Inflection Point

On today's episode of On The Margin we invite Joseph Wang CIO at Monetary Macro for a discussion on Powell's press conference post FOMC. With Tuesday's CPI report coming in-line with expectations, the Fed Funds rate now rests above the year over year inflation number. The number one question market participants are now asking themselves is will the Fed continue to hike, or is the hiking cycle abou...

This week, Mike & Mark discuss the SEC lawsuits against Coinbase & Binance, what this means for exchanges & the U.S crypto industry going forward. We break down the nuances between the two different lawsuits and the separate allegations brought to the two titans in the crypto industry. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Foll...

On today's episode of On The Margin, Eric Basmajian Founder of EPB Research joins the show for a discussion on the business cycle slowdown that suggests a "recession is imminent". With Eric's research following leading, cyclical and lagging indicators, he manages to keep a pulse on the current economic environment and its ultimate impact on markets. To hear all this & more, you'll have to tune in!...

This week, Mike & Mark discuss the emerging effects of the Fed's tightening, before diving into the current state of markets. With big tech carrying the index higher, Mark breaks down the current market breadth & how it signals an unhealthy market condition. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com...

On todays episode of On The Margin Jeff booth Entrepreneur, Author of The Price of Tomorrow & General Partner at Ego Death Capital joins the show for a discussion on the exponential growth of A.I. With his background in technology, Jeff walks through the threat of A.I within our current economic system and how Bitcoin could be a solution to "the inflation paradox". To hear all this & more, you'll...

This week, Mike & Mark discuss the global liquidity picture and if the Fed hiking cycle is over as optimism emerges within markets. We also go on to discuss the major rally & other A.I related equities as Nvidia beat on their recent earnings release. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYus...

On today's episode of On The Margin, Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the end game for the Fed. After highlighting many of the structural shifts underpinning the current monetary system over the past few years, Luke lays out his thesis on the intersection between peak cheap energy and the U.S dollar system. Luke goes on to walk throu...

This week, Mike & Mark discuss the outlook for markets at a moment of uncertainty for both bulls & bears. With the U.S debt ceiling looming, consensus still expecting a recession & the market beginning to price a pause in the Fed's tightening cycle, Mark shares his outlook throughout the rest of the year. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.c...

On today's episode of On The Margin, Mike McGlone Senior Macro Strategist at Bloomberg Intelligence joins the show for a discussion on the looming debt ceiling, why deflation (not inflation) is ahead and his outlook for both commodities & hard asset's, such as Gold & Bitcoin. Expecting a recession in 2023, Mike walks through the global slowdown taking place, and shares insights into how the commod...

This week Mike & Mark discuss wether the effect of rising interest rates have really been felt yet, this weeks CPI print and why we should prepare for deflation throughout 2023, not inflation. As inflation continues on it's downward trajectory, how will this impact the Fed's reaction function, the economy & markets? To hear all this and more, you'll have to tune in! __ Follow On The Margin: https:...

SPECIAL EPISODE: This is an episode of Blockworks' new podcast called 1000x! 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that is for traders by traders (or anyone interested in trading/markets). In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are price...

On today's episode of On The Margin, Bob Elliott Co-Founder & CIO at Unlimited Funds & Cameron Dawson CIO at NewEdge Wealth join the show for a discussion on where are we in the current macro cycle. On the back of a better than expected earnings week, continued banking turmoil and a perceived hawkish FOMC meeting, Bob and Cameron share their thoughts on the path ahead for 2023 as the tightening cy...

This week Mike & Mark discuss the collapse of First Republic Bank and the subsequent acquisition by JP Morgan. Even with an FOMC meeting where the Fed raised an expected 25bp, regional bank headwinds remained the focus as certain bank equities fell sharply and First Republic Bank was acquired in a very favourable deal between the FDIC & JP Morgan. To hear all this and more, you'll have to tune in!...

