Inflection Point

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This week, Tim Grant CEO of Deus X Capital joins the show for a discussion on where to find the best opportunities in crypto. We discuss Blackrock's ETF, the differences between web2 vs web3 business models & crypto's reflexivity as an asset class. To hear all this & more, you'll have to tune in!

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(00:00) Introduction

(06:00) Investing In Crypto

(13:23) Web2 vs Web3

(20:41) DAS London Plug

(21:42) Reflexivity In Crypto

(29:23) The Bitcoin ETF

(39:52) Blockworks Research ad

(40:40) The Best Opportunities In Crypto

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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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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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On today’s episode, Quinn Thompson Head of Capital Markets & Growth at Maple Finance joins the show to discuss his Bitcoin outlook into 2024. We deep dive into the macro outlook for 2024, Bitcoins huge 2023 rally to $44,000 & the next crypto bull market. To hear all this & more, you'll have to tune in!

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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a...

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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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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This week Mike & Mark discuss the continued bull market as November saw a massive rally in stocks, bonds & crypto. To hear all this & more, you'll have to tune in!

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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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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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On today’s episode, James Lavish Managing Partner at The Bitcoin Opportunity Fund joins the show to discuss his debt spiral thesis.

With a "tsunami of debt" on the horizon, James walks through the end game for the unsustainable U.S fiscal path. We discuss the odds of recession in 2024, how to repair the debt problem & which assets will thrive in this environment. To hear all this & more, you'll have to tune in!

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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a...

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Referenced In The Show:

Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/

The Informationist: https://www.jameslavish.com/

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(00:00) Introduction

(00:46) A Recession Is Coming

(06:07) DAS London Plug

(07:25) There's A "Tsunami Of Debt" On The Horizon

(12:17) The Debt Problem

(26:03) Blockworks Research Ad

(26:50) The Debt Spiral

(33:36) The Debt Spiral End Game

(39:06) Bitcoin

(49:16) The Bitcoin Opportunity Fund

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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.

Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets.

Jens makes the case that interest rates all across the yield curve are likely headed lower as the Federal Reserve’s last hike is in the rearview mirror, and he argues that the U.S. dollar could depreciate against “risk-off” currencies such as the Swiss Franc, Japanese Yen, and even gold. Filmed on November 22, 2023.

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Timestamps:

(00:00) Introduction

(00:16) It's Been A Busy Year

(02:36) Interest Rate Sensitivity Of U.S. Economy

(13:13) Will There Be A Recession In 2024?

(15:51) Jens' Bull Case For Rates

(22:34) Fed Will Be "Much More Relaxed" If Services Inflation Continues To Moderate

(27:56) Potential For "Big Cuts"

(30:22) An Extraordinary Summer In FX

(33:48) Jens' Bear Case For Dollar Against Gold and Risk-Off Currencies Such As Swiss Franc

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Disclaimer: Nothing discussed on On The Margin or Forward Guidance 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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On today’s episode, Julian Brigden Co-Founder of MI2 Partners joins the show to reflect on the current state of markets as financial conditions loosen & markets price in a goldilocks environment, as they deem the Fed's inflation fight over.

We discuss the path ahead for the Fed, the ongoing tug of war between stocks & bonds, the ripple effect of inflation & the structural bear market in the bond market. To hear all this & more, you'll have to tune in!

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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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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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This week Mike & Mark discuss the inflation print which gave a further lift to equities over the week. Mark dives into the liquidity backdrop that is "driving markets" & what it means for the rest of 2023. To hear all this & more, you'll have to tune in!

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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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(00:00) Introduction

(01:52) DAS London

(07:58) Inflation

(18:56) The Debt Problem

(25:47) Blockworks Research

(26:34) Bitcoin

(48:12) When Will The Fed Cut Rates?

(54:05) Artificial Intelligence

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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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On today’s episode, Michael Howell CEO of CrossBorder Capital joins the show to share his outlook for the global liquidity cycle and what it means for markets throughout 2023 & into 2024.

We deep dive into the mechanics of inflation, the impact of rising interest rate's on global refinancing, the reduced impact of QE from the Fed's shadow QE & the role of crypto & Gold in portfolios. To hear all this & more, you'll have to tune in!

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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Referenced In The Show:

Stanley Druckenmiller & Paul Tudor Jones: https://www.youtube.com/watch?v=QWccFlgaBxA

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(00:00) Introduction

(01:53) Liquidity Is Rising

(05:01) The Path Ahead For Inflation In 2024

(09:34) DAS London Plug

(10:52) The Liquidity Spiral

(14:48) The Impact Of Rising Interest Rate's

(17:44) The Liquidity Cycle

(21:38) The Fed's Shadow QE

(25:13) The QRA Fueled A Huge Stock Market Rally

(30:40) Blockworks Research Ad

(31:28) The U.S Fiscal Outlook Will Cause The Fed's Balance Sheet To Rise

(40:29) Gold & Crypto

(42:40) Who Is The New Marginal Buyer Of U.S Debt?

(48:49) Crypto As An Inflation Hedge

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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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This week Mark & Mike discuss the continued positive price action in crypto as Bitcoin breaks $37,000. To hear all this & more, you'll have to tune in!

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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Timestamps:

(00:00) Introduction

(06:16) Bitcoin Breaks $37,000

(17:19) FTX

(27:07) DAS London Plug

(28:25) All Eye's Are Still On The Bond Market

(48:07) Blockworks Research Ad

(48:55) Circle Plans A 2024 IPO

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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.