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/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F701a8bb0-75e0-11eb-b1ed-cb043298ccf9%2Fimage%2F949b2d45918655f72a47e223b6a9a4ba.jpg%3Fixlib%3Drails-4.3.1&w=1536&q=75 1536w, /_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F701a8bb0-75e0-11eb-b1ed-cb043298ccf9%2Fimage%2F949b2d45918655f72a47e223b6a9a4ba.jpg%3Fixlib%3Drails-4.3.1&w=1920&q=75 1920w" src="/_next/image?url=https%3A%2F%2Fmegaphone.imgix.net%2Fpodcasts%2F701a8bb0-75e0-11eb-b1ed-cb043298ccf9%2Fimage%2F949b2d45918655f72a47e223b6a9a4ba.jpg%3Fixlib%3Drails-4.3.1&w=1920&q=75"/></div></a><div class="mt-10 text-center lg:mt-12 lg:text-left"><h1 class="text-xl font-bold text-slate-900"><a href="/">On The Margin</a></h1><p class="mt-3 text-lg font-medium leading-8 text-slate-700">Host Felix Jauvin sits down with the most gifted minds in macro & crypto to discuss markets, asset management and the continued adoption of digital assets.</p></div></div><section class="mt-10 lg:mt-12 w-full"><aside 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lg:pt-5 lg:border-t"><article aria-labelledby="episode-2ea885a2-a7a9-11ef-897b-fbdc61d84b8a-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-2ea885a2-a7a9-11ef-897b-fbdc61d84b8a-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/2ea885a2-a7a9-11ef-897b-fbdc61d84b8a"><span>Everything You Need To Know About The New Bitcoin ETF Options | Jeff Park</span></a></h2><time dateTime="2024-11-21T14:00:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma..</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode Everything You Need To Know About The New Bitcoin ETF Options | Jeff Park"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-2ad72c98-a04d-11ef-8f26-07b5271e8da4-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-2ad72c98-a04d-11ef-8f26-07b5271e8da4-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/2ad72c98-a04d-11ef-8f26-07b5271e8da4"><span>Why Bitcoin Miners Are Pivoting To AI Data Centers | Josh Solesbury</span></a></h2><time dateTime="2024-11-11T17:07:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and the future of the industry. We also delve into industry bottlenecks, the..</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode Why Bitcoin Miners Are Pivoting To AI Data Centers | Josh Solesbury"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-881a17b6-9ae0-11ef-8f49-5b1d06a4b8b0-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-881a17b6-9ae0-11ef-8f49-5b1d06a4b8b0-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/881a17b6-9ae0-11ef-8f49-5b1d06a4b8b0"><span>What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair</span></a></h2><time dateTime="2024-11-04T19:47:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>In this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. We also discuss how to value..</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-86ef44be-8bff-11ef-80ed-5b61742bcb7c-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-86ef44be-8bff-11ef-80ed-5b61742bcb7c-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/86ef44be-8bff-11ef-80ed-5b61742bcb7c"><span>The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan</span></a></h2><time dateTime="2024-10-17T13:00:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of..</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-55aefbf6-89ca-11ef-9411-97dd637e42ee-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-55aefbf6-89ca-11ef-9411-97dd637e42ee-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/55aefbf6-89ca-11ef-9411-97dd637e42ee"><span>The Economy is in Goldilocks | Ram Ahluwalia</span></a></h2><time dateTime="2024-10-15T13:00:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>In this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in goldilocks, and his thought process for asset allocation. We also delve into..</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode The Economy is in Goldilocks | Ram Ahluwalia"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-a4b343ea-8760-11ef-8b6f-07a06a7dd785-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-a4b343ea-8760-11ef-8b6f-07a06a7dd785-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/a4b343ea-8760-11ef-8b6f-07a06a7dd785"><span>The Great BTC ETF Debate: Bearish or Bullish?</span></a></h2><time dateTime="2024-10-11T14:51:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>In this episode, Jim Bianco and James Seyffart join Felix at Permissionless to discuss who has been buying the BTC ETFs, whether ETFs are consistent with crypto ideals, and why the BTC..</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode The Great BTC ETF Debate: Bearish or Bullish?"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-e765c5ba-7bca-11ef-bdca-67292c47ad30-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-e765c5ba-7bca-11ef-bdca-67292c47ad30-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/e765c5ba-7bca-11ef-bdca-67292c47ad30"><span>The Last Bitcoin Cycle That Matters | Charles Edwards</span></a></h2><time dateTime="2024-09-26T14:20:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling...</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode The Last Bitcoin Cycle That Matters | Charles Edwards"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-b842bfd0-76c6-11ef-ba08-5f1019943412-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-b842bfd0-76c6-11ef-ba08-5f1019943412-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/b842bfd0-76c6-11ef-ba08-5f1019943412"><span>The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish</span></a></h2><time dateTime="2024-09-19T21:30:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We also delve into..</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-206dc99a-7250-11ef-8b36-5f8587929e4e-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-206dc99a-7250-11ef-8b36-5f8587929e4e-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/206dc99a-7250-11ef-8b36-5f8587929e4e"><span>Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup</span></a></h2><time dateTime="2024-09-14T13:00:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We..</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-97375e9e-7091-11ef-8ad9-2b7fdc7a5e32-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-97375e9e-7091-11ef-8ad9-2b7fdc7a5e32-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/97375e9e-7091-11ef-8ad9-2b7fdc7a5e32"><span>Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell</span></a></h2><time dateTime="2024-09-12T14:00:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the..</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-c9c8c0ea-6c9b-11ef-ad33-3f80ecea29c5-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-c9c8c0ea-6c9b-11ef-ad33-3f80ecea29c5-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/c9c8c0ea-6c9b-11ef-ad33-3f80ecea29c5"><span>Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup</span></a></h2><time dateTime="2024-09-07T13:00:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>This week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities...</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><article aria-labelledby="episode-a30276b6-6a63-11ef-b872-63afd16d79bf-title" class="py-10 sm:py-12"><div class="lg:px-8"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><div class="flex flex-col items-start"><h2 id="episode-a30276b6-6a63-11ef-b872-63afd16d79bf-title" class="mt-2 text-lg font-bold text-slate-900"><a class="hover:text-primary" href="/podcast/onthemargin/a30276b6-6a63-11ef-b872-63afd16d79bf"><span>Why The Fed Shouldn’t Cut Rates | Eric Wallerstein</span></a></h2><time dateTime="2024-09-04T14:56:00.000Z" class="order-first font-mono text-sm leading-7 text-slate-500"></time><div class="mt-1 text-base leading-7 text-slate-500 h-30 overflow-hidden"><div>In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break..</div></div><div class="mt-4 flex items-center gap-4"><a class="flex items-center text-sm font-bold leading-6 text-primary hover:text-gray-700 active:text-gray-900 cursor-pointer" aria-label="Play episode Why The Fed Shouldn’t Cut Rates | Eric Wallerstein"><svg aria-hidden="true" viewBox="0 0 10 10" fill="none" class="h-2.5 w-2.5 fill-current"><path d="M8.25 4.567a.5.5 0 0 1 0 .866l-7.5 4.33A.5.5 0 0 1 0 9.33V.67A.5.5 0 0 1 .75.237l7.5 4.33Z"></path></svg><span class="ml-3" aria-hidden="true">Listen</span></a></div></div></div></div></div></article><div class="lg:px-8 py-12 px-2 xl:px-0"><div class="w-full lg:max-w-4xl"><div class="mx-auto px-4 sm:px-6 md:max-w-2xl md:px-4 lg:px-0"><button class="relative flex justify-center items-center hover:text-white gap-2 px-5 py-4 text-primary hover:bg-primary hover:border-primary border bg-white"><p class="text-sm text-center uppercase">load more</p></button></div></div></div></div></div></div></div></div></main><div class="fixed 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type="application/json">{"props":{"pageProps":{"_sentryTraceData":"18f2378e11ea4cc48d8f223815ec11a7-a1b0f9a68d50a13b-1","_sentryBaggage":"sentry-environment=vercel-production,sentry-release=b82b1ed955448b1eb5a9a55c08f3a5d658a3d531,sentry-public_key=1611e80d3db34d73a44c914b7be6d330,sentry-trace_id=18f2378e11ea4cc48d8f223815ec11a7,sentry-sample_rate=1,sentry-transaction=%2Fpodcast%2F%5Bslug%5D,sentry-sampled=true","podcast":{"id":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","createdAt":"2021-02-23T14:07:17.871Z","updatedAt":"2024-11-23T21:47:04.669Z","title":"On The Margin","link":"","copyright":"384141 Blockworks 2021","author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/image/949b2d45918655f72a47e223b6a9a4ba.jpg?ixlib=rails-4.3.1","explicit":true,"ownerName":"Blockworks","subtitle":"Host Felix Jauvin sits down with the most gifted minds in macro \u0026 crypto to discuss markets, asset management and the continued adoption of digital 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Start your journey today at polkadot.com/get-started\u003c/p\u003e\u003cp\u003eLedger, the global leader in digital asset security, proudly sponsors On The Margin.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAs Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eKey Features:\u003c/p\u003e\u003cp\u003eBuilt using Cosmos SDK, IBC compatible, with CosmWasm supported\u003c/p\u003e\u003cp\u003eSecured via a sovereign PoS validator set\u003c/p\u003e\u003cp\u003eScalable up to 10k TPS\u003c/p\u003e\u003cp\u003eBuilt-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs\u003c/p\u003e\u003cp\u003eImproved User Experience to onboard non-native users and institutions to Web3\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eJoin us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!\u003c/p\u003e\u003cp\u003ehttps://blockworks.co/event/digital-asset-summit-2025-new-york\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:50) Bitcoin ETF Options Expectations\u003c/p\u003e\u003cp\u003e(06:14) Bitcoin's Volatility Skew\u003c/p\u003e\u003cp\u003e(10:52) Bitcoin's Unique Supply Dynamics\u003c/p\u003e\u003cp\u003e(14:22) Corporates Rewarded For Having Bitcoin\u003c/p\u003e\u003cp\u003e(16:02) Biggest Options Trading Takeaways\u003c/p\u003e\u003cp\u003e(27:30) Ads\u003c/p\u003e\u003cp\u003e(29:20) Interview Continues\u003c/p\u003e\u003cp\u003e(31:26) Implications On Dealers \u0026amp; Gamma\u003c/p\u003e\u003cp\u003e(37:18) Impact Of Synthetic Bitcoin Through Derivatives\u003c/p\u003e\u003cp\u003e(41:56) How Options Will Impact Market Structure\u003c/p\u003e\u003cp\u003e(45:16) Following The New Options Landscape\u003c/p\u003e\u003cp\u003e(48:52) The New Risk Model\u003c/p\u003e\u003cp\u003e(52:35) Retail Opportunities\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. 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We also delve into industry bottlenecks, the risks of transitioning to AI, and much more. Enjoy!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow Josh Solesbury: https://x.com/joshsolesbury\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/Blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003ePolkadot 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\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eLedger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eKey Features:\u003c/p\u003e\u003cp\u003eBuilt using Cosmos SDK, IBC compatible, with CosmWasm supported\u003c/p\u003e\u003cp\u003eSecured via a sovereign PoS validator set\u003c/p\u003e\u003cp\u003eScalable up to 10k TPS\u003c/p\u003e\u003cp\u003eBuilt-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs\u003c/p\u003e\u003cp\u003eImproved User Experience to onboard non-native users and institutions to Web3\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:32) Josh's Background\u003c/p\u003e\u003cp\u003e(03:52) Overview Of The Bitcoin Mining Landscape\u003c/p\u003e\u003cp\u003e(10:44) Bitcoin Mining Cyclicality\u003c/p\u003e\u003cp\u003e(12:55) Industry Consolidation\u003c/p\u003e\u003cp\u003e(16:18) Differentiating Miners\u003c/p\u003e\u003cp\u003e(22:39) Miner Transition To AI/HPC\u003c/p\u003e\u003cp\u003e(36:44) Ads\u003c/p\u003e\u003cp\u003e(38:53) Miner Transition To AI/HPC (Continued)\u003c/p\u003e\u003cp\u003e(42:09) Chips \u0026amp; Bottlenecks\u003c/p\u003e\u003cp\u003e(49:18) Why Don't Miners Abandon Bitcoin For AI?\u003c/p\u003e\u003cp\u003e(59:18) CoreWeave \u0026amp; Core Scientific\u003c/p\u003e\u003cp\u003e(01:04:30) Risks To Transition To AI/HPC\u003c/p\u003e\u003cp\u003e(01:07:55) The Future Of The Mining Industry\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2ad72c98-a04d-11ef-8f26-07b5271e8da4/stripped_81ae97eb98864bc96cb8696172a8fb45.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3148474942.mp3","size":54535837,"duration":"4544.65","uid":"BWG3148474942","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2ad72c98-a04d-11ef-8f26-07b5271e8da4/id3/10955f0219b1c51a81ca4c57574d03a4.mp3","id3FileProcessing":false,"id3FileSize":134037,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20241111_OTM_Josh-Quinn_FIN_FIX.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-11-11T17:07:35.879Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5SIDDtcl0VWa2xJ0nmLe55"},{"id":"881a17b6-9ae0-11ef-8f49-5b1d06a4b8b0","createdAt":"2024-11-04T19:11:01.789Z","updatedAt":"2024-11-14T22:26:57.177Z","title":"What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair","pubdate":"2024-11-04T19:47:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/881a17b6-9ae0-11ef-8f49-5b1d06a4b8b0/image/cf8151d6e44781c1cfd9e8bbccd6ab67.png?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. 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Start your journey today at polkadot.com/get-started\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eLedger, the global leader in digital asset security, proudly sponsors On The Margin. As Bitcoin adoption grows, Ledger celebrates 10 years of securing over 20% of the world’s crypto. Buy a LEDGER™ device now for true self-custody and peace of mind in securing your Bitcoin. Devices are also available in Bitcoin orange. For every device ordered in BTC Orange, we’ll donate $5 to brink.dev. Buy now at Ledger.com.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eKey Features:\u003c/p\u003e\u003cp\u003eBuilt using Cosmos SDK, IBC compatible, with CosmWasm supported\u003c/p\u003e\u003cp\u003eSecured via a sovereign PoS validator set\u003c/p\u003e\u003cp\u003eScalable up to 10k TPS\u003c/p\u003e\u003cp\u003eBuilt-in Modules, SDKs and APIs to create, trade and manage regulatory compliant RWAs\u003c/p\u003e\u003cp\u003eImproved User Experience to onboard non-native users and institutions to Web3\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(03:19) MicroStrategy’s Bitcoin Strategy\u003c/p\u003e\u003cp\u003e(09:41) Who Is Buying MicroStrategy?\u003c/p\u003e\u003cp\u003e(14:24) How To Value MicroStrategy\u003c/p\u003e\u003cp\u003e(16:02) FASB Regulation Change\u003c/p\u003e\u003cp\u003e(19:05) MicroStrategy’s Dilution \u0026amp; NAV Premium\u003c/p\u003e\u003cp\u003e(21:49) MicroStrategy’s Convertible Notes\u003c/p\u003e\u003cp\u003e(24:14) MicroStrategy’s $42 Billion Capital Plan\u003c/p\u003e\u003cp\u003e(27:14) Why Is This Strategy Accretive to Shareholders?\u003c/p\u003e\u003cp\u003e(30:48) Advertisements\u003c/p\u003e\u003cp\u003e(32:45) Impact Of The Capital Plan\u003c/p\u003e\u003cp\u003e(36:11) MicroStrategy Risks\u003c/p\u003e\u003cp\u003e(44:07) Replicating MicroStrategy’s Strategy\u003c/p\u003e\u003cp\u003e(49:09) Crypto Market Outlook\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/881a17b6-9ae0-11ef-8f49-5b1d06a4b8b0/stripped_5c1e56d882708e09638710b339cc9025.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4815340402.mp3","size":38422570,"duration":"3201.88","uid":"BWG4815340402","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/881a17b6-9ae0-11ef-8f49-5b1d06a4b8b0/id3/ad1f92bc8a97136a9d68a36f07a094e1.mp3","id3FileProcessing":false,"id3FileSize":134157,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20241104_OTM_LeClair_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-11-04T19:49:02.330Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/77Szut84schWXSA7DhrVMW"},{"id":"86ef44be-8bff-11ef-80ed-5b61742bcb7c","createdAt":"2024-10-16T20:45:06.810Z","updatedAt":"2024-11-14T22:27:49.290Z","title":"The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan","pubdate":"2024-10-17T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/86ef44be-8bff-11ef-80ed-5b61742bcb7c/image/cf8151d6e44781c1cfd9e8bbccd6ab67.png?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of incorporating BTC in a portfolio, future crypto ETF strategies, and much more. Enjoy!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow Matt Hougan: https://x.com/Matt_Hougan\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/Blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003ePolkadot 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.\u003c/p\u003e\u003cp\u003eStart your journey today at polkadot.com/get-started\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:51) BTC vs ETH ETFs\u003c/p\u003e\u003cp\u003e(03:18) Success of BTC ETFs\u003c/p\u003e\u003cp\u003e(04:28) Marginal Buyers of Crypto ETFs\u003c/p\u003e\u003cp\u003e(06:49) Lackluster ETH ETF Flows\u003c/p\u003e\u003cp\u003e(08:45) Surprise ETH ETF Approval\u003c/p\u003e\u003cp\u003e(09:56) Value Proposition of Ethereum\u003c/p\u003e\u003cp\u003e(12:41) Sacrificing ETH Utility in ETF Wrapper\u003c/p\u003e\u003cp\u003e(13:55) Crypto ETF Options\u003c/p\u003e\u003cp\u003e(18:38) The Future of Crypto ETFs\u003c/p\u003e\u003cp\u003e(21:51) Bitwise Filing Process\u003c/p\u003e\u003cp\u003e(23:27) Biggest ETF Misconceptions\u003c/p\u003e\u003cp\u003e(26:17) Advertisements\u003c/p\u003e\u003cp\u003e(27:32) Compliance Process\u003c/p\u003e\u003cp\u003e(29:43) Election \u0026amp; Regulation\u003c/p\u003e\u003cp\u003e(33:18) Regulatory Clarity\u003c/p\u003e\u003cp\u003e(36:03) Incorporating Bitcoin Into A Portfolio\u003c/p\u003e\u003cp\u003e(40:00) Gold vs BTC\u003c/p\u003e\u003cp\u003e(42:10) Crypto Market Forecasts\u003c/p\u003e\u003cp\u003e(44:29) Learn More About Matt \u0026amp; Bitwise\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/86ef44be-8bff-11ef-80ed-5b61742bcb7c/stripped_9dd74f476e6ea30264c77b03dc3bac07.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7799069640.mp3","size":33044062,"duration":"2753.67","uid":"BWG7799069640","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/86ef44be-8bff-11ef-80ed-5b61742bcb7c/id3/f1d5973126d4c012dc283ebb2dd23487.mp3","id3FileProcessing":false,"id3FileSize":132895,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20241017_OTM_Hougan_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-10-16T20:45:07.767Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5r0UUMWKkWukzl9GN0zNPU"},{"id":"55aefbf6-89ca-11ef-9411-97dd637e42ee","createdAt":"2024-10-14T01:19:18.525Z","updatedAt":"2024-11-14T22:28:08.992Z","title":"The Economy is in Goldilocks | Ram Ahluwalia","pubdate":"2024-10-15T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/55aefbf6-89ca-11ef-9411-97dd637e42ee/image/cf8151d6e44781c1cfd9e8bbccd6ab67.png?