Inflection Point

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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 continue rallying despite negative sentiment coming into the year. We discuss whats in store for the second half of the year & whether the Fed will get their soft landing?

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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.

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 opportunities this technology can provide in 2023 & beyond. To hear how Jordi approaches investing in disruptive technology, you'll have to tune in!

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Referenced In The Show:

Disruptive technologies: Advances that will transform life, business, and the global economy: https://www.mckinsey.com/~/media/McKinsey/Business%20Functions/McKinsey%20Digital/Our%20Insights/Disruptive%20technologies/MGI_Disruptive_technologies_Executive_summary_May2013.pdf

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Timestamps:

(00:00) Introduction

(00:52) Inflation, Technology & The Macro Cycle

(02:21) We're Entering A Productivity Boom

(05:18) Artificial Intelligence

(09:08) Permissionless II Ad

(09:56) Investing In Disruptive Technology

(19:12) The Effect Of A.I's "Disruptive Innovation"

(24:15) Crypto

(31:00) Is Crypto A New Nation State?

(35:52) Research Ad

(36:41) Where Are We In The Market Cycle?

(45:20) Recession Fears Are Overblown

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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, 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 territory and many speculating that the Fed has finished hiking, we walk through the liquidity backdrop and if we are entering a new bull market, or not? To hear all this & more, you'll have to tune in!

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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.

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 2023. To hear all this & more, you'll have to tune in!

To view George's slide deck mentioned in the episode, head over to the Blockworks Macro YouTube channel: https://www.youtube.com/@BlockworksHQ

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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.

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 & markets continue ripping higher. Finally, we take a look at Blackrock's Bitcoin ETF filing and wether this will be a net benefit or negative for the crypto space. 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.

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 about to reverse? Luckily, we have the perfect guest to help answer that question, but to hear that, you'll have to tune in!

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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.

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!

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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.

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!

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Timestamps:

(00:00) Introduction

(00:37) A Recession Is Imminent

(05:37) Housing Is The Business Cycle

(13:46) Permissionless II Ad

(14:34) Markets Are Stuck In Limbo

(24:26) What Will Cause Something To Break?

(31:56) Is The Unemployment Rate A Good Barometer Of A Recession?

(44:03) Research Ad

(44:53) The Fed's Outlook: What Should They Do vs What Will They Do

(51:24) Final Thoughts

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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.

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!

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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.

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 have to tune in!

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Timestamps:

(00:00) Introduction

(01:17) The $400 Trillion Debt Problem

(07:52) The S&P 495 vs A.I

(10:43) Permissionless II Ad

(11:31) The Exponential Growth Of A.I

(20:47) The Push & Pull Between Calm & Crisis

(24:35) The Overton Window Of Money Printing

(30:21) Research Ad

(31:11) The Future is Already Here, it's Just Not Very Evenly Distributed

(39:10) The Bitcoin Thesis

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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.