEW episode with
@EricBalchunas
OUT NOW! We discuss everything you need to know about the Bitcoin ETF!
Enjoy!
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11
13
68
Mortgage Rates in US Jump to 5.89%, Highest Level Since 2008
5
25
64
NEW episode with
@biancoresearch
We discuss:
- The Bitcoin ETF
- Jim's outlook for 2024
- End of the bond bull market
- Crypto's permissionless ethos & more!
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15
58
$10 billion of crypto VC money went into Web3 startups in 2022
@FTX_Official
's
@amytongwu
joins us tomorrow to discuss the crypto VC landscape
6
6
52
This week our podcast network hit 25 million listens. Two years ago we were at 1 million.
Big thanks to each & everyone of you listeners who tune in week in & week out.
Next stop... 100 million 🔥
7
7
54
NEW episode of On The Margin out now!
We invite
@SantiagoAuFund
to the show to discuss:
- The U.S Dollar
- Outlook for 2023
- The Fourth Turning
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4
12
54
NEW episode of On The Margin out now!
We invite
@gametheorizing
&
@Justin_Bons
to discuss:
- Does
#Bitcoin
have utility?
- Bitcoin's security model
- Proof of Work vs Proof of Stake
- & much more!
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9
7
52
Goldman Sachs: Energy bills for European households will surge by 2 trillion euros by 2023
7
7
48
NEW episode of On The Margin out now!
We invite
@biancoresearch
&
@JackFarley96
to discuss Powell's press conference
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2
8
50
NEW weekly roundup with
@MarkYusko
📈 We discuss:
- FTX fallout
- Genesis halts with-drawls
- The macro outlook
Apple 🔊:
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14
6
45
First ep of 2024! We discuss:
- Will a Bitcoin ETF approval diminish the premium priced into crypto equities?
-
@saylor
's Bitcoin strategy: one of the greatest trades of all time?
- Recession outlook in 2024
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Spotify 🔊:…
7
5
43
NEW episode with
@LukeGromen
OUT NOW! We discuss:
- Peak cheap energy
- The Fed's end game
- Luke's outlook for 2023
- Gold & Bitcoin during financial repression
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6
12
45
NEW episode with
@fejau_inc
&
@WClementeIII
@reflexivityres
OUT NOW!
We discuss:
- Inflation & rate cuts
- Macro & crypto outlook in 2024
- BTC miners, Coinbase & more!
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11
8
46
NEW weekly roundup with
@MikeIppolito_
&
@MarkYusko
📈
We discuss:
- Elon sells $1 billion in Bitcoin
- Crypto bear market
- The macro environment
🔊:
📺:
6
7
39
NEW episode with
@Travis_Kling
out now! Travis shares his 2024 bullish thesis.
We also discuss the Fed pivot, trading Bitcoin halving cycles, how to value crypto, reflexivity and more. Enjoy!
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10
44
NEW episode of On The Margin out now!
We invite
@JulianMI2
to discuss:
- Hyper-financialization
- Julian's inflation outlook
- Cracks in the housing market
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2
9
44
NEW episode of On The Margin out now!
We invite
@42macro
Founder & CEO
@42macroDDale
to discuss:
- The liquidity cycle
- The Fed's tightening cycle
- Darius' market outlook for 2022 - 2023
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7
10
43
NEW episode of On The Margin out now! We invite
@syrupsid
of
@maplefinance
to the show. We discuss:
- Crypto liquidations vs LTCM
- What happened to 3AC
- Building In A Bull vs Bear Market
- Opportunities for DeFi
🔊:
📺:
3
7
37
As the USD's strength rises, foreign treasury holdings at the fed drastically reduce
@LynAldenContact
8
14
38
The difference between the 2-year and 10-year Treasury yield is now the most inverted since 1981:
4
12
37
New episode with
@alyssachoo_
out now! 🔥
We discuss:
- Coinbase's earnings beat & global expansion
- The bullish catalysts for crypto equities in 2024
- Bitcoin miners profitability & more!
Enjoy!
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6
7
40
NEW weekly roundup with
@MikeIppolito_
&
@JackFarley96
📈
We discuss:
- Atlanta Fed negative GDP
- Commodities signalling a recession
-
@SBF_FTX
crypto bailouts
- 3AC vs Long-Term Capital Management
🔊:
📺:
11
8
34
NEW weekly roundup with
@MarkYusko
📈 We discuss:
- Inflation
- Outlook for 2023
- Best vs worst assets in 2023
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2
5
35
NEW episode with
@jameslavish
OUT NOW! We discuss:
- The "debt spiral"
- A recession is coming
- U.S unsustainable fiscal path
- Bitcoin market outlook in 2024
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7
11
36
How does today's contagion in crypto compare with the historic default of Long-Term Capital Management?
Hear
@syrupsid
of
@maplefinance
break it down and discuss the differences between DeFi & CeFi lending ⬇️
🔊:
📺:
2
10
33
NEW weekly roundup with
@MikeIppolito_
&
@MarkYusko
📈
We discuss:
- 9.1% inflation
- 2001 tech bubble
- Signs of crypto spring
- Overpriced equities
🔊:
📺:
6
3
29
New episode with
@dampedspring
out now!
