Inflection Point

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for a discussion on the impact of higher interest rates. We discuss the economy's sensitivity to higher interest rates, Powe...

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike & Mark discuss Grayscale's victory vs the SEC and what it means for the approval of a Bitcoin ETF. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMa...

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin & digital asset quant hedge fund joins the show for a discussion on the positive setup for Bitcoin heading into 2024. Charles walks us t...

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — This week, Mike & Mark discuss the slew of macro data over the past few weeks. We also deep dive into the sell-off in Bitcoin last week from $30,000 to $26,000, China's slowdown, the housing market & more! To hear al...

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Michael Kao former hedge fund manager turned private investor & Nick Glinsman Co-Founder at Malmgren-Glinsman Partners join the show. With every recent headline revolving around...

Follow Forward Guidance On Spotify: https://spoti.fi/3E0Nbio Follow Forward Guidance On Apple: https://apple.co/3hXQu2F Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Mike is on holiday, so we bring you a special episode of Forward Guidance hosted by J...

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode Neil Howe, Author of The Fourth Turning & his latest book The Fourth Turning Is Here joins the show for a wide ranging discussion on the current generational cycle America finds itself in amidst th...

We apologise for audio issues on todays episode! — Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — This week, Mike & Mark take a deep dive into July's inflation data. Despite inflation ticking up due to base effects, the trend across developed economies remains di...

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Subscribe To Empire On YouTube: https://tinyurl.com/4fdhhb2j Subscribe To Empire On Apple: https://tinyurl.com/mv4frfv7 Subscribe To Empire On Spotify: https://tinyurl.com/wbaypprw -- This is a special episode taken...

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Mike & Mark discuss the volatile week in markets as the long end of the U.S bond market began selling off on Wednesday. We discuss the potential catalysts including increased treasury issuance, the BoJ's...

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half...

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — After many weeks apart, Mark & Mike reunite to discuss the top stories of the week. In the midst of earnings season, we take a look at the bull market of 2023 & discuss whether the rally has further to run, or not? W...

Follow Lightspeed on YouTube: https://bit.ly/43o3Syk Follow Lightspeed on Apple: https://apple.co/3OhiXgV Follow Lightspeed on Spotify: https://spoti.fi/3OkF7PD -- This is a special episode of Lightspeed, Blockworks' newest podcast, where we interview Balaji Srinivasan and Akshay BD to discuss crypto networks, sovereignty and the practicality of decentralization. If you only tune in to one episode...

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Jim Bianco Founder of Bianco Research LLC joins the show to break down Powell's comments after the Fed raises rates 25bps to a 22-year high. Will this rate hike mark the end of t...

Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- With Mike & Mark out, Jack Farley of the Forward Guidance podcast joins Blockworks' very own newsletter writer Byron Gilliam for a wide raging discussion on the top stories of the week. With the recent Ripple...

Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- Alfonso Peccatiello, founder of The Macro Compass, returns to Forward Guidance to discuss why there's no U.S. recession as of yet, how long is the lag of rate hikes' effect on the economy, and why bonds haven'...

With Mike out, Jack Farley of the Forward Guidance podcast fills in to guest-host this episode. Mark and Jack talk about everything from the Knights Templar to the potential approval of Blackrock's spot Bitcoin ETF. -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Jack: https://twitter.com/JackFarley96 Follow Blockworks: https://twitter....

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On todays episode Nick Glinsman Co-Founder at Malmgren-Glinsman Partners joins the show for a discussion on the current global macro outlook in 2023 as we enter the second half of the year. While central banks conti...

This week, Mark returns to the weekly roundup after a two week hiatus! We dive straight into the biggest story of the week as Larry Fink took to the airwaves with a switched stance on Bitcoin weeks after BlackRock, the largest asset manager in the world, filed for their highly anticipated spot Bitcoin ETF. We discuss the implications of a spot Bitcoin ETF being approved, and in Mark's own words, i...

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- On today's episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation. Early to the inflation call in 202...

Follow Forward Guidance On Spotify: https://spoti.fi/3poBcr6 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This week, as Mark continues his tour around Europe, Jack Farley host of the Forward Guidance podcast joins the show to discus the top stories of the week. As economic data & growth remains resilient, markets...

On today's episode of On The Margin, Jordi Visser a veteran money manager & currently President and CIO, Weiss Multi-Strategy Advisers joins the show for a discussion on the disruptive technologies changing the investing landscape in 2023. With the release of ChatGPT in 2022, a tidal wave of investment & excitement has resurged around the promise of A.I. In this episode, Jordi walks through the op...

Follow Forward Guidance On Spotify: https://spoti.fi/3poBcr6 Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX __ This week, Jack Farley host of the Forward Guidance podcast joins the show for a discussion on the biggest stories of the week. With Bitcoin breaking past $30,000, equity indices reaching new bull market terri...

On todays episode of On The Margin George Goncalves MUFG's Head Of Macro Strategy joins the show for a discussion on the outlook for H2 2023. Reflecting on the Fed's quest to fight inflation amidst their fastest hiking cycle in recent history, George outlines why the economy has remained resilient thus far, and how leading indicators are pointing to a further deceleration in the second half of 202...

This week, Mike & Mark discuss the busy news week beginning with the Fed's decision to pause rate hikes, leading many to believe this could be the end of the hiking cycle despite Powell's comments that “nearly all committee participants expect it will be appropriate to raise towards the end of the year”. We then discuss the global liquidity picture as China hints at more stimulus, the Fed pauses &...