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On the Margin: The Fed Put Is In & Global Easing Has Begun | Weekly Roundup
This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy!
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On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b
Roundup Chart Deck: https://blckwrks.co/4dUUAj5
--
Follow Zaheer: https://x.com/SplitCapital
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow On The Margin: https://twitter.com/OnTheMarginPod
On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
–
Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.
Start your journey today at polkadot.com/get-started
–
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(02:13) Jackson Hole Speech
(08:17) Employment Outweighing Inflation
(09:33) Zaheer's Macro View
(11:18) Housing Comeback
(13:49) Polkadot Ad
(14:26) Global Liquidity
(18:01) Credit Isn't The Problem
(23:02) New Cycle Of Investing
(26:22) Kamala's Economic Policies
(34:45) Permissionless Ad
(35:27) Crypto Regulation
(42:27) Election Impact On Crypto
(44:19) Crypto Market Outlook
(50:42) The Bull Market Hasn't Even Started
(54:55) Altcoins
(59:21) Attributes Of Value
(01:01:37) Don't Fight The Fed
(01:03:11) Polkadot Ad
--
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.
View all episodes
By Blockworks
4.4
104104 ratings
This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy!
--
On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b
Roundup Chart Deck: https://blckwrks.co/4dUUAj5
--
Follow Zaheer: https://x.com/SplitCapital
Follow Felix: https://twitter.com/fejau_inc
Follow Tyler: https://twitter.com/Tyler_Neville_
Follow On The Margin: https://twitter.com/OnTheMarginPod
On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin
–
Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.
Start your journey today at polkadot.com/get-started
–
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(02:13) Jackson Hole Speech
(08:17) Employment Outweighing Inflation
(09:33) Zaheer's Macro View
(11:18) Housing Comeback
(13:49) Polkadot Ad
(14:26) Global Liquidity
(18:01) Credit Isn't The Problem
(23:02) New Cycle Of Investing
(26:22) Kamala's Economic Policies
(34:45) Permissionless Ad
(35:27) Crypto Regulation
(42:27) Election Impact On Crypto
(44:19) Crypto Market Outlook
(50:42) The Bull Market Hasn't Even Started
(54:55) Altcoins
(59:21) Attributes Of Value
(01:01:37) Don't Fight The Fed
(01:03:11) Polkadot Ad
--
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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