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in goldilocks, and his thought process for asset allocation. We also delve into NVIDIA and AI, factor investing, and the role of risk-adjusted returns. Enjoy!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollo Ram: https://x.com/ramahluwalia\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/Blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003ePolkadot 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.\u003c/p\u003e\u003cp\u003eStart your journey today at polkadot.com/get-started\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:56) Ram \u0026amp; Lumida Wealth\u003c/p\u003e\u003cp\u003e(02:32) Macro Overview\u003c/p\u003e\u003cp\u003e(05:54) 50 Bps Cut Was a Mistake\u003c/p\u003e\u003cp\u003e(07:19) Economic Goldilocks\u003c/p\u003e\u003cp\u003e(11:27) Fed Mandate\u003c/p\u003e\u003cp\u003e(12:33) Cutting Cycle Path\u003c/p\u003e\u003cp\u003e(14:32) The Neutral Rate \u0026amp; Animal Spirits\u003c/p\u003e\u003cp\u003e(17:05) Election Impact on Markets\u003c/p\u003e\u003cp\u003e(18:55) Advertisements\u003c/p\u003e\u003cp\u003e(20:11) Asset Allocation Strategies\u003c/p\u003e\u003cp\u003e(25:27) NVIDIA \u0026amp; AI\u003c/p\u003e\u003cp\u003e(28:55) Factor Investing\u003c/p\u003e\u003cp\u003e(33:09) Mathematical Model Shortfalls\u003c/p\u003e\u003cp\u003e(35:53) Risk-Adjusted Returns\u003c/p\u003e\u003cp\u003e(39:24) Digital Asset Framework\u003c/p\u003e\u003cp\u003e(45:40) Market Outlook\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. 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We also delve into the difference between buying to hold and arbitrage, BTC ETF options, and much more. Enjoy!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow Jim Bianco: https://x.com/biancoresearch\u003c/p\u003e\u003cp\u003eFollow James Seyffart: https://x.com/JSeyff\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/Blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003ePolkadot 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. 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With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.\u003c/p\u003e\u003cp\u003eStart your journey today at polkadot.com/get-started\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. 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Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:11) Unpacking The Fed Decision \u0026amp; Dual Mandate\u003c/p\u003e\u003cp\u003e(12:53) Quantitative Easing \u0026amp; Tightening\u003c/p\u003e\u003cp\u003e(18:24) 2019 Repo Spike \u0026amp; Dollar Shortage\u003c/p\u003e\u003cp\u003e(24:39) Trillion-Dollar Annual Deficits\u003c/p\u003e\u003cp\u003e(36:22) Advertisements\u003c/p\u003e\u003cp\u003e(37:36) Why The Fed is Disconnected from Inflation\u003c/p\u003e\u003cp\u003e(44:47) Is Bitcoin the Solution?\u003c/p\u003e\u003cp\u003e(48:46) Gold \u0026amp; Bitcoin As Stores of Value\u003c/p\u003e\u003cp\u003e(53:13) Permissionless Ad\u003c/p\u003e\u003cp\u003e(53:54) Bitcoin Use Case For Global Sovereigns\u003c/p\u003e\u003cp\u003e(58:58) Where to Follow James' Work\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b842bfd0-76c6-11ef-ba08-5f1019943412/stripped_a75c4467790d2689b71ca09fd7411b03.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8061934639.mp3","size":44186958,"duration":"3682.25","uid":"BWG8061934639","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b842bfd0-76c6-11ef-ba08-5f1019943412/id3/2225ce0d2b0080c5e803b254d40af7c3.mp3","id3FileProcessing":false,"id3FileSize":133123,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240920_OTM_Lavish_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-09-19T21:37:54.191Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/11nbHesE2f8wqWp46D3iZZ"},{"id":"206dc99a-7250-11ef-8b36-5f8587929e4e","createdAt":"2024-09-14T04:16:33.819Z","updatedAt":"2024-11-14T22:39:21.578Z","title":"Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup","pubdate":"2024-09-14T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/206dc99a-7250-11ef-8b36-5f8587929e4e/image/cf8151d6e44781c1cfd9e8bbccd6ab67.png?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy!\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eFollow Ram: https://x.com/ramahluwalia\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eWeekly Roundup Charts: https://drive.google.com/drive/u/0/folders/1XMVpZ672sX1qJV-admNYvznOPFXR737S\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003ePolkadot 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.\u003c/p\u003e\u003cp\u003eStart your journey today at polkadot.com/get-started\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:22) Ram's Background\u003c/p\u003e\u003cp\u003e(03:26) 25 Bps vs 50 Bps\u003c/p\u003e\u003cp\u003e(08:42) Inflation Data\u003c/p\u003e\u003cp\u003e(11:01) The Economy Is Okay\u003c/p\u003e\u003cp\u003e(12:36) Fed Opening the Door to 50 Bps Cut\u003c/p\u003e\u003cp\u003e(16:08) Parsing the Economic Data\u003c/p\u003e\u003cp\u003e(18:12) Labor Productivity\u003c/p\u003e\u003cp\u003e(20:27) Ads\u003c/p\u003e\u003cp\u003e(21:44) Chinese Economy \u0026amp; Red Flags\u003c/p\u003e\u003cp\u003e(28:08) US Equities\u003c/p\u003e\u003cp\u003e(32:02) Growth Vs Value\u003c/p\u003e\u003cp\u003e(34:31) Factor Market\u003c/p\u003e\u003cp\u003e(36:34) Market Rotation\u003c/p\u003e\u003cp\u003e(44:24) Permissionless Ad\u003c/p\u003e\u003cp\u003e(45:02) Narratives Driving Markets\u003c/p\u003e\u003cp\u003e(48:21) Digital Assets\u003c/p\u003e\u003cp\u003e(54:49) Bitcoin \u0026amp; Crypto Price Action\u003c/p\u003e\u003cp\u003e(59:05) Hot Money Rotation\u003c/p\u003e\u003cp\u003e(01:00:37) Cutting Cycle Dynamics\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/206dc99a-7250-11ef-8b36-5f8587929e4e/stripped_e70b128d6e8aec77786706dd45941da8.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6353928992.mp3","size":49268611,"duration":"4105.72","uid":"BWG6353928992","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/206dc99a-7250-11ef-8b36-5f8587929e4e/id3/63d5c7ff938c340b15ccb3cda808198d.mp3","id3FileProcessing":false,"id3FileSize":133353,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240914_OTM_RU_2.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-09-14T04:18:24.469Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4ENGRYFt9Lq9mz1v96FeAg"},{"id":"97375e9e-7091-11ef-8ad9-2b7fdc7a5e32","createdAt":"2024-09-11T23:00:08.071Z","updatedAt":"2024-09-11T23:11:36.817Z","title":"Breaking Down the Disconnect Between TradFi \u0026 Crypto | Austin Campbell","pubdate":"2024-09-12T14:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. 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As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:46) Austin's Background\u003c/p\u003e\u003cp\u003e(03:21) Unpacking the Banking System\u003c/p\u003e\u003cp\u003e(06:15) Money Markets \u0026amp; Reverse Repo\u003c/p\u003e\u003cp\u003e(10:35) Crypto's Role in Banking\u003c/p\u003e\u003cp\u003e(14:05) Stablecoin Designs \u0026amp; Reserves\u003c/p\u003e\u003cp\u003e(22:00) What is Crypto Solving?\u003c/p\u003e\u003cp\u003e(27:33) Mantra Ad\u003c/p\u003e\u003cp\u003e(28:14) Spectrum of Decentralization\u003c/p\u003e\u003cp\u003e(32:34) CBDCs\u003c/p\u003e\u003cp\u003e(36:41) Blockchains vs Databases\u003c/p\u003e\u003cp\u003e(40:06) Permissionless Ad\u003c/p\u003e\u003cp\u003e(40:46) Crypto \u0026amp; Dollar Hegemony\u003c/p\u003e\u003cp\u003e(44:52) Backlash to Crypto\u003c/p\u003e\u003cp\u003e(47:46) Crypto Market Outlook\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/97375e9e-7091-11ef-8ad9-2b7fdc7a5e32/stripped_6570f71571a9ddc06e2e75b3e404efa6.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1288725127.mp3","size":43389440,"duration":"3099.25","uid":"BWG1288725127","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/97375e9e-7091-11ef-8ad9-2b7fdc7a5e32/id3/8c57653cbf8c4c562978ada97ab9af22.mp3","id3FileProcessing":false,"id3FileSize":132133,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240912_OTM_Campbell_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-09-11T23:00:09.558Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2cgiWTLCRunBDC6dl7YOhu"},{"id":"c9c8c0ea-6c9b-11ef-ad33-3f80ecea29c5","createdAt":"2024-09-06T22:03:03.248Z","updatedAt":"2024-09-06T22:11:53.810Z","title":"Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup","pubdate":"2024-09-07T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/c9c8c0ea-6c9b-11ef-ad33-3f80ecea29c5/image/cf8151d6e44781c1cfd9e8bbccd6ab67.png?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI centralization, the outlook for Bitcoin and crypto, and much more. Enjoy!\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eWeekly Roundup Charts: https://drive.google.com/file/d/1GnXSyf79KLMoG5p0RRFoNBoAQUet_TOE/view?usp=sharing\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003ePolkadot 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.\u003c/p\u003e\u003cp\u003eStart your journey today at polkadot.com/get-started\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:37) Non-Farm Payrolls\u003c/p\u003e\u003cp\u003e(09:52) Comparing Other Labor Market Data\u003c/p\u003e\u003cp\u003e(12:47) The Fed's Reaction Function\u003c/p\u003e\u003cp\u003e(17:54) The Yield Curve Uninverting\u003c/p\u003e\u003cp\u003e(19:13) Credit Spreads \u0026amp; Equity Rotation\u003c/p\u003e\u003cp\u003e(25:54) Buy What The Government Is Incentivizing\u003c/p\u003e\u003cp\u003e(28:34) Advertisements\u003c/p\u003e\u003cp\u003e(29:48) Tyler's AI Rant\u003c/p\u003e\u003cp\u003e(33:25) What's Going On In China?\u003c/p\u003e\u003cp\u003e(39:30) Flight From China\u003c/p\u003e\u003cp\u003e(41:52) Permissionless Ad\u003c/p\u003e\u003cp\u003e(42:32) Crypto Market Update\u003c/p\u003e\u003cp\u003e(44:54) The Effects Of Rate Cuts\u003c/p\u003e\u003cp\u003e(47:13) Bitcoin Downside \u0026amp; Outlook\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/c9c8c0ea-6c9b-11ef-ad33-3f80ecea29c5/stripped_9cd9034493742ce484dbbcdf25264bca.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2555979601.mp3","size":34096588,"duration":"3409.66","uid":"BWG2555979601","originalUrl":null,"bitrate":80,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/c9c8c0ea-6c9b-11ef-ad33-3f80ecea29c5/id3/a40223906a8d45c6b9269f2a4157071c.mp3","id3FileProcessing":false,"id3FileSize":133155,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240907_OTM_RU_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-09-06T22:03:04.762Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5NinVSpHlmuqSKn33oUGhG"},{"id":"a30276b6-6a63-11ef-b872-63afd16d79bf","createdAt":"2024-09-04T02:16:04.049Z","updatedAt":"2024-09-04T14:56:22.272Z","title":"Why The Fed Shouldn’t Cut Rates | Eric Wallerstein","pubdate":"2024-09-04T14:56:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break down GDP, the credit markets, and how to rethink asset allocation in today's market. Enjoy!\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eFollow Eric Wallerstein: https://x.com/ericwallerstein\u003c/p\u003e\u003cp\u003eYardeni QuickTakes: https://www.yardeniquicktakes.com/\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:14) Eric's Background\u003c/p\u003e\u003cp\u003e(03:07) The Labor Market Is Okay\u003c/p\u003e\u003cp\u003e(08:17) Why The Fed Is So Dovish\u003c/p\u003e\u003cp\u003e(11:08) Consumer Savings\u003c/p\u003e\u003cp\u003e(14:22) Real Wages\u003c/p\u003e\u003cp\u003e(16:53) Labor Productivity\u003c/p\u003e\u003cp\u003e(20:38) Breaking Down GDP\u003c/p\u003e\u003cp\u003e(24:08) Economic Big Picture\u003c/p\u003e\u003cp\u003e(26:46) Mantra Ad\u003c/p\u003e\u003cp\u003e(27:25) Risks To The Consumer\u003c/p\u003e\u003cp\u003e(29:52) The Fed Doesn't Need To Cut\u003c/p\u003e\u003cp\u003e(33:34) Private Credit Markets\u003c/p\u003e\u003cp\u003e(37:08) The Fed Supporting Credit Markets\u003c/p\u003e\u003cp\u003e(39:17) Bond Markets\u003c/p\u003e\u003cp\u003e(41:54) Stock \u0026amp; Bond Correlations\u003c/p\u003e\u003cp\u003e(44:10) Rethinking Asset Allocation\u003c/p\u003e\u003cp\u003e(46:22) Permissionless Ad\u003c/p\u003e\u003cp\u003e(47:02) Global Markets \u0026amp; The Carry Trade Unwind\u003c/p\u003e\u003cp\u003e(49:36) Chinese Economy\u003c/p\u003e\u003cp\u003e(52:15) Europe Doesn't Issue Debt\u003c/p\u003e\u003cp\u003e(55:31) Key Takeaways\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. 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We also delve into the health of the consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003eWeekly Roundup Charts: https://drive.google.com/file/d/1fUP_rOgvrTDONP2DfYnJyrzgbmWFt0mP/view?usp=drive_link \u003c/p\u003e\u003cp\u003eKansas Fed Paper: https://www.kansascityfed.org/Jackson%20Hole/documents/10443/Anil_Kashyap_Remarks_JH.pdf \u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003ePolkadot 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.\u003c/p\u003e\u003cp\u003eStart your journey today at polkadot.com/get-started\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e00:00 Introduction\u003c/p\u003e\u003cp\u003e02:27 NVIDIA Earnings\u003c/p\u003e\u003cp\u003e08:12 Growth Vs Value\u003c/p\u003e\u003cp\u003e11:36 S\u0026amp;P 500 Earnings Growth\u003c/p\u003e\u003cp\u003e14:02 Yield Curve Steepening\u003c/p\u003e\u003cp\u003e17:40 High Yield Spreads\u003c/p\u003e\u003cp\u003e19:58 Credit Spreads, Unemployment \u0026amp; Recession\u003c/p\u003e\u003cp\u003e23:00 The Health Of The Consumer\u003c/p\u003e\u003cp\u003e29:59 Advertisements\u003c/p\u003e\u003cp\u003e31:14 The Future Fed Balance Sheet\u003c/p\u003e\u003cp\u003e37:05 Consequences Of Controlling Volatility\u003c/p\u003e\u003cp\u003e38:57 Central Bank Independence\u003c/p\u003e\u003cp\u003e41:18 Permissionless Ad\u003c/p\u003e\u003cp\u003e41:57 A Weaker US Dollar\u003c/p\u003e\u003cp\u003e44:54 Bitcoin \u0026amp; Geopolitics\u003c/p\u003e\u003cp\u003e53:19 Nobody Makes Money In Perps\u003c/p\u003e\u003cp\u003e56:51 Are Rate Cuts Bearish?\u003c/p\u003e\u003cp\u003e59:29 Will We Ever See Negative Real Rates Again?\u003c/p\u003e\u003cp\u003e01:02:02 Altcoins \u0026amp; Macro\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. 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We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Michael Howell: https://x.com/crossbordercap\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:18) Powell's Jackson Hole Speech\u003c/p\u003e\u003cp\u003e(04:20) Uptrend In Global Liquidity\u003c/p\u003e\u003cp\u003e(05:53) Global Risk Exposure\u003c/p\u003e\u003cp\u003e(12:10) A New Shanghai Accord\u003c/p\u003e\u003cp\u003e(18:44) Mantra Ad\u003c/p\u003e\u003cp\u003e(19:24) Mechanics Of Yen Intervention\u003c/p\u003e\u003cp\u003e(22:01) The Treasury Market\u003c/p\u003e\u003cp\u003e(30:20) Breakeven Inflation Rates\u003c/p\u003e\u003cp\u003e(32:56) Debt-To-Liquidity Ratio\u003c/p\u003e\u003cp\u003e(35:52) Permissionless Ad\u003c/p\u003e\u003cp\u003e(36:33) US Public Debt\u003c/p\u003e\u003cp\u003e(40:14) Monetary Inflation Hedges\u003c/p\u003e\u003cp\u003e(43:11) Managing Bill Issuance\u003c/p\u003e\u003cp\u003e(47:03) Bull Vs Bear Steepener\u003c/p\u003e\u003cp\u003e(48:50) The Structure Of Global Liquidity\u003c/p\u003e\u003cp\u003e(50:08) The MOVE Index\u003c/p\u003e\u003cp\u003e(53:49) Treasury Buybacks\u003c/p\u003e\u003cp\u003e(55:06) Real Interest Rates\u003c/p\u003e\u003cp\u003e(56:38) Equity Market \u0026amp; PBOC Liquidity\u003c/p\u003e\u003cp\u003e(59:37) More Upside In Gold \u0026amp; BTC\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e32d8dce-64ab-11ef-8707-b3d4c7db214b/stripped_699a0077502c86831bd0a41097557a1f.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7287335366.mp3","size":44267833,"duration":"3688.99","uid":"BWG7287335366","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e32d8dce-64ab-11ef-8707-b3d4c7db214b/id3/d3664f9f9f2baa1d5ba56377dbf21564.mp3","id3FileProcessing":false,"id3FileSize":132485,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240828_OTM_Howell_Fin.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-08-27T19:38:09.419Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/24B4AvHy5y8R1vj5orHfYD"},{"id":"5c8d3bfc-61bd-11ef-a799-4b2875ef46f6","createdAt":"2024-08-24T02:05:40.068Z","updatedAt":"2024-08-24T13:09:15.150Z","title":"The Fed Put Is In \u0026 Global Easing Has Begun | Weekly Roundup","pubdate":"2024-08-24T13:06:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/5c8d3bfc-61bd-11ef-a799-4b2875ef46f6/image/cf8151d6e44781c1cfd9e8bbccd6ab67.png?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis 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!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b\u003c/p\u003e\u003cp\u003eRoundup Chart Deck: https://blckwrks.co/4dUUAj5\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Zaheer: https://x.com/SplitCapital\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003ePolkadot 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.\u003c/p\u003e\u003cp\u003eStart your journey today at polkadot.com/get-started\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:13) Jackson Hole Speech\u003c/p\u003e\u003cp\u003e(08:17) Employment Outweighing Inflation\u003c/p\u003e\u003cp\u003e(09:33) Zaheer's Macro View\u003c/p\u003e\u003cp\u003e(11:18) Housing Comeback\u003c/p\u003e\u003cp\u003e(13:49) Polkadot Ad\u003c/p\u003e\u003cp\u003e(14:26) Global Liquidity\u003c/p\u003e\u003cp\u003e(18:01) Credit Isn't The Problem\u003c/p\u003e\u003cp\u003e(23:02) New Cycle Of Investing\u003c/p\u003e\u003cp\u003e(26:22) Kamala's Economic Policies\u003c/p\u003e\u003cp\u003e(34:45) Permissionless Ad\u003c/p\u003e\u003cp\u003e(35:27) Crypto Regulation\u003c/p\u003e\u003cp\u003e(42:27) Election Impact On Crypto\u003c/p\u003e\u003cp\u003e(44:19) Crypto Market Outlook\u003c/p\u003e\u003cp\u003e(50:42) The Bull Market Hasn't Even Started\u003c/p\u003e\u003cp\u003e(54:55) Altcoins\u003c/p\u003e\u003cp\u003e(59:21) Attributes Of Value\u003c/p\u003e\u003cp\u003e(01:01:37) Don't Fight The Fed\u003c/p\u003e\u003cp\u003e(01:03:11) Polkadot Ad\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/5c8d3bfc-61bd-11ef-a799-4b2875ef46f6/stripped_398c0c55e5174afd6010a2ed8bd51f96.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5537679621.mp3","size":53683931,"duration":"3834.57","uid":"BWG5537679621","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/5c8d3bfc-61bd-11ef-a799-4b2875ef46f6/id3/a6d948310fd5349ae3d6dcb2ff8457a4.mp3","id3FileProcessing":false,"id3FileSize":132515,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240824_OTM_RU_FIN_1.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-08-24T13:06:18.770Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1pl2PnV2x9ORHjzVpwDg6x"},{"id":"623b5476-5f65-11ef-be33-e37c7751643e","createdAt":"2024-08-21T02:30:51.560Z","updatedAt":"2024-08-21T18:03:13.839Z","title":"Generating Alpha In Macro | Capital Flows","pubdate":"2024-08-21T15:33:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Capital Flows joins the show to discuss his macro philosophy \u0026amp; framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Capital Flows: \u003ca href=\"https://x.com/Globalflows\"\u003ehttps://x.com/Globalflows\u003c/a\u003e\u003c/p\u003e\u003cp\u003eCapital Flows Substack: https://www.capitalflowsresearch.com/\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA is a purpose-built RWA Layer 1 blockchain capable of adherence and enforcement of real world regulatory requirements. As a permissionless chain, MANTRA empowers developers and institutions to seamlessly participate in the evolving RWA tokenization space by offering advanced tech modules, compliance mechanisms, and cross-chain interoperability.\u003c/p\u003e\u003cp\u003eLearn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:59) Capital Flows Research \u0026amp; Strategy\u003c/p\u003e\u003cp\u003e(04:49) Macro Philosophy\u003c/p\u003e\u003cp\u003e(07:48) Macro Framework\u003c/p\u003e\u003cp\u003e(11:39) Bullish After VIX Surge\u003c/p\u003e\u003cp\u003e(15:26) Credit \u0026amp; Duration Risk\u003c/p\u003e\u003cp\u003e(18:46) Mantra Ad\u003c/p\u003e\u003cp\u003e(19:26) Interest Rate Expectations\u003c/p\u003e\u003cp\u003e(25:51) Bull Vs Bear Steepener\u003c/p\u003e\u003cp\u003e(27:27) What's Priced Into The Curve\u003c/p\u003e\u003cp\u003e(30:38) Permissionless Ad\u003c/p\u003e\u003cp\u003e(31:17) What's Driving The Equity Bull Market\u003c/p\u003e\u003cp\u003e(36:31) Upside Tail Risks\u003c/p\u003e\u003cp\u003e(39:31) Will The Fed Allow An Extended Recession?