Supply Shock

Has The Fed Already Caused a Recession? | On The Margin


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In this week's episode, we discuss the Fed's attempt to crush all consumer demand. Mark believes we've just entered crypto spring, but that enthusiasm takes a turn as we discuss the Fed.

With two consecutive quarters of negative GDP growth, we can officially (or now unofficially) say we are in a recession. I got Mark's take on the Fed's actions, expected fallout and future CPI prints.

Next, we discuss the US' "friend-shoring" efforts, failed sanctions and other policy mishaps. Finally, we added a new "positivity segment" that includes our thoughts on aliens and human evolution - you'll have to tune in to find out more!

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Attend DAS, crypto and macro’s favorite institutional conference: http://digitalassetsummit.co/ - Use code MARGIN250 to get $250 off tickets (Only available this week!)

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ --

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Follow On The Margin: https://twitter.com/OnTheMarginPod

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- -

Referenced in the show:


Janet Yellen "friend-shoring"

https://tinyurl.com/2aprdz3p


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Timestamps


(00:00) Introduction

(00:32) Mark confirms crypto spring is here

(05:26) Blockworks' DAS 2022 conference

(09:53) The Fed is crushing growth

(18:52) Friend-shoring: ineffective sanctions and a multi-polar world

(22:53) Is housing the next shoe to drop?

(26:10) Changing the definition of a recession

(28:42) Listen to the bond market

(32:40) Fighting inflation & oil price manipulation

(42:06) Money is a claim on time

(49:27) Alexander Hamilton, maybe we need Maxis

(51:26) Sinister Saturday special

(54:37) Aliens, Webb telescope and human evolution

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Supply ShockBy Blockworks

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