On today's episode of On The Margin, Jan Van Eck CEO of VanEck joins the show for a discussion on the "new paradigm" markets find themselves in and how this could be a catalyst for a bull market in hard assets. As investors tackle inflation, rising rates and structural demographic shifts in 2023, Jan explores how investors can approach diversifying their portfolios. With Bitcoin rallying 70%+ and...

This week, Mike & Mark discuss the continued banking panic after First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. We then discuss the recent price action in the crypto market with Bitcoin hovering around $30,000 as some OG crypto whales begin moving coins in addresses that haven't seen activity in years. To hear all this and more, you'll have to tune in! --...

On today's episode of On The Margin, David Rosenberg Founder and President of Rosenberg Research & Associates joins the show for a discussion on the mounting recessionary headwinds that signal towards a recession in the second half of 2023. Arguing that "a recession is a 2023 story", David walks through the leading indicators that suggest a slowdown could be on the very near horizon. To hear all t...

This week, Jack Farley host of the Forward Guidance podcast joins the show to discuss bank earnings a month on from the "March banking panic". We also discuss the Fed's weekly H.4.1 report which saw a slight uptick in the BTFP usage, and a slight reduction in the discount window borrowing. We then tie how all these factors will effect the economy and markets, but to hear that, you'll have to tune...

On today's episode of On The Margin, Julian Brigden Co-founder of Macro Intelligence 2 Partners joins the show to discuss the process of tightening credit in the banking system and what it will mean for the economy and markets. To hear all this and more, you'll have to tune in! -- Follow Julian: https://twitter.com/JulianMI2 Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: http...

This week, Mike & Mark discuss the "global wave of liquidity" that has hit markets in recent months. Mark states that China, Japan & the U.S have all contributed to the positive liquidity backdrop which has seen stocks and crypto aggressively rally. We also discuss the recent U.S inflation numbers, what this means for markets & the economy in the coming months. To hear all this and more, you'll ha...

On today's episode of On The Margin Jim Bianco of Bianco Research joins the show to discuss the fallout of SVB's collapse, and the turmoil that ensued in the banking system. Arguing that rates are currently too high for banks, how will the Fed be forced to react whilst managing both financial stability and inflation. To find out, you'll have to tune in! -- Follow Jim: https://twitter.com/biancores...

To view the charts discussed in today's episode, head over to our YouTube here: https://youtu.be/d04D0_WjqEg -- On today's episode of On The Margin, Jurrien Timmer Director of Global Macro at Fidelity joins the show for a discussion on the current "liquidity limbo" markets find themselves in. Bulls expect recessionary pressures to abide, rate hikes to turn into cuts and financial conditions to loo...

On today's episode of On The Margin, we welcome Darius Dale Founder & CEO of 42 Macro back to the show to discuss the recent liquidity measures in response to the banking turmoil over the past few weeks. With Markets rallying and investors piling back into the best performing asset's of the past two years, Darius urges caution. While the banking scare of recent weeks doesn't resemble 2008, "don't...

On today's episode of On The Margin, we sit down with James Davolos Portfolio manager at Horizon Kinetics and Sholom Jacobs CEO and founder of Jacobs Real Estate Advisors for a discussion on commercial real estate and it's impact on the continued turmoil in the banking sector. With 70% of commercial real estate loans being supplied by small sized regional banks, how will low occupancy levels, high...

After another week of continued turmoil across the banking sector, Mike and Mark discuss the "crisis of confidence" that is spreading across the banking system. With Deutsche Bank coming into the spotlight towards the end of the week, are the headlines overblown, or could further issues lie ahead for European banks? To hear all this and more, you'll have to tune in! -- Follow On The Margin: https:...

On today's episode of On The Margin, we sit down with Michael Howell Managing Director at Cross Border Capita to discuss the most recent FOMC meeting. With a backdrop of banking turmoil, historic bond market volatility and above target inflation, how will Powell react to the recent market action? To find out, you'll have to tune in! — Follow Michael: https://twitter.com/crossbordercap Follow On T...