\u003c/p\u003e\u003cp\u003e(43:58) Bitcoin Price Drivers\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/623b5476-5f65-11ef-be33-e37c7751643e/stripped_e99053622faece2e3a7fcdcd7ee1d148.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9754929205.mp3","size":39387742,"duration":"3282.31","uid":"BWG9754929205","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/623b5476-5f65-11ef-be33-e37c7751643e/id3/99e2ba748e8f8fe4b70cbe54cc985d74.mp3","id3FileProcessing":false,"id3FileSize":132111,"parentId":null,"guid":null,"pubdateTimezone":"America/Detroit","originalFilename":"20240821_ORM_CapitalFlows_FIN-2_2.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-08-21T18:03:13.828Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3BqIdYXGWlmhqHcjXA9EVf"},{"id":"ee90676c-5c96-11ef-b3b1-b399e39bd70c","createdAt":"2024-08-17T12:47:58.848Z","updatedAt":"2024-08-17T12:56:53.906Z","title":"Has The Dust Settled? | Weekly Roundup","pubdate":"2024-08-17T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive VIX decline, July’s CPI, and the frustrating crypto market. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e–\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:39) Schrödinger's Soft Landing\u003c/p\u003e\u003cp\u003e(04:19) What Is The Bond Market Saying About The Economy?\u003c/p\u003e\u003cp\u003e(06:54) The Fed Kept Its Cool\u003c/p\u003e\u003cp\u003e(09:05) Massive VIX Decline\u003c/p\u003e\u003cp\u003e(11:40) Will Markets Adjust To The Sell-Off?\u003c/p\u003e\u003cp\u003e(18:06) The Role Of Flows\u003c/p\u003e\u003cp\u003e(21:57) July CPI\u003c/p\u003e\u003cp\u003e(24:58) What's Going On With China?\u003c/p\u003e\u003cp\u003e(29:13) The Fed's Next Move\u003c/p\u003e\u003cp\u003e(31:26) Market Overreaction\u003c/p\u003e\u003cp\u003e(34:17) Bitcoin \u0026amp; ETFs\u003c/p\u003e\u003cp\u003e(40:06) Frustrating Crypto Market\u003c/p\u003e\u003cp\u003e(42:48) How Many New Balances Does Tyler Own?\u003c/p\u003e\u003cp\u003e(44:09) What Can Stop The Fiscal Debt Spiral?\u003c/p\u003e\u003cp\u003e(47:53) Why The BOJ Backpedaled\u003c/p\u003e\u003cp\u003e(53:41) The Globalization Of Central Banks\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ee90676c-5c96-11ef-b3b1-b399e39bd70c/stripped_854b8f3bbce7f4f7a90766d7e381e303.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1834009228.mp3","size":40438178,"duration":"3369.85","uid":"BWG1834009228","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ee90676c-5c96-11ef-b3b1-b399e39bd70c/id3/a0c1519249b9ee53608a890cc7e25db9.mp3","id3FileProcessing":false,"id3FileSize":131565,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240816_OTM_RU_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-08-17T12:48:00.344Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2h9ai01DRIjdnR0DdraE0L"},{"id":"df020ace-577f-11ef-b870-137871b53521","createdAt":"2024-08-11T01:20:18.509Z","updatedAt":"2024-08-12T13:25:44.594Z","title":"The Mystery Behind The Stock Market Sell-Off | Alex Campbell","pubdate":"2024-08-12T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Alex Campbell joins the show to discuss volatility, \"Magnificent Seven\" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Alex: https://x.com/abcampbell\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:06) Market Volatility Overview\u003c/p\u003e\u003cp\u003e(04:51) Magnificent Seven Concentration\u003c/p\u003e\u003cp\u003e(06:24) Dispersion Trades\u003c/p\u003e\u003cp\u003e(10:49) Market Risks \u0026amp; Correlations\u003c/p\u003e\u003cp\u003e(14:09) Mantra Ad\u003c/p\u003e\u003cp\u003e(15:15) The Carry Trade\u003c/p\u003e\u003cp\u003e(18:14) Market Volatility Vs Credit \u0026amp; The Economy\u003c/p\u003e\u003cp\u003e(23:44) Impact Of Short Volatility \u0026amp; Hedging On Markets\u003c/p\u003e\u003cp\u003e(31:25) Permissionless Ad\u003c/p\u003e\u003cp\u003e(32:04) Artificial Intelligence And Alex's Startup Rose AI\u003c/p\u003e\u003cp\u003e(34:54) Collecting \u0026amp; Using Market Data\u003c/p\u003e\u003cp\u003e(39:44) The Future Of Finance\u003c/p\u003e\u003cp\u003e(43:46) Future Of The AI Industry\u003c/p\u003e\u003cp\u003e(46:20) Alex's Thoughts On Crypto\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. 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We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003ePolkadot 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.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eStart your journey today at polkadot.com/get-started \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e00:00 Introduction\u003c/p\u003e\u003cp\u003e01:38 Reflecting On The Market Unwind\u003c/p\u003e\u003cp\u003e07:41 No Asset Spared In Deleveraging Events\u003c/p\u003e\u003cp\u003e12:23 Polkadot Ad\u003c/p\u003e\u003cp\u003e13:22 Navigating Extreme Volatility\u003c/p\u003e\u003cp\u003e18:39 Assessing Liquitidy Signals\u003c/p\u003e\u003cp\u003e21:23 What Benefits The Most From Liquidity \u0026amp; Rate Cuts?\u003c/p\u003e\u003cp\u003e23:36 Looking At Credit Spreads\u003c/p\u003e\u003cp\u003e26:14 Steel Man-ing The Recession Argument\u003c/p\u003e\u003cp\u003e42:30 Permissionless Ad\u003c/p\u003e\u003cp\u003e43:10 State Of The Labor Market\u003c/p\u003e\u003cp\u003e45:38 Where Is Economic Growth?\u003c/p\u003e\u003cp\u003e50:37 Is The Recession On Its Way?\u003c/p\u003e\u003cp\u003e55:18 Crypto Market Overview\u003c/p\u003e\u003cp\u003e01:03:36 Biggest Trading Mistakes\u003c/p\u003e\u003cp\u003e01:08:26 How Much Of The Carry Trade Is Unwound\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/c9a1b7dc-56ae-11ef-98e6-c3b0c54a235f/stripped_31cb106c45056b41b8aa1bed0cccbb09.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4391442979.mp3","size":71037178,"duration":"4439.82","uid":"BWG4391442979","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/c9a1b7dc-56ae-11ef-98e6-c3b0c54a235f/id3/fa6555e104b0afb918d5d198c139ebe9.mp3","id3FileProcessing":false,"id3FileSize":132315,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240810_OTM_RU_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-08-10T07:48:11.835Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1QUl4FiFXB8z3t3VB9h8NG"},{"id":"5a943b4e-54f1-11ef-8d9b-174a5dbb78fb","createdAt":"2024-08-07T19:15:05.478Z","updatedAt":"2024-08-09T16:21:31.428Z","title":"Sahm Rule Triggered, Are We In A Recession? | Claudia Sahm","pubdate":"2024-08-07T20:32:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow guest: https://x.com/Claudia_Sahm\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:13) What is the Sahm Rule?\u003c/p\u003e\u003cp\u003e(06:29) Sahm Rule Triggered\u003c/p\u003e\u003cp\u003e(08:37) Purpose of the Sahm Rule\u003c/p\u003e\u003cp\u003e(10:20) Are We in a Recession?\u003c/p\u003e\u003cp\u003e(14:05) Mantra Ad\u003c/p\u003e\u003cp\u003e(15:18) Unemployment Dynamics of the Sahm Rule\u003c/p\u003e\u003cp\u003e(18:16) Unemployment Dynamics of a Recession\u003c/p\u003e\u003cp\u003e(21:22) Sahm Rule 2.0\u003c/p\u003e\u003cp\u003e(22:56) Blame the Fed, Not the Sahm Rule\u003c/p\u003e\u003cp\u003e(24:35) July Unemployment Report\u003c/p\u003e\u003cp\u003e(32:10) Permissionless Ad\u003c/p\u003e\u003cp\u003e(32:49) How the Fed Looks at the Labor Market\u003c/p\u003e\u003cp\u003e(38:14) Should the Fed be Cutting Rates?\u003c/p\u003e\u003cp\u003e(40:38) Are We Heading for a Hard Landing?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/5a943b4e-54f1-11ef-8d9b-174a5dbb78fb/stripped_d738d1b9cafa649653f3116fa13348ca.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7734446667.mp3","size":27616915,"duration":"2761.69","uid":"BWG7734446667","originalUrl":null,"bitrate":80,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/5a943b4e-54f1-11ef-8d9b-174a5dbb78fb/id3/496459427b301d298ba355c9c89384f7.mp3","id3FileProcessing":false,"id3FileSize":131745,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240807_OTM_Sahm_1.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-08-09T16:21:31.417Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5YPUf2XjF5GflnYPnytKFX"},{"id":"36e6c3d8-50eb-11ef-a706-5b8fff06f0c3","createdAt":"2024-08-02T16:21:03.997Z","updatedAt":"2024-08-02T18:23:24.389Z","title":"Why Are Markets Unwinding? | Weekly Roundup","pubdate":"2024-08-02T18:23:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data \u0026amp; the market reaction. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show: https://a16z.com/the-crypto-price-innovation-cycle/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:28) QRA \u0026amp; FOMC Takeaways\u003c/p\u003e\u003cp\u003e(16:07) Why Are Markets Unwinding?\u003c/p\u003e\u003cp\u003e(23:51) The Yen Carry Trade Unwind\u003c/p\u003e\u003cp\u003e(26:11) Permissionless Ad\u003c/p\u003e\u003cp\u003e(26:50) What's Happening In Crypto?\u003c/p\u003e\u003cp\u003e(31:13) Coinbase Earnings\u003c/p\u003e\u003cp\u003e(35:39) Tether Earnings\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/36e6c3d8-50eb-11ef-a706-5b8fff06f0c3/stripped_0172898e31225715e6ccfa120983bab8.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1710160543.mp3","size":34641816,"duration":"2886.82","uid":"BWG1710160543","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/36e6c3d8-50eb-11ef-a706-5b8fff06f0c3/id3/68c77798a1c30b75cba452d522dcd958.mp3","id3FileProcessing":false,"id3FileSize":130867,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240803_OTM_RU_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-08-02T16:49:35.139Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0R9dkpFr1Ss7hkcslUlOwB"},{"id":"ad962822-5012-11ef-9e45-7f393ed1fda5","createdAt":"2024-08-01T14:31:02.334Z","updatedAt":"2024-08-01T14:39:47.017Z","title":"The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan","pubdate":"2024-08-01T14:39:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected \u0026amp; markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Danny: https://x.com/DannyDayan5\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:32) FOMC Takeaway's\u003c/p\u003e\u003cp\u003e(03:24) The Economy Is Strong, Should The Fed Cut Rates?\u003c/p\u003e\u003cp\u003e(11:03) Mantra Ad\u003c/p\u003e\u003cp\u003e(12:10) Why Is This Economic Cycle Different?\u003c/p\u003e\u003cp\u003e(17:56) QRA \u0026amp; The QT Impact\u003c/p\u003e\u003cp\u003e(22:08) What's The Trade?\u003c/p\u003e\u003cp\u003e(28:27) Permissionless Ad\u003c/p\u003e\u003cp\u003e(29:05) Stock Market Rotation \u0026amp; The Yen Carry Trade Unwind\u003c/p\u003e\u003cp\u003e(37:51) What's Next For Markets?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ad962822-5012-11ef-9e45-7f393ed1fda5/stripped_23509726a3a1a72a0c57c223562639d1.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5856378577.mp3","size":25973029,"duration":"2597.3","uid":"BWG5856378577","originalUrl":null,"bitrate":80,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ad962822-5012-11ef-9e45-7f393ed1fda5/id3/215b7b58d4e96b616810345779bc6060.mp3","id3FileProcessing":false,"id3FileSize":131511,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240801_OTM_Dayan_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-08-01T14:31:04.492Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1Kpbtn7rqRYT7Wy7zAppHn"},{"id":"4506d974-4bc0-11ef-b42d-cf1922916d4e","createdAt":"2024-07-27T02:31:03.476Z","updatedAt":"2024-07-27T11:32:26.465Z","title":"Is It Time To Be Bullish? | Weekly Roundup","pubdate":"2024-07-27T11:32:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto \u0026amp; the inflation outlook. Enjoy! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Mike: https://x.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show: https://a16z.com/the-crypto-price-innovation-cycle/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4506d974-4bc0-11ef-b42d-cf1922916d4e/stripped_adb44030ceebaccd9e91192b615af429.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2959248420.mp3","size":44830198,"duration":"3735.85","uid":"BWG2959248420","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4506d974-4bc0-11ef-b42d-cf1922916d4e/id3/89f033d588d4d8129661280b16c595fa.mp3","id3FileProcessing":false,"id3FileSize":130269,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240727_OTM_RU Copy 01_1.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-07-27T11:32:26.456Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7B5bCnXIXvoeLmfNn77WRZ"},{"id":"551740a4-4901-11ef-bf3c-cb462d3063c0","createdAt":"2024-07-23T14:39:14.223Z","updatedAt":"2024-07-24T11:46:55.197Z","title":"The Rise Of Fiscal Dominance | Lyn Alden","pubdate":"2024-07-24T10:37:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance \u0026amp; it's impact on markets in H2 2024 \u0026amp; beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months \u0026amp; more. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Lyn: https://x.com/LynAldenContact\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:49) The Rate Cutting Cycle\u003c/p\u003e\u003cp\u003e(05:09) Is The Economy Slowing?\u003c/p\u003e\u003cp\u003e(08:51) Will We See A Recession?\u003c/p\u003e\u003cp\u003e(11:02) The Small Cap Rotation\u003c/p\u003e\u003cp\u003e(13:34) Mantra Ad\u003c/p\u003e\u003cp\u003e(14:43) The Rise Of Fiscal Dominance\u003c/p\u003e\u003cp\u003e(18:12) The Election Impact\u003c/p\u003e\u003cp\u003e(21:34) Bitcoin As A Strategic Reserve Asset\u003c/p\u003e\u003cp\u003e(33:13) Permissionless Ad\u003c/p\u003e\u003cp\u003e(33:54) Oil \u0026amp; Energy\u003c/p\u003e\u003cp\u003e(42:05) Stocks, Bonds \u0026amp; The Three Pillar Portfolio\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/551740a4-4901-11ef-bf3c-cb462d3063c0/stripped_19c4789a570fc3f81b4d5563d1348575.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1968815872.mp3","size":35192895,"duration":"2932.74","uid":"BWG1968815872","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/551740a4-4901-11ef-bf3c-cb462d3063c0/id3/44373070ff575708b8989499f0281ebd.mp3","id3FileProcessing":false,"id3FileSize":131665,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240724_OTM_Alden_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-07-24T11:46:55.188Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4hs5gVF8S3ZqDOOpatoNCh"},{"id":"ce012338-4607-11ef-b68f-8b656757ffbd","createdAt":"2024-07-19T19:48:00.576Z","updatedAt":"2024-07-20T10:48:52.040Z","title":"The Stock Market \u0026 Crypto Are Turning | Weekly Roundup","pubdate":"2024-07-20T10:48:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week we discuss what is happening in crypto \u0026amp; traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion trade unwind, is crypto about to catch up to the momentum in traditional markets, the U.S election impact \u0026amp; more. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Mike: https://x.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ce012338-4607-11ef-b68f-8b656757ffbd/stripped_6a15c345847ec76d99dc6dc777110dfe.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2714799616.mp3","size":47681515,"duration":"3973.46","uid":"BWG2714799616","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ce012338-4607-11ef-b68f-8b656757ffbd/id3/3d0c826714106496f3382870d492175f.mp3","id3FileProcessing":false,"id3FileSize":130151,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240720_OTM_RU_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-07-20T10:48:52.033Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7loZIOaDtIibKGHUq7TfzQ"},{"id":"316f0a6c-444f-11ef-969d-a3e039e78176","createdAt":"2024-07-17T15:13:59.327Z","updatedAt":"2024-07-17T17:15:13.458Z","title":"A Soft Landing Is Unrealistic | Andy Constan","pubdate":"2024-07-17T17:07:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy \u0026amp; inflation continues to roll over \u0026amp; financial conditions remain loose. We deep dive into the outlook for stocks, bonds \u0026amp; markets into H2 2024. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Andy: https://x.com/dampedspring\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:27) Why The Economy Has Remained Strong\u003c/p\u003e\u003cp\u003e(04:39) Financial Conditions Are Still Loose\u003c/p\u003e\u003cp\u003e(11:32) Mantra Ad\u003c/p\u003e\u003cp\u003e(12:39) Relief In The Long End Has Been Fueling A Stock Market Rally\u003c/p\u003e\u003cp\u003e(23:01) What To Expect From The QRA?\u003c/p\u003e\u003cp\u003e(29:24) Permissionless Ad\u003c/p\u003e\u003cp\u003e(30:02) Alpha vs Beta\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/316f0a6c-444f-11ef-969d-a3e039e78176/stripped_3bbb3ff1b76ea7c554a15de3ffe0498f.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9283245974.mp3","size":27378730,"duration":"2281.56","uid":"BWG9283245974","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/316f0a6c-444f-11ef-969d-a3e039e78176/id3/ad8d368cc7742de091e0b23aea711489.mp3","id3FileProcessing":false,"id3FileSize":130897,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240717_OTM_Constan_1_1.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-07-17T17:15:13.457Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5YWLxyt8cojxeIYzscB9jj"},{"id":"8568e9a0-407e-11ef-8fa8-2fdde2ff3a56","createdAt":"2024-07-12T18:42:41.909Z","updatedAt":"2024-07-13T05:55:58.924Z","title":"What Deflation Means for Crypto, Gold and Tech | Weekly Roundup","pubdate":"2024-07-13T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps and commodities. Thanks for tuning in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: \u003ca href=\"https://x.com/qthomp\"\u003ehttps://x.com/qthomp\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Felix: \u003ca href=\"https://twitter.com/fejau_inc\"\u003ehttps://twitter.com/fejau_inc\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Tyler: \u003ca href=\"https://twitter.com/Tyler_Neville_\"\u003ehttps://twitter.com/Tyler_Neville_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://x.com/MikeIppolito_\"\u003ehttps://x.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: \u003ca href=\"https://blockworks.co/newsletter/onthemargin\"\u003ehttps://blockworks.co/newsletter/onthemargin\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at \u003ca href=\"https://www.avax.network/\"\u003ehttps://www.avax.network/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: \u003ca href=\"https://blockworks.co/event/permissionless-iii\"\u003ehttps://blockworks.co/event/permissionless-iii\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:11) CPI \u0026amp; Inflation Outlook\u003c/p\u003e\u003cp\u003e(13:05) Avalanche Ad\u003c/p\u003e\u003cp\u003e(14:30) Equity Outlook\u003c/p\u003e\u003cp\u003e(25:13) Labor Market Conditions\u003c/p\u003e\u003cp\u003e(34:54) Permissionless Ad\u003c/p\u003e\u003cp\u003e(35:34) German Gov \u0026amp; Mt Gox Supply Overhang\u003c/p\u003e\u003cp\u003e(45:01) Crypto vs Gold Catch Up Trade\u003c/p\u003e\u003cp\u003e(55:06) Evolving Politics Culture\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8568e9a0-407e-11ef-8fa8-2fdde2ff3a56/stripped_2fb1ef9293f0850172da31f7626311e7.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4973532954.mp3","size":49859657,"duration":"3561.4","uid":"BWG4973532954","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8568e9a0-407e-11ef-8fa8-2fdde2ff3a56/id3/9bd426a3e4ea0868d508558b75098b76.mp3","id3FileProcessing":false,"id3FileSize":132921,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240713_OTM_RU_FINAL_Fix.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-07-13T05:55:58.894Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4MBiRHOYdIQGQWfjvvEELi"},{"id":"fdf3f25e-3ebf-11ef-a636-239cbd634c7a","createdAt":"2024-07-10T13:26:19.111Z","updatedAt":"2024-07-10T14:46:07.888Z","title":"An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden","pubdate":"2024-07-10T14:43:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dilemma in managing inflation without triggering a recession, and examines global economic flows and their impact on the US dollar. To close out Julian unpacks where potential may exist in the choppy market. