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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!
--
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/ --
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark Yusko: https://twitter.com/MarkYusko
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
- -
Referenced in the show:
Janet Yellen "friend-shoring"
https://tinyurl.com/2aprdz3p
--
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
--
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.
By Blockworks4.4
106106 ratings
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!
--
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/ --
--
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Mark Yusko: https://twitter.com/MarkYusko
Follow Mike: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
- -
Referenced in the show:
Janet Yellen "friend-shoring"
https://tinyurl.com/2aprdz3p
--
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
--
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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