Supply Shock

Jerome's Dilemma: Inflation vs Recession | On The Margin


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In this week's episode, we started off with a recap of Bitcoin Miami from Mark. Next we launched into March's record breaking CPI print, and where Mark sees inflation heading from here.

Next we moved into PPI (Producer Price Index) and PMI (Purchasing Manager's Index), what those economic indicators mean, and what they can tell us about the next 18 months of growth. We took a look at food inflation, various asset prices, and how investors should be thinking about the volatile environment we find ourselves in.

Finally we closed on Elon's attempted purchase of Twitter, but for that take you'll have to check out the show.

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Follow Mark Yusko: @MarkYusko

Follow Mike: @MikeIppolito_

Follow Blockworks: @Blockworks_

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Listen to this episode on Apple or Spotify.

Apple: https://tinyurl.com/mry8y4k3

Spotify: https://tinyurl.com/3vnnkrkw

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Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite.

Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains.

More info at https://onthemargin.link/blockdaemon

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If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

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Timestamps:

(00:00)・Introduction

(01:36)・Takeaways From Bitcoin Miami 2022

(05:08)・8.5% Inflation Print

(06:56)・U.S. PPI Hits Record High

(13:48)・Chinese PMI Rolling Over

(16:52)・Expecting shorter cycles

(23:38)・Negative Asset Class Returns In 2022

(28:55)・Blockdaemon Ad

(30:04)・Financial Repression

(32:07)・Elon Musk Offer's To Buy Twitter

...more
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Supply ShockBy Blockworks

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