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Julian Brigden: \u003ca href=\"https://x.com/julianmi2?lang=en\"\u003ehttps://x.com/julianmi2\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Felix: \u003ca href=\"https://x.com/fejau_inc\"\u003ehttps://x.com/fejau_inc\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: \u003ca href=\"https://blockworks.co/newsletter/onthemargin\"\u003ehttps://blockworks.co/newsletter/onthemargin\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at \u003ca href=\"https://www.avax.network/\"\u003ehttps://www.avax.network/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: \u003ca href=\"https://www.mantrachain.io/\"\u003ehttps://www.mantrachain.io/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: \u003ca href=\"https://blockworks.co/event/permissionless-iii\"\u003ehttps://blockworks.co/event/permissionless-iii\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:46) Are Rate Cuts Coming?\u003c/p\u003e\u003cp\u003e(08:54) Why Rate Cuts Might Not Come\u003c/p\u003e\u003cp\u003e(14:46) Avalanche Ad\u003c/p\u003e\u003cp\u003e(16:07) Mantra Ad\u003c/p\u003e\u003cp\u003e(17:13) Why Rate Cuts Might Not Come (Continued)\u003c/p\u003e\u003cp\u003e(20:41) 2025 Recession Outlook\u003c/p\u003e\u003cp\u003e(29:02) Bond Market Sentiment\u003c/p\u003e\u003cp\u003e(30:48) Permissionless Ad\u003c/p\u003e\u003cp\u003e(31:28) Reality of Inflation\u003c/p\u003e\u003cp\u003e(48:13) Global Market Opportunity\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fdf3f25e-3ebf-11ef-a636-239cbd634c7a/stripped_b45be29880c531fde0a6ced5ce9956e5.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6980085095.mp3","size":41264483,"duration":"3438.71","uid":"BWG6980085095","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fdf3f25e-3ebf-11ef-a636-239cbd634c7a/id3/2ec53c65b170ce619ac3a0404cc740fc.mp3","id3FileProcessing":false,"id3FileSize":133877,"parentId":null,"guid":null,"pubdateTimezone":"America/Chicago","originalFilename":"20240710_OTM_Brigden_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-07-10T14:46:07.864Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/434VE3x52bgb2ds8YwV2yK"},{"id":"bac81550-3956-11ef-87e9-3f839d801fa0","createdAt":"2024-07-03T16:10:13.478Z","updatedAt":"2024-07-03T16:33:14.094Z","title":"The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal","pubdate":"2024-07-03T16:29:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning \u0026amp; how all these factors impact markets. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Raoul: https://x.com/RaoulGMI\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:17) The Liquidity Cycle\u003c/p\u003e\u003cp\u003e(09:26) Trouble In Japan's FX Market\u003c/p\u003e\u003cp\u003e(13:00) Mantra Ad\u003c/p\u003e\u003cp\u003e(14:06) Financial Repression\u003c/p\u003e\u003cp\u003e(15:43) Diversification Is Dead\u003c/p\u003e\u003cp\u003e(20:12) The Age Of Debt\u003c/p\u003e\u003cp\u003e(27:25) Permissionless Ad\u003c/p\u003e\u003cp\u003e(28:06) The Crypto Thesis\u003c/p\u003e\u003cp\u003e(39:28) The Banana Zone\u003c/p\u003e\u003cp\u003e(46:10) Changing Your Investment Framework\u003c/p\u003e\u003cp\u003e(48:55) The Fourth Turning\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/bac81550-3956-11ef-87e9-3f839d801fa0/stripped_a103f2b487a094cdc7acccbb9454041d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3180633432.mp3","size":32660376,"duration":"3266.04","uid":"BWG3180633432","originalUrl":null,"bitrate":80,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/bac81550-3956-11ef-87e9-3f839d801fa0/id3/c0edf40ae16b93185bb5fd6e875d84e2.mp3","id3FileProcessing":false,"id3FileSize":131581,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240703_OTM_Pal_2_FINAL.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-07-03T16:33:14.080Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3fQkP1Nm9FgaSRUPq32Ls5"},{"id":"20d86b00-3598-11ef-8aec-ff5a2c537a82","createdAt":"2024-06-28T21:48:17.356Z","updatedAt":"2024-06-29T17:32:28.440Z","title":"Rate Cuts Are Coming | Weekly Roundup","pubdate":"2024-06-29T13:40:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, we discuss the latest in markets after the presidential debate between Biden \u0026amp; Trump. We deep dive into how markets would react to a Biden vs Trump win in November, the indicators suggesting the Fed will need to cut rates soon, crypto's setup into H2 2024 \u0026amp; Friday's PCE print. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Mike: https://x.com/MikeIppolito_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/20d86b00-3598-11ef-8aec-ff5a2c537a82/stripped_feef67c9401ffd3335fad82931fed76b.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6819915113.mp3","size":52391393,"duration":"4365.95","uid":"BWG6819915113","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/20d86b00-3598-11ef-8aec-ff5a2c537a82/id3/26cdaf1f88e1b5bb891c7e8487d8c3bd.mp3","id3FileProcessing":false,"id3FileSize":131279,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240629_OTM_RU_1.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-29T17:32:28.429Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7rDPDX3YsKXISqgv5Kq0eR"},{"id":"350b3770-332b-11ef-9bf8-c78b3c489a15","createdAt":"2024-06-25T19:43:33.743Z","updatedAt":"2024-06-26T12:32:50.252Z","title":"There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes","pubdate":"2024-06-26T12:32:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher \u0026amp; how to make macro actionable. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow David: https://x.com/EconstratPB\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:00) The Fed's Already Got Their Soft Landing\u003c/p\u003e\u003cp\u003e(08:14) The Economy Is Slowing\u003c/p\u003e\u003cp\u003e(11:34) Mantra Ad\u003c/p\u003e\u003cp\u003e(12:44) When Will The Fed Cut Rates?\u003c/p\u003e\u003cp\u003e(17:15) How To Make Macro Actionable\u003c/p\u003e\u003cp\u003e(29:15) Permissionless Ad\u003c/p\u003e\u003cp\u003e(29:54) The U.S Fiscal Dilemma\u003c/p\u003e\u003cp\u003e(32:18) Can Stocks Continue To Rally In 2024?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/350b3770-332b-11ef-9bf8-c78b3c489a15/stripped_f774d08f21686f4ac18c196000f77702.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9541840967.mp3","size":24887641,"duration":"2488.76","uid":"BWG9541840967","originalUrl":null,"bitrate":80,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/350b3770-332b-11ef-9bf8-c78b3c489a15/id3/58203c5974de31d0c2678aeb0bac9cdb.mp3","id3FileProcessing":false,"id3FileSize":131625,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240626_OTM_Cervantes_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-26T12:32:50.240Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6KDIHiTt527eFaGriMlRb4"},{"id":"782f8804-3000-11ef-837a-53b6cc98c7c5","createdAt":"2024-06-21T19:00:04.581Z","updatedAt":"2024-06-22T10:12:03.321Z","title":"Are Markets Beginning To Roll Over? | Weekly Roundup","pubdate":"2024-06-22T10:12:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, we discuss are markets beginning to roll over as market breadth continues to widen. We then deep dive into the U.S election impact, inflation \u0026amp; are we entering a growth slowdown? Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/782f8804-3000-11ef-837a-53b6cc98c7c5/stripped_119455d4884bd0a7be08a91d5891731d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8244043548.mp3","size":56753006,"duration":"4729.42","uid":"BWG8244043548","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/782f8804-3000-11ef-837a-53b6cc98c7c5/id3/a92f0c2ec379e06bde4c9b2a3d29c9f7.mp3","id3FileProcessing":false,"id3FileSize":130831,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240622_OTM_RU_FIN-1.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-22T10:12:03.297Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/53Z5axZ8II6rS6jRKPpY88"},{"id":"5e7791e8-2dbe-11ef-a690-9fde0bba9854","createdAt":"2024-06-18T22:01:52.275Z","updatedAt":"2024-06-19T13:32:31.018Z","title":"Liquidity Will Soon Rise | Joe McCann","pubdate":"2024-06-19T13:32:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week Joe McCann joins the show for a discussion on the current backdrop for macro \u0026amp; crypto. As markets anticipate Fed rate cuts, will stocks \u0026amp; crypto continue to rally if a resurgence in liquidity is around the corner? Enjoy! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Joe: https://x.com/joemccann\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:08) Combining The Worlds Of Macro \u0026amp; Crypto\u003c/p\u003e\u003cp\u003e(09:46) The Crypto Thesis\u003c/p\u003e\u003cp\u003e(14:22) Solana\u003c/p\u003e\u003cp\u003e(21:53) Bitcoin\u003c/p\u003e\u003cp\u003e(25:18) Rate Cuts Are Coming\u003c/p\u003e\u003cp\u003e(31:00) Takeaways From FOMC\u003c/p\u003e\u003cp\u003e(39:30) Liquidity Is About To Resurge\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/5e7791e8-2dbe-11ef-a690-9fde0bba9854/stripped_37840efad615808e5b711b8776158d14.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6778917953.mp3","size":37169737,"duration":"2654.98","uid":"BWG6778917953","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/5e7791e8-2dbe-11ef-a690-9fde0bba9854/id3/d53592964f61dcf3e62076d2db41fd14.mp3","id3FileProcessing":false,"id3FileSize":131323,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240619_OTM_McCann_2.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-19T13:32:31.008Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7y7F79ou00TZ16s2kP6Wwd"},{"id":"53bf6592-2aa7-11ef-8869-f3ef0eed57af","createdAt":"2024-06-14T23:39:22.403Z","updatedAt":"2024-06-15T11:02:06.267Z","title":"What's The End Game For Inflation? | Weekly Roundup","pubdate":"2024-06-15T11:02:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, we discuss our takeaways from this weeks crucial CPI \u0026amp; PPI prints alongside the Fed's slightly hawkish FOMC meeting. We deep dive into the current market structure \u0026amp; discuss whether or not this rally could be about to enter a couple months of weakness? Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/53bf6592-2aa7-11ef-8869-f3ef0eed57af/stripped_b121d7fbcbfd3ab6236b4e755677435d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2486191350.mp3","size":54950400,"duration":"3925.03","uid":"BWG2486191350","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/53bf6592-2aa7-11ef-8869-f3ef0eed57af/id3/619d28def01ef2fa367ef5c1e2af948c.mp3","id3FileProcessing":false,"id3FileSize":130985,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240615_OTM_RU.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-15T11:02:06.256Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2sze1cWXHj1NE7j9JNd32q"},{"id":"446ed20e-2989-11ef-957b-97a7a44e2a64","createdAt":"2024-06-13T13:31:40.627Z","updatedAt":"2024-06-13T15:14:18.878Z","title":"Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang","pubdate":"2024-06-13T15:14:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data \u0026amp; Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 \u0026amp; why markets will actually crash up instead of down. Enjoy! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Joseph: https://x.com/FedGuy12\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:14) FOMC Meeting Takeaways\u003c/p\u003e\u003cp\u003e(10:30) The U.S Labour Market\u003c/p\u003e\u003cp\u003e(12:56) Mantra Ad\u003c/p\u003e\u003cp\u003e(14:05) Stocks Will Continue To Crush Bonds In 2024\u003c/p\u003e\u003cp\u003e(16:43) Rate Cuts Are Coming... And It's Bullish\u003c/p\u003e\u003cp\u003e(19:51) Gold, Commodities \u0026amp; Bitcoin\u003c/p\u003e\u003cp\u003e(23:45) Crypto's Wealth Effect\u003c/p\u003e\u003cp\u003e(27:55) Is There A Bear Case For Equities?\u003c/p\u003e\u003cp\u003e(30:14) Permissionless Ad\u003c/p\u003e\u003cp\u003e(30:52) Monetary Plumbing \u0026amp; The QT Taper\u003c/p\u003e\u003cp\u003e(34:32) Presidential Elections \u0026amp; Their Impact On Markets\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/446ed20e-2989-11ef-957b-97a7a44e2a64/stripped_5a2bf8411c5989e7b9e55bd8cbc1b9fa.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4041865747.mp3","size":33266468,"duration":"2376.18","uid":"BWG4041865747","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/446ed20e-2989-11ef-957b-97a7a44e2a64/id3/eefc238b72f49001e724819d57ebf7ad.mp3","id3FileProcessing":false,"id3FileSize":132101,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240613_OTM_Wang_FIN-FIX.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-13T15:12:06.362Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6ZQmG0zO6zrFkjQeeNeA10"},{"id":"190d9426-2518-11ef-b93d-2709602fa969","createdAt":"2024-06-07T21:51:30.082Z","updatedAt":"2024-06-08T10:57:17.745Z","title":"Beginning Of The Rate Cutting Cycle, Time To Be Bullish? | Weekly Roundup","pubdate":"2024-06-08T10:57:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, we discuss are we at the beginning of a global rate cutting cycle as the ECB, BoC \u0026amp; SNB have all lowered interest rates. How will this impact markets in the second half of 2024? Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Quinn: https://x.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/190d9426-2518-11ef-b93d-2709602fa969/stripped_0d8526ec685b10f1d691e3035f5050b2.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8212757545.mp3","size":45233006,"duration":"3769.42","uid":"BWG8212757545","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/190d9426-2518-11ef-b93d-2709602fa969/id3/1f12170e2e21a6d8aa1ef55dee6fb7b3.mp3","id3FileProcessing":false,"id3FileSize":130669,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240608_OTM_RU_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-08T10:57:17.733Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3QX2MwUBAPk22YtBjoieC3"},{"id":"0468b84a-2412-11ef-bef8-db695e219586","createdAt":"2024-06-06T14:35:27.318Z","updatedAt":"2024-06-06T15:05:19.503Z","title":"Exploring Crypto's Modular Path | Rex \u0026 NoSleepJon","pubdate":"2024-06-06T14:35:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eExpansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultural and technical aspects, and how this new ecosystem is poised to disrupt existing technologies. Thanks for tuning in!\u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eSubscribe on YouTube: \u003ca href=\"https://www.youtube.com/@expansionpod\"\u003ehttps://www.youtube.com/@expansionpod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eSubscribe on Apple: \u003ca href=\"https://t.co/QdU3g6YyHb\"\u003ehttp://apple.co/4bGKYYM\u003c/a\u003e \u003c/p\u003e\u003cp\u003eSubscribe on Spotify: \u003ca href=\"https://t.co/z3aE2ch3Aw\"\u003ehttp://spoti.fi/3Vaubq1\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFollow Zon: \u003ca href=\"https://x.com/ItsAlwaysZonny\"\u003ehttps://x.com/ItsAlwaysZonny\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Keone: \u003ca href=\"https://x.com/keoneHD\"\u003ehttps://x.com/keoneHD\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Rex: \u003ca href=\"https://x.com/LogarithmicRex\"\u003ehttps://x.com/LogarithmicRex\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow nosleepjon: \u003ca href=\"https://x.com/nosleepjon\"\u003ehttps://x.com/nosleepjon\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Expansion: \u003ca href=\"https://x.com/ExpansionPod_\"\u003ehttps://x.com/ExpansionPod_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: \u003ca href=\"https://blockworks.co/newsletter/\"\u003ehttps://blockworks.co/newsletter/\u003c/a\u003e \u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eTimestamps\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(05:07) Modularity in Crypto\u003c/p\u003e\u003cp\u003e(18:50) Sovereignty \u0026amp; ZK with Modularity\u003c/p\u003e\u003cp\u003e(25:30) Value Accrual in Crypto\u003c/p\u003e\u003cp\u003e(35:11) Surviving Fragmentation\u003c/p\u003e\u003cp\u003e(43:23) Modularity Ecosystem Competition\u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eDisclaimer\u003c/p\u003e\u003cp\u003eExpansion was kickstarted by a grant from the Celestia Foundation.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eNothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/0468b84a-2412-11ef-bef8-db695e219586/stripped_1c08e3d5b2882319900f79181760ab5b.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7161981632.mp3","size":39931245,"duration":"2852.23","uid":"BWG7161981632","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/0468b84a-2412-11ef-bef8-db695e219586/id3/871bb4f6fd0681a29f23c58e5fc87730.mp3","id3FileProcessing":false,"id3FileSize":131949,"parentId":null,"guid":null,"pubdateTimezone":"America/Chicago","originalFilename":"1c08e3d5b2882319900f79181760ab5b.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-06T15:05:05.934Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3lZYSp9VP7wsjWfCTUJ4gF"},{"id":"d2eb4a46-2356-11ef-abe6-0fb58b2a90b7","createdAt":"2024-06-05T16:15:28.418Z","updatedAt":"2024-06-05T16:30:05.215Z","title":"The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies","pubdate":"2024-06-05T16:30:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally \u0026amp; a pivotal FOMC next week. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Warren: https://x.com/WarrenPies\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:23) Oil, Rates \u0026amp; The Global Cutting Cycle\u003c/p\u003e\u003cp\u003e(15:58) Avalanche Ad\u003c/p\u003e\u003cp\u003e(17:19) Mantra Ad\u003c/p\u003e\u003cp\u003e(18:27) Inflation\u003c/p\u003e\u003cp\u003e(25:51) What To Expect Ahead Of FOMC\u003c/p\u003e\u003cp\u003e(32:25) Permissionless Ad\u003c/p\u003e\u003cp\u003e(33:11) Why Did The Fed Taper QT?\u003c/p\u003e\u003cp\u003e(39:37) The Deficit Impact\u003c/p\u003e\u003cp\u003e(42:54) Macro Doomerism\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d2eb4a46-2356-11ef-abe6-0fb58b2a90b7/stripped_d1e47b1154c6d1d9de9770ee4352749b.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6815319297.mp3","size":35007948,"duration":"2917.33","uid":"BWG6815319297","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d2eb4a46-2356-11ef-abe6-0fb58b2a90b7/id3/c60785d4bce4b0a229f6ce6180ab23ad.mp3","id3FileProcessing":false,"id3FileSize":132063,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240605_OTM_Pies_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-05T16:25:43.440Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1NXbCpeyu2KWPpG9YfTSbe"},{"id":"3f23f0a6-2342-11ef-bde2-0376e146de78","createdAt":"2024-06-05T13:48:10.539Z","updatedAt":"2024-06-05T14:52:10.350Z","title":"The Modular Integration Spectrum | Keone \u0026 Zon","pubdate":"2024-06-05T14:52:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/3f23f0a6-2342-11ef-bde2-0376e146de78/image/e697a2ab956b2f193abaa9ce24fafb12.png?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eIn this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!\u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eSubscribe on YouTube: \u003ca href=\"https://www.youtube.com/@expansionpod\"\u003ehttps://www.youtube.com/@expansionpod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eSubscribe on Apple: \u003ca href=\"https://t.co/QdU3g6YyHb\"\u003ehttp://apple.co/4bGKYYM\u003c/a\u003e \u003c/p\u003e\u003cp\u003eSubscribe on Spotify: \u003ca href=\"https://t.co/z3aE2ch3Aw\"\u003ehttp://spoti.fi/3Vaubq1\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFollow Zon: \u003ca href=\"https://x.com/ItsAlwaysZonny\"\u003ehttps://x.com/ItsAlwaysZonny\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Keone: \u003ca href=\"https://x.com/keoneHD\"\u003ehttps://x.com/keoneHD\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Rex: \u003ca href=\"https://x.com/LogarithmicRex\"\u003ehttps://x.com/LogarithmicRex\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow nosleepjon: \u003ca href=\"https://x.com/nosleepjon\"\u003ehttps://x.com/nosleepjon\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Expansion: \u003ca href=\"https://x.com/ExpansionPod_\"\u003ehttps://x.com/ExpansionPod_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: \u003ca href=\"https://blockworks.co/newsletter/\"\u003ehttps://blockworks.co/newsletter/\u003c/a\u003e \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(03:24) Modular vs Integrated\u003c/p\u003e\u003cp\u003e(11:47) Who are Appchains for?