We discuss:
- Financial conditions are loose
- How to kill inflation
- Stock market melt-up
- Is the banking system healthy?
- What to expect ahead of FOMC
Links below ↓
4
8
35
New episode with
@UrbanKaoboy
OUT NOW! We discuss:
- Powell's FOMC press conference. Are financial conditions restrictive enough, or should we expect higher for longer?
- A dreaded bond market bear steepener & it's implications for the economy & markets
- The strong U.S Dollar…
1
6
33
New episode with
@MarkYusko
@MikeIppolito_
OUT NOW! We discuss:
- The false Bitcoin ETF headline that sent Bitcoin surging to $30,000
- Larry Fink's comments on crypto as a “flight to quality”
- Institutional demand for a Bitcoin ETF
- The bond bear market, one of the…
3
7
34
- A potential Bitcoin ETF approval
- 2024 halving
- Fed rate cuts
Could 2024 set the stage for a Bitcoin bull run?
@caprioleio
breaks down
@Grayscale
's victory vs the SEC
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8
7
32
China Slides Into Deflation
We had
@nglinsman
on the show around a month ago to discuss this very topic. Still as relevant today as it was then
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2
5
30
We're back
@qthomp
@fejau_inc
@Tyler_Neville_
@MikeIppolito_
New weekly roundup out now!
We discuss:
- Dovish FOMC
- QRA recap + market impact
- Time to be bullish?
- BoJ yentervention, Japan's Minsky moment & more!
Links below ↓
10
9
30
NEW episode of On The Margin out now!
We invite
@DiMartinoBooth
to discuss:
- The end of the "Fed put"
- Powell's Volcker moment
- What to expect ahead of FOMC
- And so much more!
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1
6
30
NEW weekly roundup with
@MikeIppolito_
&
@MarkYusko
📈
We discuss:
- Crypto bank runs
- The state of markets
- Declining PMIs
- Crypto winter
🔊:
📺:
8
8
27
Check out this panel from
@BlockworksDAS
with
@MarkYusko
@DTAPCAP
&
@billbarhydt
"Bulls vs Bears: The Next 12 Months"
📺:
2
11
30
NEW episode with
@qthomp
of
@maplefinance
OUT NOW! We discuss:
- Liquidity, macro & real rates
- Trading the Bitcoin breakout
- Quinn's crypto outlook in 2024
Apple 🔊:
Spotify 🔊:
5
9
27
New weekly roundup with
@qthomp
&
@MikeIppolito_
out now!
We discuss:
- Rate cuts in 2024
- GBTC outflows increase
- Bullish setup for stocks & crypto
- BoJ's policy reversal & more!
Links below ↓
4
5
29
NEW weekly roundup with
@MikeIppolito_
&
@MarkYusko
📈
We discuss:
- Volatility & leverage in crypto
- Recession risks
- Hedge fund returns over H1 2022
- Global political turmoil
🔊:
📺:
6
4
23
NEW episode with
@adam3us
of
@Blockstream
OUT NOW! We discuss:
- Bitcoin is undervalued, the path to $100,000
- Positive catalysts for 2024: Bitcoin halving & an ETF launch
- The current state of Bitcoin mining & network hash rate
- The growth of the lightning network &…
6
8
22
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2
8
27
NEW episode of On The Margin out now!
We invite
@ChinaBeigeBook
CEO Leland Miller to discuss:
- Monday's market sell-off
- China's 20th party congress
- China's new model for growth
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2
7
28
NEW episode with
@UrbanKaoboy
&
@nglinsman
OUT NOW! We discuss:
- China's debt problem
- U.S Dollar wrecking ball
- The bond market sell-off
- China’s 40-Year boom is over
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4
7
28
Clip taken from yesterdays episode ⬇️
The 4-year
#Bitcoin
cycle isn't over and is right on track according to
@caprioleio
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4
3
26
NEW episode with
@jessefelder
OUT NOW! We discuss:
- Soft landing narrative
- The BoJ shocks markets
- Inflation & risk asset headwinds
- Bear market rally or bull market?
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2
10
27
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0
3
25
NEW episode with
@ChinaBeigeBook
OUT NOW! We discuss:
- China's weak recovery
- China's old vs new economic model
- Controlled demolition of the property bubble & more!
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4
9
25
Why the next decade will be inflationary
@VincentDeluard
Listen to the full episode below! ⬇️
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2
5
23
New episode with
@DTAPCAP
out now! 🔥
We discuss:
- The ETF unlock
- Bitcoin breaks an all-time high
- Positive macro conditions for 2024
- Where are we in this cycle?
Links below ↓
2
5
23
This week,
@MarkYusko
returns!
We discuss Larry Fink's recent comments on
#Bitcoin
& what BlackRock's ETF approval would mean for institutional investors
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1
1
23
How long will Grayscale ETF outflows continue? Clip taken from last weeks roundup ICYMI 🔥
@MarkYusko
Thanks to
@CopperHQ
for sponsoring this episode!
