In this episode of On The Margin Mike Ippolito is joined by returning guest Mike McGlone, the Senior Commodity Strategist at Bloomberg Intelligence. With 20+ years in the industry as a Trader, Analyst & Strategist, Mike offers a unique perspective on the forces driving global markets, with particular expertise on global commodity markets.

As war between Russia & Ukraine continues, we invited Mike back to On The Margin to share his insights into how continued conflict effects wheat, oil, natural gas & agriculture markets throughout 2022. Mike also shares how the S&P 500 is facing a market correction similar to 2008, the political reaction to inflation, how the Fed will be forced to hike rates to curb inflation & how crypto will perform in this environment.

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Follow Mike McGlone: @mikemcglone11

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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Timestamps:

(00:00)・Introduction

(00:46)・Fed Rate Hikes

(04:20)・Bitcoin Market Outlook

(10:43)・Oil Outlook

(16:52)・Political Pressure Of Rising Gas Prices

(23:07)・Market Similarities To 2008

(27:24)・Fireblocks Ad

(33:07)・Sanctions On Russia

(37:55)・U.S vs China: Great Power Competition

(46:48)・Assets To Own In This Environment