\u003c/p\u003e\u003cp\u003e(28:58) Composability in Modular World\u003c/p\u003e\u003cp\u003e(36:15) Monad's Endgame\u003c/p\u003e\u003cp\u003e(39:47) Importance of Decentralization\u003c/p\u003e\u003cp\u003e(48:05) Building Web3 Community\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eExpansion was kickstarted by a grant from the Celestia Foundation.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eNothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3f23f0a6-2342-11ef-bde2-0376e146de78/stripped_964abfc7bf72560bc8a4d5c997084a5e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5936987602.mp3","size":53627245,"duration":"3830.52","uid":"BWG5936987602","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3f23f0a6-2342-11ef-bde2-0376e146de78/id3/834833570d8c0edb08a192bbbb7f2697.mp3","id3FileProcessing":false,"id3FileSize":132019,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM-Expansion Episode-01 Copy 01.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-05T13:55:17.447Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6Men1xLbv0UPNbFgzmBMNH"},{"id":"9ed6a4ee-1f8c-11ef-9860-cf5b3aeba53e","createdAt":"2024-05-31T20:30:29.214Z","updatedAt":"2024-06-01T10:16:39.980Z","title":"The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup","pubdate":"2024-06-01T10:16:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is still a problem for most citizens \u0026amp; although we are not in a recession, we are very much so in a \"vibecession\". Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Jack: https://x.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9ed6a4ee-1f8c-11ef-9860-cf5b3aeba53e/stripped_163e6c51203b181fc32ebc031f8feefa.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9516243728.mp3","size":36044905,"duration":"3003.74","uid":"BWG9516243728","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9ed6a4ee-1f8c-11ef-9860-cf5b3aeba53e/id3/911985e4b7c5ac285b35653c3411c8cd.mp3","id3FileProcessing":false,"id3FileSize":131729,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240601_OTM_RU_FIN.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-06-01T10:16:39.968Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4qkniOteKIXNn8P09BZ86B"},{"id":"fb2985f8-1a15-11ef-a121-d3a99bd3bac7","createdAt":"2024-05-24T21:38:38.168Z","updatedAt":"2024-05-25T09:53:15.174Z","title":"The Ethereum ETF Turning Point | Weekly Roundup","pubdate":"2024-05-25T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss the Ethereum ETF approval \u0026amp; what it means for ETH the asset, crypto more broadly \u0026amp; U.S elections. We then deep dive into the bull thesis \u0026amp; discuss wether or not we are still bullish going into summer. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fb2985f8-1a15-11ef-a121-d3a99bd3bac7/stripped_25f1ee4fe1fb1e102d2348bbe0927fa6.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2556231951.mp3","size":47290305,"duration":"3940.86","uid":"BWG2556231951","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fb2985f8-1a15-11ef-a121-d3a99bd3bac7/id3/d83a7fcfb8a4356719986a40bb0f3b2f.mp3","id3FileProcessing":false,"id3FileSize":79750,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240525_OTM_RU.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-05-25T09:53:15.164Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3obmfrEjvzTgq4g1tgnMgp"},{"id":"11eb3566-1a0c-11ef-89ef-9f7768dcac6f","createdAt":"2024-05-24T20:27:41.390Z","updatedAt":"2024-05-24T21:09:19.440Z","title":"The Ethereum ETF Is Approved | Eric Balchunas \u0026 James Seyffart","pubdate":"2024-05-24T21:03:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eWe apologise for any video/audio issues this episode!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode Eric Balchunas \u0026amp; James Seyffart join the show to discuss the sudden Ethereum ETF approval shock that surprised markets this week. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Eric: https://x.com/EricBalchunas\u003c/p\u003e\u003cp\u003eFollow James: https://x.com/JSeyff\u003c/p\u003e\u003cp\u003eFollow Mike: https://x.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction \u003c/p\u003e\u003cp\u003e(01:12) The ETH Approval \u003c/p\u003e\u003cp\u003e(08:55) Demand For An ETH ETF \u003c/p\u003e\u003cp\u003e(14:02) Avalanche Ad\u003c/p\u003e\u003cp\u003e(15:23) Mantra Ad \u003c/p\u003e\u003cp\u003e(16:29) Will We See More ETFs?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/11eb3566-1a0c-11ef-89ef-9f7768dcac6f/stripped_2c2e398f25b7bd77dc5c8b2c8bae0d59.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3345799711.mp3","size":22386103,"duration":"1599.01","uid":"BWG3345799711","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/11eb3566-1a0c-11ef-89ef-9f7768dcac6f/id3/e0b6e192325945c0e57ff3710a92bdae.mp3","id3FileProcessing":false,"id3FileSize":79762,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OMT-05-24.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-05-24T21:09:19.431Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2amqjCgRWs6MN8Mj6m9lm0"},{"id":"bdd736cc-19e9-11ef-b1e4-e34709297fac","createdAt":"2024-05-24T16:21:57.429Z","updatedAt":"2024-05-24T16:32:16.454Z","title":"Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan","pubdate":"2024-05-24T16:32:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis episode Danny Dayan joins the show alongside Felix Jauvin for a discussion on the problem the Fed faces as inflation remains too high. Making the argument for another rate hike in 2024 vs consensus of rate cuts, we deep dive into financial conditions, the deficit impact, how the Fed broke the yield curve in 2021 \u0026amp; more. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Danny: https://x.com/DannyDayan5\u003c/p\u003e\u003cp\u003eFollow Felix: https://x.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e00:00 Introduction\u003c/p\u003e\u003cp\u003e01:21 Forget Rate Cuts, The Fed Will Hike Again\u003c/p\u003e\u003cp\u003e07:40 Financial Conditions Are Too Loose\u003c/p\u003e\u003cp\u003e11:29 Avalanche Ad\u003c/p\u003e\u003cp\u003e12:50 Mantra Ad\u003c/p\u003e\u003cp\u003e19:47 The Fed Broke The Yield Curve In 2021\u003c/p\u003e\u003cp\u003e34:31 Fiscal Deficits \u0026amp; The Credit Impulse\u003c/p\u003e\u003cp\u003e39:25 The U.S Debt Problem\u003c/p\u003e\u003cp\u003e43:09 Why Is China Buying So Much Gold?\u003c/p\u003e\u003cp\u003e47:18 Oil\u003c/p\u003e\u003cp\u003e50:26 How To Trade 2024?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/bdd736cc-19e9-11ef-b1e4-e34709297fac/stripped_a9af4c151571d77eeabcf2e00893578e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5340895740.mp3","size":41485166,"duration":"3457.1","uid":"BWG5340895740","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/bdd736cc-19e9-11ef-b1e4-e34709297fac/id3/9ad0d2e128dd14941d4f64d041f94db4.mp3","id3FileProcessing":false,"id3FileSize":79468,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240522_OTM_Dayan_FINAL_YT.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-05-24T16:21:58.814Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/74BiZ23fAiBv6P8oF2nw14"},{"id":"bac7653a-14a6-11ef-b49c-f795de1d57eb","createdAt":"2024-05-17T23:39:40.212Z","updatedAt":"2024-05-18T11:11:39.629Z","title":"The Biggest Risk Is A Market Melt-Up | Weekly Roundup","pubdate":"2024-05-18T11:11:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss the bullish setup for an everything rally. After a bullish CPI print, the return of roaring kitty \u0026amp; most macro event risk behind us, are animal spirits about to unleash once again in a 2021 style melt-up? Are we entering the \"banana zone\"... Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBuild anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/bac7653a-14a6-11ef-b49c-f795de1d57eb/stripped_19b398931c1c0c07e74f4841389d9ac4.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5866905879.mp3","size":51399576,"duration":"4283.3","uid":"BWG5866905879","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/bac7653a-14a6-11ef-b49c-f795de1d57eb/id3/86cd9a1d86bea9ca5512bdfdb0f32ee1.mp3","id3FileProcessing":false,"id3FileSize":79828,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240518_OTM_RU_MEGA.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-05-18T11:08:52.927Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4fpMaNqMS9GvvFhEQc9ciW"},{"id":"4a5fa55e-0f20-11ef-81ce-8f086206f5ab","createdAt":"2024-05-10T22:54:43.239Z","updatedAt":"2024-05-11T17:52:31.181Z","title":"What Stops The Runaway U.S Fiscal Trainwreck? | Weekly Roundup","pubdate":"2024-05-11T17:52:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss the current U.S fiscal situation. What impact will elections have on markets \u0026amp; the every growing U.S debt burden. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAvalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4a5fa55e-0f20-11ef-81ce-8f086206f5ab/stripped_8cc27713ae112591cc70a7b2ec5f91e5.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3945489809.mp3","size":51204598,"duration":"4267.05","uid":"BWG3945489809","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4a5fa55e-0f20-11ef-81ce-8f086206f5ab/id3/ab9e3eb794c3dbfa19e10416ec85db54.mp3","id3FileProcessing":false,"id3FileSize":80296,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240511_OTM_RU_FIN_FINAL_MEGA.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-05-11T17:52:31.165Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2e6MbcSttU90gKXAPGSgUb"},{"id":"0840de6c-099f-11ef-9f37-ff337c87df6a","createdAt":"2024-05-03T22:46:51.424Z","updatedAt":"2024-05-04T11:43:37.805Z","title":"Powell's Bullish Signal To Markets | Weekly Roundup","pubdate":"2024-05-04T11:43:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss the bullish setup post FOMC \u0026amp; QRA. We also discuss the rise of distrust in institutions, Japan's Minsky moment, the rise of passive \u0026amp; more. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/0840de6c-099f-11ef-9f37-ff337c87df6a/stripped_48c833ca1421a21659555d9da9a15c22.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3957881276.mp3","size":48888372,"duration":"4074.03","uid":"BWG3957881276","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/0840de6c-099f-11ef-9f37-ff337c87df6a/id3/2df9b5b0b8592faeff712d70d6d4acef.mp3","id3FileProcessing":false,"id3FileSize":78712,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20240504_OTM_RU-MEGA.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-05-04T11:43:37.792Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5OMYOFd7euR35oHnwAz4A8"},{"id":"4732ec40-080b-11ef-b145-1f6b174e4996","createdAt":"2024-05-01T22:36:40.354Z","updatedAt":"2024-05-01T22:42:59.204Z","title":"Surging Liquidity Is Fueling Higher Inflation | Bob Elliott","pubdate":"2024-05-01T22:36:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week Bob Elliott joins the show post FOMC to discuss what is driving markets in 2024. We discuss why inflation remaisn too high, why the bond market needs to tighten financial conditions \u0026amp; what's driving the huge rally in Gold. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Bob: \u003ca href=\"https://twitter.com/BobEUnlimited\"\u003ehttps://twitter.com/BobEUnlimited\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: \u003ca href=\"https://blockworks.co/event/permissionless-iii\"\u003ehttps://blockworks.co/event/permissionless-iii\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4732ec40-080b-11ef-b145-1f6b174e4996/stripped_8f2e8a82dcf07fea8ae6b05dcac57bf9.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6922051742.mp3","size":41056183,"duration":"2932.58","uid":"BWG6922051742","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4732ec40-080b-11ef-b145-1f6b174e4996/id3/66786b764be47e922e6daa6cb58e5ebb.mp3","id3FileProcessing":false,"id3FileSize":78842,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-05-01.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-05-01T22:38:57.640Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/41cybtFZly46wotkc3Eke4"},{"id":"98a1f1ee-0459-11ef-8fbf-7b268c45ab5c","createdAt":"2024-04-27T05:47:13.054Z","updatedAt":"2024-04-27T12:20:16.727Z","title":"Huge Earnings Beat For Big Tech | Weekly Roundup","pubdate":"2024-04-27T12:20:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss big tech earnings \u0026amp; the role of fiscal dominance on earnings growth. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/98a1f1ee-0459-11ef-8fbf-7b268c45ab5c/stripped_14075b7525fee8f3b1f383205ed2ac08.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9271469629.mp3","size":52129645,"duration":"3723.55","uid":"BWG9271469629","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/98a1f1ee-0459-11ef-8fbf-7b268c45ab5c/id3/1768d0325559d34c35f5db2cbee9396c.mp3","id3FileProcessing":false,"id3FileSize":78656,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM-RU-04-27.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-04-27T12:20:16.706Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1TWkvYN4Qe5GMQDT82PE5j"},{"id":"310e8158-01e0-11ef-8aa0-076511b2096d","createdAt":"2024-04-24T02:13:07.849Z","updatedAt":"2024-04-24T09:48:42.423Z","title":"Inflation Still Isn't Going Back To 2% | Vincent Deluard","pubdate":"2024-04-24T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining the show in February 2023, Vincent was an early inflationista making the case that inflation would not return to 2%. Well, one year later that call has been correct as inflation remains elevated above the Fed's 2% target. The question is, what happens next? Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Vincent: https://twitter.com/VincentDeluard\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction \u003c/p\u003e\u003cp\u003e(02:17) The Rise Of Secular Inflation \u003c/p\u003e\u003cp\u003e(10:50) Mantra Ad\u003c/p\u003e\u003cp\u003e(11:56) Geopolitical Risk, Oil \u0026amp; The Inflation Feedback Loop \u003c/p\u003e\u003cp\u003e(16:43) The U.S Dollar Is Still The Best Safe Haven \u003c/p\u003e\u003cp\u003e(21:21) The Rise Of Fiscal Dominance: Gradually, Then Suddenly \u003c/p\u003e\u003cp\u003e(26:08) The Inflation Spiral \u003c/p\u003e\u003cp\u003e(35:39) Permissionless Ad \u003c/p\u003e\u003cp\u003e(36:17) A Recession Free Future \u003c/p\u003e\u003cp\u003e(42:18) Oil\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/310e8158-01e0-11ef-8aa0-076511b2096d/stripped_a97854c0c6be2356028ca93832cf1f87.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1451615427.mp3","size":43732114,"duration":"3123.72","uid":"BWG1451615427","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/310e8158-01e0-11ef-8aa0-076511b2096d/id3/39b848fd5e6da4c814cf35f2bdd12e62.mp3","id3FileProcessing":false,"id3FileSize":79596,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-04-24.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-04-24T09:48:42.411Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3qVkdxje7zD0yNt4VyqOby"},{"id":"fd3bd382-feb8-11ee-93d5-d38a11c81406","createdAt":"2024-04-20T01:54:57.050Z","updatedAt":"2024-04-20T10:09:32.870Z","title":"The Bitcoin Halving Impact | Weekly Roundup","pubdate":"2024-04-20T10:09:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss the macro forces driving markets, the 2024 Bitcoin halving and the path forward for inflation. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fd3bd382-feb8-11ee-93d5-d38a11c81406/stripped_4981478e41d4ae0de105999dd0582bae.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1160064353.mp3","size":59091017,"duration":"4220.79","uid":"BWG1160064353","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fd3bd382-feb8-11ee-93d5-d38a11c81406/id3/023711bc3d555230756d0ad9dbf4dcd5.mp3","id3FileProcessing":false,"id3FileSize":78796,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM-RU-04-20.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-04-20T10:09:32.847Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2HEq2iGX89z1PEkMgRse1p"},{"id":"db4e3186-fc5e-11ee-9cbd-c783a9c58584","createdAt":"2024-04-17T02:04:43.050Z","updatedAt":"2024-04-17T13:22:40.752Z","title":"The 2024 Bitcoin Halving | Chris Kuiper","pubdate":"2024-04-17T10:12:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eWe apologize for video/audio lag in today's episode!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Chris Kuiper Director of Research at Fidelity Digital Assets joins the show for an overview of the Bitcoin market as the 4 year halving approaches. We discuss the ETF impact, current state of the crypto market, the liquidity cycle \u0026amp; what to expect post halving. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Chris: https://twitter.com/ChrisJKuiper\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:23) The Bitcoin ETF Impact\u003c/p\u003e\u003cp\u003e(04:27) The Bitcoin Halving\u003c/p\u003e\u003cp\u003e(13:06) Mantra Ad\u003c/p\u003e\u003cp\u003e(14:12) Is Retail Back?\u003c/p\u003e\u003cp\u003e(19:29) Volatility vs Store of Value\u003c/p\u003e\u003cp\u003e(30:24) Permissionless Ad\u003c/p\u003e\u003cp\u003e(31:02) Institutional Demand For Ethereum\u003c/p\u003e\u003cp\u003e(46:02) The Macro Backdrop For Bitcoin\u003c/p\u003e\u003cp\u003e(54:41) Where Are We In The Cycle?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/db4e3186-fc5e-11ee-9cbd-c783a9c58584/stripped_ef7b8a3f8761c24f0e53b66b5e0ef439.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7010981813.mp3","size":56408607,"duration":"3525.54","uid":"BWG7010981813","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/db4e3186-fc5e-11ee-9cbd-c783a9c58584/id3/c584f8bccbe3b1b8521c4dfaa6ac94f8.mp3","id3FileProcessing":false,"id3FileSize":79468,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM-04-17.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-04-17T13:22:40.736Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3MHYD4MVwWJTNYUcav1wMM"},{"id":"b7a90e02-f94a-11ee-a610-8b39c291771e","createdAt":"2024-04-13T04:02:59.812Z","updatedAt":"2024-04-13T11:31:00.047Z","title":"Surprise Inflationary Wrecking Ball Hits Markets | Weekly Roundup","pubdate":"2024-04-13T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss the hot inflation print which rocked markets. As the long end sold off, commodities continue drifting higher \u0026amp; rate cut expectations get pushed out could inflation be about to surprise markets? To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eJoin us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b7a90e02-f94a-11ee-a610-8b39c291771e/stripped_058084a2d163a6f8bce231d935651289.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8853260291.mp3","size":51326537,"duration":"3666.18","uid":"BWG8853260291","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b7a90e02-f94a-11ee-a610-8b39c291771e/id3/695d634ef76f230d8ef908764dc60687.mp3","id3FileProcessing":false,"id3FileSize":78054,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"Main.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-04-13T11:31:00.037Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/16I8dGMDUZxI9YRhyxpW03"},{"id":"0c7f5cca-f756-11ee-b5fd-eb22e8a843de","createdAt":"2024-04-10T16:19:04.265Z","updatedAt":"2024-04-11T08:00:26.470Z","title":"Rising Liquidity Is Fueling A Bull Market In Gold \u0026 Bitcoin (Part 2/2) | Lyn Alden \u0026 Luke Gromen","pubdate":"2024-04-11T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis is part 2/2 of our conversation with Lyn Alden \u0026amp; Luke Gromen. In this episode we deep dive into the path forward for inflation, the U.S Dollar, bonds \u0026amp; what is fueling the gold \u0026amp; Bitcoin bull market. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Lyn: https://twitter.com/LynAldenContact\u003c/p\u003e\u003cp\u003eFollow Luke: https://twitter.com/LukeGromen\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Inflation\u003c/p\u003e\u003cp\u003e(04:42) Oil \u0026amp; It's Impact On Inflation\u003c/p\u003e\u003cp\u003e(11:41) The U.S Dollar\u003c/p\u003e\u003cp\u003e(13:04) Mantra Ad\u003c/p\u003e\u003cp\u003e(14:09) Gold \u0026amp; Bitcoin\u003c/p\u003e\u003cp\u003e(24:28) The Bond Market\u003c/p\u003e\u003cp\u003e(33:25) Permissionless Ad\u003c/p\u003e\u003cp\u003e(34:03) Inflation vs Recession\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/0c7f5cca-f756-11ee-b5fd-eb22e8a843de/stripped_380424124d35ed6638a72ffb0391d7bd.