0
4
23
NEW weekly roundup with
@MarkYusko
📈 We discuss:
- $META's future
- Big tech sell-off 📉 $AMZN $SNAP $META $GOOGL
- Bitcoin mining bankruptcies
- & much more!
Spotify 🔊:
Apple 🔊:
6
5
19
New episode with
@VincentDeluard
out now!
Over a year ago Vincent joined the show and stated "inflation isn't going back to 2%"
Today CPI sits at 3.5%...
We discuss:
- Fiscal dominance
- The rise of secular inflation
- Avoiding an inflation spiral
- Asset's to own during…
2
4
23
NEW episode with
@mikemcglone11
OUT NOW! We discuss:
- Risk of recession
- Declining liquidity
- Outlook for
#Gold
&
#Bitcoin
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5
8
22
How has Fed tightening effected venture capital & private markets?
"The era of cheap money is over" -
@BobEUnlimited
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0
3
21
New episode out now! 🔥
We discuss:
- The Bitcoin ETF impact
- Bullish tailwinds for markets in 2024
- Will we see a typical BTC/alt rotation & more!
Links below ↓
12
1
19
New roundup with
@MarkYusko
@MikeIppolito_
OUT NOW! ⬇️
We discuss Bitcoin's rally to $35k & the bull market of 2024
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YouTube📽️:
Catch Mike & Mark at
@blockworksDAS
in March. Use Code…
2
2
21
New roundup with
@MarkYusko
&
@MikeIppolito_
OUT NOW! ⬇️
We discuss the easing of financial conditions & Bitcoin's steady climb towards $40,000 as markets continued rallying in November
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5
6
20
NEW episode of On The Margin out now!
We invite
@darioperkins
to discuss:
- Deglobalization
- The cost of living crisis
- A new macro supercycle
- The shift from capital back to labor
Apple 🔊:
Spotify 🔊:
4
6
21
New episode with
@MarkYusko
@MikeIppolito_
OUT NOW! ⬇️
We discuss
@Grayscale
's victory vs the SEC & it's implications for Bitcoin in 2024
Apple 🔊:
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YouTube 📽️:
1
4
21
NEW episode with
@0xZergs
out now!
We discuss:
- David's viral thread on surviving the GBTC widowmaker trade that blew up in 2021
- Structure of the trade
- The fall of 3AC, BlockFi, Genesis & FTX
- The 2024 crypto market is much less leveraged
Enjoy!
Apple 🔊:…
5
8
17
We're back & joined by
@fejau_inc
this week!
@qthomp
@Tyler_Neville_
We discuss:
- Hot inflation (CPI) print
- Rising oil, yields & U.S dollar vs risk assets
- What's happening with the Yen?
- Gold + Bitcoin & more!
Links below ↓
5
4
19
Our full interview with
@ChinaBeigeBook
@MikeIppolito_
OUT NOW! We discuss:
- China's old economic model is dying
- Growing tensions between the U.S & China
- Risk of deflation in China & how it impacts the global economy + markets
- Xi Jinping's controlled demolition of the…
3
5
20
NEW weekly roundup with
@MarkYusko
&
@FedGuy12
📈 We discuss:
- Powell's Speech
- SBFs NYT interview
- Predictions for 2023
Apple 🔊:
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YouTube📽️:
2
4
20
New weekly roundup OUT NOW! ⬇️
@MarkYusko
@MikeIppolito_
We discuss:
- The 2024 Fed pivot
- CPI, PPI & the everything rally
- Elizabeth Warren's crypto crackdown
Enjoy!
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Spotify 🔊:
6
4
19
NEW weekly roundup with
@MarkYusko
& James Davolos of
@HorizonKinetics
📈
We discuss inflation & if "team transitory" will be proven right, or not!
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2
3
17
This week
@JackFarley96
of
@ForwardGuidance
steps in with
@MarkYusko
!
We discuss the current recession outlook & entering crypto summer
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6
5
19
China's economy:
- Currently in deflation
- Exports fell by 14.5% YoY last month
- Youth unemployment around 21%
- Credit growth at a 2009 low
- Country Garden on the verge of default
- Yuan near a 16-year low vs U.S Dollar
@UrbanKaoboy
@nglinsman
@MikeIppolito_
Is that bad?
1
4
19
NEW episode with
@LynAldenContact
OUT NOW! We discuss:
- The inflation end game
- Rise of fiscal dominance
- Asset's to own during inflation
- Lyn's new book... 👀
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1
1
19
Episode with
@crossbordercap
out tomorrow 🔥
You can use code MARGIN20 for a 20% discount!
Diary date for 2024. Lots of great topics and awesome speakers
5
12
56
2
3
18
New weekly roundup out now!
@qthomp
@Tyler_Neville_
@fejau_inc
@MikeIppolito_
We discuss:
- Inflation & geopolitical risk
- The Bitcoin halving impact
- Asian currency crisis
- Investing in public vs private markets
Links below ↓
2
2
19
Special episode out now!
We spoke with
@ErikVoorhees
moments after SBF's NYT interview on Twitter spaces. Listen below:
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