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1200322660.mp3","size":28856425,"duration":"2404.7","uid":"BWG1200322660","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/0c7f5cca-f756-11ee-b5fd-eb22e8a843de/id3/078b5a3c56ebc02c7129946462aa63d2.mp3","id3FileProcessing":false,"id3FileSize":78942,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-04-10.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-04-11T08:00:26.456Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5JfIuKrnG1m8GTPEGXZPMj"},{"id":"e0d39c4a-f6f5-11ee-85cc-5b1db32d6b35","createdAt":"2024-04-10T04:50:39.335Z","updatedAt":"2024-04-10T06:29:27.239Z","title":"The U.S Debt End Game (Part 1/2) | Lyn Alden \u0026 Luke Gromen","pubdate":"2024-04-10T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Lyn Alden \u0026amp; Luke Gromen join the show to discuss the rise of fiscal dominance, the path forward for inflation \u0026amp; the end game for U.S debt. Part 2 of this discussion will be released tomorrow, so be sure to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Lyn: https://twitter.com/LynAldenContact\u003c/p\u003e\u003cp\u003eFollow Luke: https://twitter.com/LukeGromen\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFor a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:10) Gold, Real Rates \u0026amp; Russian FX Reserve Sanctions\u003c/p\u003e\u003cp\u003e(06:15) The Rise Of Fiscal Dominance\u003c/p\u003e\u003cp\u003e(16:08) Aura Ad\u003c/p\u003e\u003cp\u003e(17:25) Kinto Ad\u003c/p\u003e\u003cp\u003e(18:37) The Fed \u0026amp; Treasury End Game\u003c/p\u003e\u003cp\u003e(22:22) Fiscal Deficits Don't Matter, Until They Do...\u003c/p\u003e\u003cp\u003e(38:07) Permissionless III Ad\u003c/p\u003e\u003cp\u003e(38:45) Deglobalization\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e0d39c4a-f6f5-11ee-85cc-5b1db32d6b35/stripped_d572863b2e972a5035d3879980a47593.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7119820661.mp3","size":41485897,"duration":"2963.28","uid":"BWG7119820661","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e0d39c4a-f6f5-11ee-85cc-5b1db32d6b35/id3/a0a7b25fb51ad00329433bfd6d87b7a7.mp3","id3FileProcessing":false,"id3FileSize":80284,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-04-09.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-04-10T06:29:27.226Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/18tuHlWUdS2k8iYOsIR1Tw"},{"id":"4e12c9f8-f3ad-11ee-82a7-67004237ff0a","createdAt":"2024-04-06T00:33:35.870Z","updatedAt":"2024-04-06T13:00:56.114Z","title":"Will The Fed Cut Rates In 2024? | Weekly Roundup","pubdate":"2024-04-06T12:52:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss the potential headwinds for markets as the long end shows signs of selling off. Despite those headwinds, equities remain elevated with financial conditions loose. Will the Fed still be able to cut rates in 2024? \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4e12c9f8-f3ad-11ee-82a7-67004237ff0a/stripped_d05e655d29465e61e9b86f3f4780a76d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1244525513.mp3","size":55209325,"duration":"3943.52","uid":"BWG1244525513","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4e12c9f8-f3ad-11ee-82a7-67004237ff0a/id3/49303bf233149a697ab1e6e3188ac4af.mp3","id3FileProcessing":false,"id3FileSize":78838,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-04-05-2.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-04-06T13:00:55.425Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/11a4sEKVMkOezs2XGuFvPH"},{"id":"aeb0e29c-f158-11ee-9c3a-43e0e307a0d0","createdAt":"2024-04-03T01:22:48.420Z","updatedAt":"2024-04-03T12:54:03.214Z","title":"The Past, Present and Future of Crypto | DAS London 2024","pubdate":"2024-04-03T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis is a live panel taken from the 2024 Digital Asset Summit. Daniel Masters (CoinShares) \u0026amp; Jonathan Cheesman (Room 40 Capital) discuss the past, present \u0026amp; future of crypto. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Daniel: https://twitter.com/dannylmasters\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/aeb0e29c-f158-11ee-9c3a-43e0e307a0d0/stripped_1d109b072f3b5e4f5b0efdd7bc14984a.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1708726112.mp3","size":31004160,"duration":"2214.58","uid":"BWG1708726112","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/aeb0e29c-f158-11ee-9c3a-43e0e307a0d0/id3/eae52356b9c00d6acf27dd73002ccb85.mp3","id3FileProcessing":false,"id3FileSize":76864,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"DAS-London-Final_Panel.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-04-03T12:54:03.205Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2sJGHA9MeQlWVgVipzKtP7"},{"id":"f670c48c-ee86-11ee-8ac2-7fdb30a6baa6","createdAt":"2024-03-30T11:16:32.137Z","updatedAt":"2024-03-30T12:41:52.098Z","title":"Inflation's Role In The Fourth Turning | Weekly Roundup","pubdate":"2024-03-30T12:38:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Tyler is back from Vegas! We discuss the path ahead for inflation, political influence in markets \u0026amp; Neil Howe's popularized fourth turning thesis. To hear all this \u0026amp; more, you'll have to tune in! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFor a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f670c48c-ee86-11ee-8ac2-7fdb30a6baa6/stripped_0d2630314a7a7d141780af90fb89ac0c.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6589316611.mp3","size":42229969,"duration":"3519.16","uid":"BWG6589316611","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f670c48c-ee86-11ee-8ac2-7fdb30a6baa6/id3/41d43bcd3347fed69d37a062089f6886.mp3","id3FileProcessing":false,"id3FileSize":79176,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM-RU-03-30-2.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-30T12:41:52.074Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/32oNkD5XVT0NgviCVi25oh"},{"id":"96111ede-edff-11ee-85e6-1322ff2b437b","createdAt":"2024-03-29T19:07:28.412Z","updatedAt":"2024-03-29T19:25:33.442Z","title":" Trading the Next Crypto Bull Market | Avi Felman \u0026 Jonah Van Bourg","pubdate":"2024-03-29T20:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eWe gathered at DAS London to record the first ever live episode of 1000x. Mike, Avi \u0026amp; Jonah discuss where are we in the cycle, the ETF impact, Bitcoin's path to $100,000, is the alt L1 trade dead \u0026amp; of course meme coins.\u003c/p\u003e\u003cp\u003eBe sure to go follow the 1000x podcast if you enjoyed this episode!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Mike:\u003ca href=\"%20https://twitter.com/MikeIppolito_\"\u003e https://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Avi:\u003ca href=\"%20https://twitter.com/AviFelman\"\u003e https://twitter.com/AviFelman\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Jonah: \u003ca href=\"https://twitter.com/jvb_xyz\"\u003ehttps://twitter.com/jvb_xyz\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow 1000x: \u003ca href=\"https://twitter.com/1000xPod\"\u003ehttps://twitter.com/1000xPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\u003ca href=\"%20https://blockworks.co/newsletter/\"\u003e https://blockworks.co/newsletter/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003ePerennial is an on-chain derivatives protocol built from first principles to be a DeFi primitive. The core protocol is minimalist, flexible, and efficient, allowing Perennial to mold to the needs of many different users \u0026amp; use cases.\u003c/p\u003e\u003cp\u003ePerennial has a super efficient core protocol that lets LPs use native maker leverage — allowing $1mn in TVL to back to $5-10mn in Open interest. Trade and LP at: \u003ca href=\"https://perennial.finance/1000x\"\u003ehttps://perennial.finance/1000x\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: \u003ca href=\"https://bit.ly/3SnJI5r\"\u003ehttps://bit.ly/3SnJI5r\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at \u003ca href=\"https://engen.kinto.xyz\"\u003ehttps://engen.kinto.xyz\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing said on 1000x or On The Margin is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/96111ede-edff-11ee-85e6-1322ff2b437b/stripped_df7a894845eb1fa19d1deade4be93220.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5336344418.mp3","size":38415360,"duration":"2743.95","uid":"BWG5336344418","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/96111ede-edff-11ee-85e6-1322ff2b437b/id3/58513fa38ae3489007a300b89518a5e4.mp3","id3FileProcessing":false,"id3FileSize":80616,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"DAS-London-1000xPanel-v2.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-29T19:07:30.294Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5AlqositJnsjPOUxAHSjas"},{"id":"ce436dcc-ebc3-11ee-b751-73576437a2e7","createdAt":"2024-03-26T22:54:30.564Z","updatedAt":"2024-03-27T10:16:13.300Z","title":"The Game Changing Impact Of A Spot Bitcoin ETF | DAS London 2024","pubdate":"2024-03-27T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis is a live panel taken from the 2024 Digital Asset Summit. Matt Hougan (Bitwise), Leon Marshall (Galaxy), Michael Sonnenshein (Grayscale) \u0026amp; Tony Ashraf (BlackRock) discuss the game changing impact of a spot Bitcoin ETF. Enjoy!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFor a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Matt: https://twitter.com/Matt_Hougan\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/Sonnenshein\u003c/p\u003e\u003cp\u003eFollow Leon: https://twitter.com/LeonWMarshall\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ce436dcc-ebc3-11ee-b751-73576437a2e7/stripped_60bf11017b302ac67f08c73173b7cf88.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3783353485.mp3","size":36024685,"duration":"2573.19","uid":"BWG3783353485","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ce436dcc-ebc3-11ee-b751-73576437a2e7/id3/a9648eddd4d5168d42541c80538e9835.mp3","id3FileProcessing":false,"id3FileSize":78912,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"DAS-London-ETFPanel.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-27T10:16:13.292Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3wGZV3hR0W4ONUurgzGlw2"},{"id":"8c16ea16-e8b0-11ee-b139-4ff6d18b58c5","createdAt":"2024-03-23T00:59:05.598Z","updatedAt":"2024-03-23T11:38:24.571Z","title":"Fed Signals Rate Cuts In 2024 | Weekly Roundup","pubdate":"2024-03-23T11:37:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss Powell's dovish FOMC presser and the path forward for rate cuts in 2024. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8c16ea16-e8b0-11ee-b139-4ff6d18b58c5/stripped_09fc356528c749968f475a9111c985f4.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9223158164.mp3","size":54026971,"duration":"3859.07","uid":"BWG9223158164","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8c16ea16-e8b0-11ee-b139-4ff6d18b58c5/id3/2da567064a9de60a289f4187e7c7e93c.mp3","id3FileProcessing":false,"id3FileSize":78660,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM-RU-03-23.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-23T11:38:24.563Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/04aC12KhNHZQEuRwxXMrEe"},{"id":"9f1f01bc-e882-11ee-a0d2-73d3979dc662","createdAt":"2024-03-22T19:30:20.700Z","updatedAt":"2024-03-22T20:08:07.267Z","title":"The Biggest Macro Trade Of All-Time | Anthony Scaramucci \u0026 Dan Tapiero","pubdate":"2024-03-22T19:45:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis is a live panel taken from the 2024 Digital Asset Summit. Anthony Scaramucci \u0026amp; Dan Tapiero discuss the macro case for digital assets hosted by Noelle Acheson. Enjoy!\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Anthony: \u003ca href=\"https://twitter.com/Scaramucci\"\u003ehttps://twitter.com/Scaramucci\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Dan: \u003ca href=\"https://twitter.com/DTAPCAP\"\u003ehttps://twitter.com/DTAPCAP\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Noelle: \u003ca href=\"https://twitter.com/NoelleInMadrid\"\u003ehttps://twitter.com/NoelleInMadrid\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9f1f01bc-e882-11ee-a0d2-73d3979dc662/stripped_36290b9e3534b5a7f14ffa91dedff113.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2983019398.mp3","size":29259860,"duration":"2438.32","uid":"BWG2983019398","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9f1f01bc-e882-11ee-a0d2-73d3979dc662/id3/4948b23cd5a34cd96c52f9c4d567cb29.mp3","id3FileProcessing":false,"id3FileSize":77580,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"DAS-London-Panel-2.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-22T20:08:07.254Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1XKOsprOw0pi4wPc0eE9Ei"},{"id":"459d6bc2-e47e-11ee-b078-0bde05e28883","createdAt":"2024-03-17T16:49:07.890Z","updatedAt":"2024-03-20T10:39:11.606Z","title":"The Script: How To Kill Inflation | Andy Constan","pubdate":"2024-03-20T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week, Andy Constan Founder of Damped Spring joins the show for a discussion on what the Fed needs to do in their fight against inflation. As CPI prints continue to come in hot, financial conditions remain loose \u0026amp; markets melt-up, will the Fed be able to cut rates in 2024? To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFor a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Andy: https://twitter.com/dampedspring\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:49) Inflation\u003c/p\u003e\u003cp\u003e(06:38) Why Are Financial Conditions Loose?\u003c/p\u003e\u003cp\u003e(14:51) Aura Ad\u003c/p\u003e\u003cp\u003e(16:09) Mantra Ad\u003c/p\u003e\u003cp\u003e(17:15) The Script: The Only Way To Kill Inflation\u003c/p\u003e\u003cp\u003e(20:48) Stock Market Melt-Up\u003c/p\u003e\u003cp\u003e(30:10) Is The Banking System Healthy, Or Not?\u003c/p\u003e\u003cp\u003e(36:32) Looking Ahead To FOMC\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/459d6bc2-e47e-11ee-b078-0bde05e28883/stripped_955b1f823ce76db34f144092fadf2470.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5067495825.mp3","size":31636271,"duration":"2636.36","uid":"BWG5067495825","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/459d6bc2-e47e-11ee-b078-0bde05e28883/id3/5081f9c11395004b85d3a14af473814e.mp3","id3FileProcessing":false,"id3FileSize":79965,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-03-20.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-20T10:39:11.598Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5VAPFqYRc7UaTWHH88nINM"},{"id":"b1107614-e308-11ee-ad16-53e611e48d59","createdAt":"2024-03-15T20:14:56.384Z","updatedAt":"2024-03-16T09:53:48.777Z","title":"Inflation Remains High, Will The Fed Cut Rates In 2024? | Weekly Roundup","pubdate":"2024-03-16T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss the hot inflation prints (CPI, PPI) and their impact on markets. Will the Fed be able to cut rates with inflation remaining sticky \u0026amp; the economy still not showing meaningful signs of a slowdown. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b1107614-e308-11ee-ad16-53e611e48d59/stripped_ebb798d956c3da6a0f003db560851074.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3992704455.mp3","size":40163579,"duration":"3346.96","uid":"BWG3992704455","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b1107614-e308-11ee-ad16-53e611e48d59/id3/e9b8f0ac61a84d1d9a706c0d96c1ffd6.mp3","id3FileProcessing":false,"id3FileSize":79371,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM-RU-03-16.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-16T09:53:48.764Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4vNucJ3GnT6KkpjXwxrf4I"},{"id":"5b4e856a-e0e5-11ee-a8c1-9736ff5af71d","createdAt":"2024-03-13T02:56:57.772Z","updatedAt":"2024-03-13T10:26:49.206Z","title":"Who Is Buying The Bitcoin ETFs? | Eric Balchunas \u0026 Jim Bianco","pubdate":"2024-03-13T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eOn today's episode Eric Balchunas \u0026amp; Jim Bianco join the show for a debate on the Bitcoin ETF impact. We discuss who is actually buying ETFs, whether Bitcoin ETF investors are passive flows vs hot money \u0026amp; does the ETF represent failure from the original promise of Bitcoin. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFor a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Eric: https://twitter.com/EricBalchunas\u003c/p\u003e\u003cp\u003eFollow Jim: https://twitter.com/biancoresearch\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:30) Who Is Buying The Bitcoin ETF?\u003c/p\u003e\u003cp\u003e(16:03) Aura ad\u003c/p\u003e\u003cp\u003e(17:20) Mantra Ad\u003c/p\u003e\u003cp\u003e(18:26) Cash Redemption vs In-Kind Transfer\u003c/p\u003e\u003cp\u003e(28:38) The GBTC Outflows\u003c/p\u003e\u003cp\u003e(33:05) Passive Flows vs Hot Money\u003c/p\u003e\u003cp\u003e(43:01) Vanguard\u003c/p\u003e\u003cp\u003e(51:45) Why Do Younger Generations Buy Crypto?\u003c/p\u003e\u003cp\u003e(01:00:52) Does The ETF Represent Failure?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/5b4e856a-e0e5-11ee-a8c1-9736ff5af71d/stripped_67b91ffc906565d6b22bd6add65d53a9.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5753619409.mp3","size":73388251,"duration":"5242.02","uid":"BWG5753619409","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/5b4e856a-e0e5-11ee-a8c1-9736ff5af71d/id3/12086b50ebbb78bbc449d18b1a6cae99.mp3","id3FileProcessing":false,"id3FileSize":80173,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-03-13.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-13T10:26:49.195Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7cXtSwOsD56l5EPJfVDdjU"},{"id":"7ae7ecec-ddd2-11ee-b4b6-332a5bb1966b","createdAt":"2024-03-09T05:04:16.863Z","updatedAt":"2024-03-09T10:42:30.675Z","title":"Bitcoin Breaks A New All-Time High | Weekly Roundup","pubdate":"2024-03-09T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week we discuss the recent crypto market action as Bitcoin briefly crosses a new all-time high. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7ae7ecec-ddd2-11ee-b4b6-332a5bb1966b/stripped_b4e2d624d659ad662a5a110e57342b3f.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7490446621.mp3","size":51805518,"duration":"4317.13","uid":"BWG7490446621","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7ae7ecec-ddd2-11ee-b4b6-332a5bb1966b/id3/adf3ea096942d84a80ddf475bb70b526.mp3","id3FileProcessing":false,"id3FileSize":79815,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-03-09.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-09T10:42:30.667Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1c1rEhQPHFcyytg9T6788d"},{"id":"c4a76902-dc97-11ee-8170-fb61af2a0282","createdAt":"2024-03-07T15:31:29.103Z","updatedAt":"2024-03-07T19:26:40.133Z","title":"The Bitcoin ETF Unlock's Huge Inflows | Dan Tapiero","pubdate":"2024-03-07T16:10:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week, Dan Tapiero Founder of 10T Holdings joins the show for a discussion on the current Bitcoin, macro \u0026amp; crypto landscape as Bitcoin briefly crossed it's prior all-time high. We deep dive into the massive unlock approval of the Bitcoin ETFs create as inflows continue to climb higher. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFor a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription. Visit https://aura.com/blockworks to sign up for your free trial.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eKinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eKinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at https://engen.kinto.xyz\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Dan: https://twitter.com/DTAPCAP\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:21) Why Dan Was Bullish In 2022\u003c/p\u003e\u003cp\u003e(12:32) Aura Ad\u003c/p\u003e\u003cp\u003e(13:50) Kinto Ad\u003c/p\u003e\u003cp\u003e(15:02) The Bitcoin ETF\u003c/p\u003e\u003cp\u003e(21:02) Crypto's Path To $10 Trillion\u003c/p\u003e\u003cp\u003e(29:38) 2024 Macro Update\u003c/p\u003e\u003cp\u003e(48:06) Where Are We In The Cycle?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/c4a76902-dc97-11ee-8170-fb61af2a0282/stripped_bd7794281c1a4cd9f17926cb7bf6fc09.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5411555931.mp3","size":43777254,"duration":"3648.1","uid":"BWG5411555931","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/c4a76902-dc97-11ee-8170-fb61af2a0282/id3/b9d5d03217ed6ede8a25be1e90fc8fdb.mp3","id3FileProcessing":false,"id3FileSize":80077,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM-RU-03-07.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-07T19:26:40.119Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0LlBEIC6GvAVMtIUGFpD0i"},{"id":"9a716408-d855-11ee-87b5-2b77ebf6cc7f","createdAt":"2024-03-02T05:27:46.868Z","updatedAt":"2024-03-02T11:18:53.906Z","title":"The Bitcoin ETF Impact, Market Melt-Up Continues | Weekly Roundup ","pubdate":"2024-03-02T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eGm bulls! This week we discuss the positive price action within crypto, as markets broadly continue to melt-up. With Bitcoin ETF inflows remaining high, the economy running hot \u0026amp; investors taking on more risk, what happens next? To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9a716408-d855-11ee-87b5-2b77ebf6cc7f/stripped_d2365d09ae194cd819e70b71a023d2f8.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1700355480.mp3","size":52935262,"duration":"4411.27","uid":"BWG1700355480","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9a716408-d855-11ee-87b5-2b77ebf6cc7f/id3/5f7b86b466e1fd93fa9d3e71317cfa88.mp3","id3FileProcessing":false,"id3FileSize":79883,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-03-02.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-03-02T11:18:53.888Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1qVNJouLNVxhpNbEoyJD1i"},{"id":"2221d094-d5d2-11ee-9aff-f398a1400a49","createdAt":"2024-02-28T00:41:38.618Z","updatedAt":"2024-02-28T10:18:27.655Z","title":"A Deep Dive Into Coinbase's Earnings Beat | Alyssa Choo","pubdate":"2024-02-28T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Alyssa Choo Crypto Equities Specialist at Bitwise joins the show for a deep dive into some of the recent crypto equities earnings results. We discuss Coinbase's blowout earnings beat, the state of Bitcoin miners \u0026amp; the bullish tailwinds as crypto markets continue climbing higher. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Alyssa: https://twitter.com/alyssachoo_\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:30) Coinbase\u003c/p\u003e\u003cp\u003e(06:27) Coinbase's Global Expansion\u003c/p\u003e\u003cp\u003e(09:23) Perpetual Futures\u003c/p\u003e\u003cp\u003e(13:04) Mantra Ad\u003c/p\u003e\u003cp\u003e(14:24) Coinbase's Revenue Breakdown\u003c/p\u003e\u003cp\u003e(22:56) Bitcoin ETFs\u003c/p\u003e\u003cp\u003e(24:59) FASB Accounting\u003c/p\u003e\u003cp\u003e(27:34) DAS London Plug\u003c/p\u003e\u003cp\u003e(28:50) Bitcoin Miners\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2221d094-d5d2-11ee-9aff-f398a1400a49/stripped_74743803a9e967e1edb7d0b1c85fe423.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3837767983.mp3","size":31046217,"duration":"2217.59","uid":"BWG3837767983","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2221d094-d5d2-11ee-9aff-f398a1400a49/id3/e0ceb02a4c29e662393888324c167cc7.mp3","id3FileProcessing":false,"id3FileSize":80165,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-02-28.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-02-28T10:18:27.646Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5NbZhiCS3l3raBQrNdBsog"},{"id":"a119bc98-d2be-11ee-baa4-5fdc1b4eb7dc","createdAt":"2024-02-24T02:44:28.216Z","updatedAt":"2024-02-26T10:06:38.038Z","title":"Stock Market Melt-Up Continues, Nvidia Earnings Beat | Weekly Roundup","pubdate":"2024-02-24T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Tyler Neville \u0026amp; Quinn Thompson join the show to discuss the continued rally in markets as Nvidia beat earnings expectations once again. We also discuss the current state of crypto markets, troubles looming in commercial real estate, Reddit's Bitcoin \u0026amp; Ethereum purchases \u0026amp; more!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Tyler: https://twitter.com/Tyler_Neville_\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/a119bc98-d2be-11ee-baa4-5fdc1b4eb7dc/stripped_c509e01b7517110de2db66f07d80cf2d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6697661265.mp3","size":43283540,"duration":"3606.96","uid":"BWG6697661265","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/a119bc98-d2be-11ee-baa4-5fdc1b4eb7dc/id3/97dfddb8c1be302e90ec935175a639d2.mp3","id3FileProcessing":false,"id3FileSize":79155,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-02-24.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-02-26T10:06:38.028Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0XbIY6JAUM6m9YIMvJD1yk"},{"id":"f611b04e-d079-11ee-9b70-db098531b442","createdAt":"2024-02-21T05:27:53.187Z","updatedAt":"2024-02-21T12:33:16.794Z","title":"Bitcoin ETF Inflows Remain High, Coinbase Beat Earnings | Quinn Thompson","pubdate":"2024-02-21T12:25:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Quinn Thompson CIO at Lekker Research joins the show to discuss the bullish catalysts for crypto in 2024 as ETF inflows remain high, Coinbase beats earnings estimates \u0026amp; stock markets continue to reach new all time highs. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Quinn: https://twitter.com/qthomp\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:29) Coinbase Earnings\u003c/p\u003e\u003cp\u003e(17:37) MANTRA Ad\u003c/p\u003e\u003cp\u003e(18:58) Bitcoin ETFs Update\u003c/p\u003e\u003cp\u003e(22:55) The Bitcoin Halving\u003c/p\u003e\u003cp\u003e(30:04) Are \"Animal Spirits\" Back?\u003c/p\u003e\u003cp\u003e(36:34) DAS London Plug\u003c/p\u003e\u003cp\u003e(37:50) The Ethereum ETF\u003c/p\u003e\u003cp\u003e(45:50) The 2024 Macro Outlook\u003c/p\u003e\u003cp\u003e(48:39) The Rise Of Fiscal Dominance\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f611b04e-d079-11ee-9b70-db098531b442/stripped_1f975d1de5b80b50713be1c88390e723.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8605072136.mp3","size":42125897,"duration":"3510.49","uid":"BWG8605072136","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f611b04e-d079-11ee-9b70-db098531b442/id3/39ccf5574166d3fa7cb636dc85b93d92.mp3","id3FileProcessing":false,"id3FileSize":83255,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-02-21.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-02-21T12:33:16.793Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4IfwLs4ucxW2mu4u9VJFx2"},{"id":"7049b4bc-cd21-11ee-9613-23d41da75abd","createdAt":"2024-02-16T23:16:39.543Z","updatedAt":"2024-02-17T11:35:18.218Z","title":"Huge Bitcoin ETF Inflows, Coinbase Earnings Beat | Weekly Roundup","pubdate":"2024-02-17T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the continued Bitcoin ETF inflows as they surpass $4 billion and increasing each day. We then deep dive into the huge earnings beat from Coinbase \u0026amp; the path forward for 2024 as the Bitcoin halving approaches. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. 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We deep dive into the mechanics of the GBTC arbitrage trade, the role of Bitcoin lenders (BlockFi, Genesis) \u0026amp; how the unwind of the GBTC widowmaker trade dragged down the industry in 2021 - 2022.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe then compare to todays market conditions and why 2024 \u0026amp; beyond may be a more sustainable market environment for crypto. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eRead David's thread here: https://twitter.com/0xZergs/status/1746126672451993999?s=20\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the \"blockchain for tokenized RWAs and regulated digital assets,\" MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow David: https://twitter.com/0xZergs\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:47) The GBTC Arbitrage Trade\u003c/p\u003e\u003cp\u003e(08:44) Structure Of The Trade\u003c/p\u003e\u003cp\u003e(15:24) BlockFi, Genesis \u0026amp; GBTC\u003c/p\u003e\u003cp\u003e(19:18) MANTRA Ad\u003c/p\u003e\u003cp\u003e(20:39) The Bitcoin Lending Market\u003c/p\u003e\u003cp\u003e(23:11) When The GBTC Trade Started To Spiral\u003c/p\u003e\u003cp\u003e(29:29) DAS London Plug\u003c/p\u003e\u003cp\u003e(30:45) Unwinding The Trade\u003c/p\u003e\u003cp\u003e(38:53) Current State Of The Market\u003c/p\u003e\u003cp\u003e(46:10) Final Thoughts\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/04df4308-cae8-11ee-8d3e-0b8d3aee3d75/stripped_acff0793561d167c34122c6767872677.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1233208644.mp3","size":35852748,"duration":"2987.73","uid":"BWG1233208644","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/04df4308-cae8-11ee-8d3e-0b8d3aee3d75/id3/2695696a4ae53b69de48beab6e3e7844.mp3","id3FileProcessing":false,"id3FileSize":84045,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-02-14.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-02-14T16:39:00.653Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7CBEbYzRl00twIO8x74dWu"},{"id":"2a69f734-c7d3-11ee-8cd0-e7a1165f542a","createdAt":"2024-02-10T05:13:45.751Z","updatedAt":"2024-02-10T13:33:56.710Z","title":"Bitcoin ETF Inflows Continue | Weekly Roundup","pubdate":"2024-02-10T14:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark give an update on the Bitcoin ETFs as Grayscale outflows continue to slow down, as Bitcoin approaches $50,000 \u0026amp; stock markets continue to reach new record highs. To hear all this \u0026amp; more, you'll have to tune in! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2a69f734-c7d3-11ee-8cd0-e7a1165f542a/stripped_d7c13b41ad15e92d44c72e985015cac3.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8826989292.mp3","size":34564075,"duration":"2880.34","uid":"BWG8826989292","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2a69f734-c7d3-11ee-8cd0-e7a1165f542a/id3/40fafa30aa4c7ea812db5f69f1aa1e21.mp3","id3FileProcessing":false,"id3FileSize":82007,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"descript otm ru 10th feb final.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-02-10T13:33:56.180Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5OCb2yQfJnH1RgbxQRm7Vw"},{"id":"c06dc532-c583-11ee-9808-5fbb66e5d053","createdAt":"2024-02-07T06:40:15.374Z","updatedAt":"2024-02-07T14:01:25.138Z","title":"The Bullish 2024 Thesis With Travis Kling ","pubdate":"2024-02-07T14:01:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Travis Kling CIO of Ikigai Asset Management joins the show for a discussion on his bullish thesis for 2024. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith Stock markets at all-time highs, a rate cutting cycle expected in 2024 \u0026amp; the approval of Bitcoin ETFs, Travis makes the case that he expects potential tailwinds into the coming year for both crypto \u0026amp; markets broadly. To hear all this \u0026amp; more, you'll have to tune in! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Travis: https://twitter.com/Travis_Kling\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:37) Travis' 2024 Thesis\u003c/p\u003e\u003cp\u003e(03:10) DAS London Plug\u003c/p\u003e\u003cp\u003e(04:27) Stock Markets Break ATHs, What About Crypto?\u003c/p\u003e\u003cp\u003e(14:05) The Bitcoin ETFs\u003c/p\u003e\u003cp\u003e(20:54) Trading Crypto Cycles\u003c/p\u003e\u003cp\u003e(26:07) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(26:55) Financial Nihilism\u003c/p\u003e\u003cp\u003e(39:26) Valuation \u0026amp; Reflexivity In Crypto\u003c/p\u003e\u003cp\u003e(45:02) Infrastructure vs Applications\u003c/p\u003e\u003cp\u003e(52:51) Can Crypto Disrupt Walled Gardens?\u003c/p\u003e\u003cp\u003e(56:36) Travis' Macro Outlook In 2024\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/c06dc532-c583-11ee-9808-5fbb66e5d053/stripped_94abd6929615431c911829a06a9b51c1.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8224247207.mp3","size":47314756,"duration":"3942.9","uid":"BWG8224247207","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/c06dc532-c583-11ee-9808-5fbb66e5d053/id3/3b91b69c92e31b446abb458219522e00.mp3","id3FileProcessing":false,"id3FileSize":82975,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-02-07-v2.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-02-07T14:01:03.873Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5996DMPw9gPgYMXIFFWhcd"},{"id":"64be3ad0-c256-11ee-8064-6780377c7326","createdAt":"2024-02-03T05:38:00.712Z","updatedAt":"2024-02-03T11:17:21.527Z","title":"Grayscale's Bitcoin ETF Outflows Begin To Slow, What Happens Next?","pubdate":"2024-02-03T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark give an update on the Bitcoin ETFs as Grayscale outflows begin to slow down. We then discuss this weeks FOMC, the QRA \u0026amp; Meta's blowout earnings. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. 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Learn more about VanEck Bitcoin Trust (HODL) http://vaneck.com/HODLFG.\u003c/p\u003e\u003cp\u003eVanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Joseph Wang CIO at Monetary Macro joins the show to discuss the latest in markets after Jerome Powell's FOMC conference.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Joseph: https://twitter.com/FedGuy12\u003c/p\u003e\u003cp\u003eFollow Jack: https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:41) Joseph's View on Jan FOMC: \"This Was A Hawkish Fed Conference\"\u003c/p\u003e\u003cp\u003e(07:51) Joseph's View On Asset Prices\u003c/p\u003e\u003cp\u003e(10:04) Joseph's View on Rates\u003c/p\u003e\u003cp\u003e(20:52) Vaneck Ad\u003c/p\u003e\u003cp\u003e(21:37) The Plumbing Of How The Government \u0026amp; Fed Prints Money\u003c/p\u003e\u003cp\u003e(32:41) Treasury Issuance (QRA, Quarterly Refunding Announcement)\u003c/p\u003e\u003cp\u003e(39:01) Joseph's View on Fed's Quantitative Tightening (QT): Taper Could Likely Begin In Q4 2024\u003c/p\u003e\u003cp\u003e(44:57) Fed's Plan For Discount Window \u0026amp; End Of Bank Term Funding Program (BTFP)\u003c/p\u003e\u003cp\u003e(49:31) Joseph Wang: Fiscal Deficits Will Likely Continue To Fuel Bull Market In Risk Assets\u003c/p\u003e\u003cp\u003e(52:19) Concentration of Stock Market Rally\u003c/p\u003e\u003cp\u003e(01:00:12) Jack Puts On Tin Foil Hat Re: Fed Language \u0026amp; New York Community Bank (NYCB)\u003c/p\u003e\u003cp\u003e(01:02:44) Closing Thoughts: Plumbing People Are Not Always Bearish!!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b11f4dfc-c093-11ee-bd98-d7332083a196/stripped_a5baa412ed3b5f3c125bc460c982c98e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2345205234.mp3","size":46581551,"duration":"3881.8","uid":"BWG2345205234","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b11f4dfc-c093-11ee-bd98-d7332083a196/id3/4391689d7cfbf9b04ab3b9eb6c27f84c.mp3","id3FileProcessing":false,"id3FileSize":75385,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20240131_OTM_Wang-Ippolito FOMC_3_FIX.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-02-01T00:01:07.280Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6ANFqyEg3jFwAHwSkZ6JaI"},{"id":"2a9451de-bcb9-11ee-be8f-673ef13d5ed9","createdAt":"2024-01-27T02:09:56.305Z","updatedAt":"2024-01-27T09:55:03.387Z","title":"Financial Conditions Remain Loose, Liquidity Has Surged | Mark Yusko","pubdate":"2024-01-27T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss Tesla's disappointing earnings, the stock market rally as liquidity has resurged \u0026amp; the current state of the Bitcoin \u0026amp; crypto markets. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2a9451de-bcb9-11ee-be8f-673ef13d5ed9/stripped_8ee4d275c839356176a071251a5d2965.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9905232636.mp3","size":55229545,"duration":"4602.46","uid":"BWG9905232636","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2a9451de-bcb9-11ee-be8f-673ef13d5ed9/id3/cdbe5868294001d63be7aa756c280378.mp3","id3FileProcessing":false,"id3FileSize":73457,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-01-27.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-01-27T09:55:03.352Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0E1Qofiy6OtUiYz8FVe7K2"},{"id":"3d423620-bac0-11ee-a19d-136b519eac5d","createdAt":"2024-01-24T13:55:31.815Z","updatedAt":"2024-01-24T14:01:29.264Z","title":"The Stock Market Is Pricing In A Soft Landing | Darius Dale","pubdate":"2024-01-24T13:55:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Darius Dale Founder of 42 Macro joins the show for a discussion on the current state of asset markets.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith the recession that never came to be, stock markets hovering around all time highs \u0026amp; Fed rate cuts in 2024, Darius makes the case that markets are pricing in goldilocks \u0026amp; a 2024 soft landing. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Darius: https://twitter.com/DariusDale42\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:39) Markets Are Pricing Goldilocks\u003c/p\u003e\u003cp\u003e(06:29) The Recession That Never Came To Be\u003c/p\u003e\u003cp\u003e(10:55) DAS London Plug\u003c/p\u003e\u003cp\u003e(12:11) 2024 Elections \u0026amp; Janet Yellen's Liquidity Supportive Impulse\u003c/p\u003e\u003cp\u003e(15:25) The Highest Probability Is A Soft Landing In 2024\u003c/p\u003e\u003cp\u003e(21:10) Inflation\u003c/p\u003e\u003cp\u003e(27:06) Rate Cuts In 2024\u003c/p\u003e\u003cp\u003e(30:10) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(30:58) Oil\u003c/p\u003e\u003cp\u003e(33:21) What Is Happening In China?\u003c/p\u003e\u003cp\u003e(39:56) Bitcoin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3d423620-bac0-11ee-a19d-136b519eac5d/stripped_cca076ea4e2b269ae026a7d592621a21.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5464784027.mp3","size":41464320,"duration":"2961.74","uid":"BWG5464784027","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3d423620-bac0-11ee-a19d-136b519eac5d/id3/fca4d31e52c81a8ce311867fb7d3aa46.mp3","id3FileProcessing":false,"id3FileSize":74389,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-01-24.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-01-24T13:55:32.849Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2FGIGIqiqJ0atiui9iir46"},{"id":"4e0c0f24-b72f-11ee-a76a-23c502997fc5","createdAt":"2024-01-20T01:00:29.443Z","updatedAt":"2024-01-23T14:49:52.928Z","title":"The Bitcoin ETFs Attract Billions, Grayscale Outflows Continue","pubdate":"2024-01-20T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss whether the Bitcoin ETFs were successful or not? Despite large flows into the Bitcoin ETF products, outflows from Grayscale's ETF have contributed to price declines post ETF launch. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. 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Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4e0c0f24-b72f-11ee-a76a-23c502997fc5/stripped_ce2ff78e03537b36104e86f5a18ce994.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3104928750.mp3","size":35132082,"duration":"2927.67","uid":"BWG3104928750","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4e0c0f24-b72f-11ee-a76a-23c502997fc5/id3/a24504e92559fdf0f48cd27d52c6ec64.mp3","id3FileProcessing":false,"id3FileSize":73525,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-01-20.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-01-23T14:49:52.907Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6ozZlknLXe10EfdaVjZqfc"},{"id":"889582ca-b4ea-11ee-b7a8-d75f81e4f9ed","createdAt":"2024-01-17T03:43:10.056Z","updatedAt":"2024-01-23T14:49:38.916Z","title":"Bitcoin's Role In The Debt End Game | Jonah Van Bourg","pubdate":"2024-01-17T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Jonah Van Bourg Director at Onyx \u0026amp; Former Global Head of Trading at DRW joins the show for a discussion on his 2024 outlook for both commodity and crypto markets. We deep dive into Jonah's Bitcoin thesis, the U.S debt end game \u0026amp; the outlook for an Ethereum ETF in 2024 \u0026amp; beyond. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAccess liquidity on centralised exchanges through Copper’s off-exchange collateral management and settlement solution. To find out more about ClearLoop visit: https://bit.ly/3SnJI5r\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Jonah: https://twitter.com/jvb_xyz\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-a...\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction \u003c/p\u003e\u003cp\u003e(05:05) Trading Crypto \u0026amp; Commodities\u003c/p\u003e\u003cp\u003e(14:03) Copper Ad\u003c/p\u003e\u003cp\u003e(18:04) Macro Outlook In 2024\u003c/p\u003e\u003cp\u003e(28:22) The Debt End Game\u003c/p\u003e\u003cp\u003e(31:05) The Bitcoin ETFs\u003c/p\u003e\u003cp\u003e(35:55) Das London Plug\u003c/p\u003e\u003cp\u003e(37:12) The Bitcoin Thesis \u003c/p\u003e\u003cp\u003e(44:53) The Crypto Thesis \u003c/p\u003e\u003cp\u003e(48:54) Ethereum ETF\u003c/p\u003e\u003cp\u003e(55:18) Final Thoughts \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/889582ca-b4ea-11ee-b7a8-d75f81e4f9ed/stripped_4434c6b07dec0af30054e4382b8f66c3.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4931762585.mp3","size":49976320,"duration":"3569.74","uid":"BWG4931762585","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/889582ca-b4ea-11ee-b7a8-d75f81e4f9ed/id3/ef4408da843808ee1d351cea8ed07962.mp3","id3FileProcessing":false,"id3FileSize":74395,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-01-17.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-01-23T14:49:38.903Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3u5DYJmA1QpBiQgl99NQ6v"},{"id":"4b1ea3da-b1a8-11ee-b2fc-03162fd39c08","createdAt":"2024-01-13T00:11:26.668Z","updatedAt":"2024-01-13T10:13:08.808Z","title":"The Bitcoin ETFs Launch | Weekly Roundup ","pubdate":"2024-01-13T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://spoti.fi/46WWQ6T\"\u003ehttps://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the first day of trading since the Bitcoin ETFs launched. We dive into the flows, volume traded \u0026amp; Vanguards decision to not allow trading of the ETFs on their platform. We then break down this weeks inflation data \u0026amp; what it could mean for the Fed in 2024. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://twitter.com/MarkYusko\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/00346ff8-b027-11ee-8b37-47b7f0f96558/%20https://twitter.com/blockworks_\"\u003e https://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. \u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4b1ea3da-b1a8-11ee-b2fc-03162fd39c08/stripped_601ea324203859775bd897ca2ba804a6.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7809893802.mp3","size":41978880,"duration":"3498.24","uid":"BWG7809893802","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4b1ea3da-b1a8-11ee-b2fc-03162fd39c08/id3/a3273a249e2655147eb3ac390765b7ee.mp3","id3FileProcessing":false,"id3FileSize":83011,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-01-13.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-01-13T10:13:08.796Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/241iRo6g9ZsEJ7KdGd2UnD"},{"id":"00346ff8-b027-11ee-8b37-47b7f0f96558","createdAt":"2024-01-11T02:13:24.763Z","updatedAt":"2024-01-11T10:12:13.477Z","title":"Bitcoin ETF Is Approved.. For Real This Time ","pubdate":"2024-01-11T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://spoti.fi/46WWQ6T\"\u003ehttps://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMark Yusko \u0026amp; Michael Anderson join the show for a livestream after the SEC’s approval of the Bitcoin ETF.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://twitter.com/MarkYusko\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow: Michael:\u003ca href=\"%20https://twitter.com/im_manderson\"\u003e https://twitter.com/im_manderson\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks:\u003ca href=\"%20https://twitter.com/blockworks_\"\u003e https://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. \u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/00346ff8-b027-11ee-8b37-47b7f0f96558/stripped_a4a3ce2bd707a316a558c11899876d6e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2069898773.mp3","size":42813910,"duration":"4281.39","uid":"BWG2069898773","originalUrl":null,"bitrate":80,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/00346ff8-b027-11ee-8b37-47b7f0f96558/id3/d24b651fba8f2111f766383d0d972451.mp3","id3FileProcessing":false,"id3FileSize":82417,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"Bitcoin ETF Is Approved.. For Real This Time.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-01-11T10:12:13.459Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/416RtL9mdDujhQkK2vwkXM"},{"id":"b88c1f54-b006-11ee-8472-3bb91471897b","createdAt":"2024-01-10T22:22:20.642Z","updatedAt":"2024-01-10T23:19:32.385Z","title":"The Bitcoin ETF Is Approved | James Seyffart \u0026 Matt Hougan","pubdate":"2024-01-10T22:22:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://spoti.fi/46WWQ6T\"\u003ehttps://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, James Seyffart ETF Research Analyst at Bloomberg \u0026amp; Matt Hougan CIO at Bitwise join the show to discuss the 2024 Bitcoin approval, the SEC hack \u0026amp; what to expect now Bitcoin ETFs are scheduled to begin trading.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow James: \u003ca href=\"https://twitter.com/JSeyff\"\u003ehttps://twitter.com/JSeyff\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Matt: \u003ca href=\"https://twitter.com/Matt_Hougan\"\u003ehttps://twitter.com/Matt_Hougan\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Ben: \u003ca href=\"https://twitter.com/strack_ben\"\u003ehttps://twitter.com/strack_ben\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. \u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b88c1f54-b006-11ee-8472-3bb91471897b/stripped_8a1a2fdcaa923d2f8e7e840e42aab9ed.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9229819139.mp3","size":55283931,"duration":"3948.85","uid":"BWG9229819139","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b88c1f54-b006-11ee-8472-3bb91471897b/id3/8aa116ebd7d5c2833830f27aa8957b0d.mp3","id3FileProcessing":false,"id3FileSize":82833,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-10-10.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-01-10T23:19:32.378Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5bWn6UfUeWvoNQgGcbAYQx"},{"id":"aad5866a-ac1f-11ee-bb30-ebe4be61499e","createdAt":"2024-01-05T23:10:50.383Z","updatedAt":"2024-01-06T10:51:44.334Z","title":"The Bitcoin ETF: Bitcoin's Bullish Catalyst","pubdate":"2024-01-06T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://spoti.fi/46WWQ6T\"\u003ehttps://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the Bitcoin ETF ahead of an expected SEC decision next week. Mark makes the case that the Bitcoin ETF will unlock billions of dollars of capital from institutional investors who otherwise wouldn't have access to the asset. To hear all this \u0026amp; more, you'll have. to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/babd93ac-a124-11ee-bbf0-c318c5f81577/%20https://twitter.com/MarkYusko\"\u003e https://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! \u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/aad5866a-ac1f-11ee-bb30-ebe4be61499e/stripped_6790df69958d0f52a72e430ce6ca8b8f.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6206697098.mp3","size":46579357,"duration":"3881.61","uid":"BWG6206697098","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/aad5866a-ac1f-11ee-bb30-ebe4be61499e/id3/67e5d992223c08539f908554456cf5ea.mp3","id3FileProcessing":false,"id3FileSize":82991,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-01-06.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-01-06T10:51:44.322Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3fEqoWbUr2BY7xOnFcnhYt"},{"id":"affa93bc-a9cf-11ee-b1a6-97827c8ad4fb","createdAt":"2024-01-03T00:33:16.945Z","updatedAt":"2024-01-03T14:11:45.943Z","title":"Jim Bianco's Big Predictions For 2024","pubdate":"2024-01-03T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto \u0026amp; what investors should expect in 2024. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto \u0026amp; Jim's outlook for the year ahead. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Jim: https://twitter.com/biancoresearch\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://twitter.com/shekfu/status/1740523952362135662/photo/1\"\u003ehttps://twitter.com/shekfu/status/1740523952362135662/photo/1\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eJoseph Wang's Markets Outlook 2024: https://www.youtube.com/watch?v=qcU93QeV8X8\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:08) Reflecting On 2023\u003c/p\u003e\u003cp\u003e(03:04) DAS London Plug\u003c/p\u003e\u003cp\u003e(04:22) The End Of The 40 Year Bond Bull Market\u003c/p\u003e\u003cp\u003e(11:44) Inflation \u0026amp; Real Rates In 2023\u003c/p\u003e\u003cp\u003e(15:32) Jim's Outlook For 2024\u003c/p\u003e\u003cp\u003e(27:28) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(28:15) The Bitcoin ETF\u003c/p\u003e\u003cp\u003e(52:19) Final Thoughts\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/affa93bc-a9cf-11ee-b1a6-97827c8ad4fb/stripped_961a650cd14a28864fb5a3f8a0a06da7.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4720509222.mp3","size":42852519,"duration":"3571.04","uid":"BWG4720509222","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/affa93bc-a9cf-11ee-b1a6-97827c8ad4fb/id3/8d58fac13277306a605b949b9166f788.mp3","id3FileProcessing":false,"id3FileSize":83331,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-01-03.mp4","expectedAdhash":"","audioFileUpdatedAt":"2024-01-03T14:11:45.925Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1pZCjzUM4ipzrYc1zGik1b"},{"id":"945af0a4-a6b7-11ee-a014-3fdbf622c200","createdAt":"2023-12-30T02:03:09.218Z","updatedAt":"2023-12-30T11:01:33.622Z","title":"Mark Yusko's Big Calls For 2024","pubdate":"2023-12-30T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://spoti.fi/46WWQ6T\"\u003ehttps://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the biggest events of 2023 \u0026amp; what to expect in 2024 for stocks, crypto \u0026amp; markets broadly. Thanks for tuning in throughout 2023, \u0026amp; we'll se you in the new year! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/babd93ac-a124-11ee-bbf0-c318c5f81577/%20https://twitter.com/MarkYusko\"\u003e https://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! \u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/945af0a4-a6b7-11ee-a014-3fdbf622c200/stripped_0ab97b4cfa7e3c37c0bfa8116fb77b8a.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6393626364.mp3","size":49375817,"duration":"4114.65","uid":"BWG6393626364","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/945af0a4-a6b7-11ee-a014-3fdbf622c200/id3/1f0bf3f43347ee4555ab3087d30528da.mp3","id3FileProcessing":false,"id3FileSize":82759,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-12-30.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-12-30T11:01:33.602Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1K3vhqfLYcXnImQWhLblJz"},{"id":"953488f0-a423-11ee-b4b3-d7987a13b3ee","createdAt":"2023-12-26T19:18:42.775Z","updatedAt":"2023-12-27T12:29:18.642Z","title":"Big Calls For 2024 \u0026 Beyond | Will Clemente \u0026 Felix Jauvin","pubdate":"2023-12-27T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Will Clemente \u0026amp; Felix Jauvin of Reflexivity Research join the show for a discussion on the setup for both macro \u0026amp; crypto heading into 2024. To hear all this \u0026amp; more, you'll have to tune in! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Will: https://twitter.com/WClementeIII\u003c/p\u003e\u003cp\u003eFollow Felix: https://twitter.com/fejau_inc\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFollow Felix's Substack: https://degenmacro.substack.com/\u003c/p\u003e\u003cp\u003eFollow Reflexivity Research: reflexivityresearch.com\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe Damped Spring Report: https://dampedspring.com/wp-content/uploads/2023/07/The-Script.pdf\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:35) Inflation \u0026amp; Rate Cuts In 2024\u003c/p\u003e\u003cp\u003e(05:04) DAS London Plug\u003c/p\u003e\u003cp\u003e(06:21) The Rise Of Fiscal Dominance\u003c/p\u003e\u003cp\u003e(09:38) Do Deficits Matter?\u003c/p\u003e\u003cp\u003e(19:04) Bitcoin\u003c/p\u003e\u003cp\u003e(24:17) Blockworks Research\u003c/p\u003e\u003cp\u003e(25:05) Will We Ever See Another Bull Market Like 2020/21 Again?\u003c/p\u003e\u003cp\u003e(30:24) Ethereum\u003c/p\u003e\u003cp\u003e(34:13) Solana\u003c/p\u003e\u003cp\u003e(39:05) Coinbase\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/953488f0-a423-11ee-b4b3-d7987a13b3ee/stripped_888f6150c7c1330aefd528a4b8f5b42b.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9554539344.mp3","size":48053185,"duration":"3003.32","uid":"BWG9554539344","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/953488f0-a423-11ee-b4b3-d7987a13b3ee/id3/71812c9f0641ffc4758e0a3a2e2df374.mp3","id3FileProcessing":false,"id3FileSize":83129,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-12-27.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-12-27T12:29:18.630Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5JXG42SedTjwWqcsjoN7qi"},{"id":"babd93ac-a124-11ee-bbf0-c318c5f81577","createdAt":"2023-12-22T23:49:21.780Z","updatedAt":"2023-12-23T13:48:18.414Z","title":"How Will Stocks \u0026 Crypto Fare In 2024","pubdate":"2023-12-23T13:40:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://spoti.fi/46WWQ6T\"\u003ehttps://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark:\u003ca href=\"%20https://twitter.com/MarkYusko\"\u003e https://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! \u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/babd93ac-a124-11ee-bbf0-c318c5f81577/stripped_2f5210ea2d1444d02543056bf35613a7.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8474529304.mp3","size":45172820,"duration":"3764.4","uid":"BWG8474529304","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/babd93ac-a124-11ee-bbf0-c318c5f81577/id3/f87c5e4c57326f2be3b8a83060b64561.mp3","id3FileProcessing":false,"id3FileSize":81989,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-12-23.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-12-23T13:48:18.400Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4ihKhN9ZCVUIpHOFPHrl6l"},{"id":"eef5d41a-9ef7-11ee-8a1c-cfe74bc6b2d3","createdAt":"2023-12-20T05:23:39.694Z","updatedAt":"2023-12-20T19:49:41.502Z","title":"Everything You Need To Know About The Bitcoin ETF | Eric Balchunas","pubdate":"2023-12-20T12:40:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Eric Balchunas Senior ETF Analyst at Bloomberg joins the show for a discussion on the Bitcoin ETF.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eForecasting a 90% chance of approval in January, Eric walks through what gave him conviction in this prediction \u0026amp; the current things to look out for ahead of the SEC's decision. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Eric: https://twitter.com/EricBalchunas\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show: Eric Balchunas – The Past, Present \u0026amp; Future of ETFs: \u003c/p\u003e\u003cp\u003ehttps://open.spotify.com/episode/5vCLwJoKJ13PtCAFAadpFF?si=fb1b2ab9ba2b4ec3\u0026amp;nd=1\u0026amp;dlsi=1f29936becc3469d\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:49) What Is An ETF?\u003c/p\u003e\u003cp\u003e(06:22) DAS London Plug\u003c/p\u003e\u003cp\u003e(11:50) ETF Distribution\u003c/p\u003e\u003cp\u003e(19:12) The Bitcoin ETF\u003c/p\u003e\u003cp\u003e(26:00) Who Will Win The Bitcoin ETF Race?\u003c/p\u003e\u003cp\u003e(29:53) Grayscale, GBTC \u0026amp; The ETF\u003c/p\u003e\u003cp\u003e(35:16) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(36:03) Bitcoin ETF vs The Gold ETF Launch\u003c/p\u003e\u003cp\u003e(40:20) Crypto Sentiment\u003c/p\u003e\u003cp\u003e(46:57) Will We See Other Crypto ETFs?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/eef5d41a-9ef7-11ee-8a1c-cfe74bc6b2d3/stripped_cf5d897c27e1767183e7f38a578bb7f4.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9802735285.mp3","size":52564218,"duration":"3285.26","uid":"BWG9802735285","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/eef5d41a-9ef7-11ee-8a1c-cfe74bc6b2d3/id3/692d5154b10780c638576d4354d8dc00.mp3","id3FileProcessing":false,"id3FileSize":83199,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM-12-19.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-12-20T19:49:41.494Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4TX4lZFDkGafeho6elNPm7"},{"id":"9a8c2498-9b90-11ee-adc3-b3317edb72b8","createdAt":"2023-12-15T21:26:26.437Z","updatedAt":"2023-12-16T12:44:05.158Z","title":"2024 Fed Pivot Fueling The Everything Rally | Weekly Roundup","pubdate":"2023-12-16T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9a8c2498-9b90-11ee-adc3-b3317edb72b8/stripped_ddfa106966d97b06eb31e136bbf5907e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1259696315.mp3","size":30301205,"duration":"2525.1","uid":"BWG1259696315","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9a8c2498-9b90-11ee-adc3-b3317edb72b8/id3/17bf94afaae7701de83440edcdd95a50.mp3","id3FileProcessing":false,"id3FileSize":81175,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-12-16.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-12-16T12:44:05.148Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4gr1Nek4OlizllWNz3aRMG"},{"id":"b41b113c-9936-11ee-8cfe-cf9dda59bcae","createdAt":"2023-12-12T21:37:52.293Z","updatedAt":"2023-12-13T11:21:42.911Z","title":"Bitcoin ETF: A Positive Catalyst For Crypto's Reflexivity | Tim Grant","pubdate":"2023-12-13T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis 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 \u0026amp; crypto's reflexivity as an asset class. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Tim: https://www.linkedin.com/in/tim-j-grant/\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(06:00) Investing In Crypto\u003c/p\u003e\u003cp\u003e(13:23) Web2 vs Web3\u003c/p\u003e\u003cp\u003e(20:41) DAS London Plug\u003c/p\u003e\u003cp\u003e(21:42) Reflexivity In Crypto\u003c/p\u003e\u003cp\u003e(29:23) The Bitcoin ETF\u003c/p\u003e\u003cp\u003e(39:52) Blockworks Research ad\u003c/p\u003e\u003cp\u003e(40:40) The Best Opportunities In Crypto\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b41b113c-9936-11ee-8cfe-cf9dda59bcae/stripped_bbb9f2ccc0815f16eac8e8b6a2a7896d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4791897746.mp3","size":46304026,"duration":"2894.0","uid":"BWG4791897746","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b41b113c-9936-11ee-8cfe-cf9dda59bcae/id3/7ecd074b53724ad36919214d7180f1e9.mp3","id3FileProcessing":false,"id3FileSize":82359,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-12-13.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-12-13T11:21:42.897Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/686A4vq532Lcc6u8B7BO1h"},{"id":"6ad954a4-9650-11ee-aee1-93de4b930b6c","createdAt":"2023-12-09T05:04:22.791Z","updatedAt":"2023-12-09T11:13:19.014Z","title":"Bitcoin, Stocks \u0026 Bonds Rally - Is It Sustainable? | Weekly Roundup","pubdate":"2023-12-09T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/6ad954a4-9650-11ee-aee1-93de4b930b6c/stripped_cb8216ae8f57f9bfb153f6afb888eaaa.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6187904296.mp3","size":59992868,"duration":"4285.2","uid":"BWG6187904296","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/6ad954a4-9650-11ee-aee1-93de4b930b6c/id3/75d9d1ce4292f803166958b7dd7007bf.mp3","id3FileProcessing":false,"id3FileSize":81139,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-12-09.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-12-09T11:13:19.004Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6T83i54PInFDdLKB5Dc4eK"},{"id":"8cd442ca-93fe-11ee-983b-1b751df1c7ce","createdAt":"2023-12-06T06:13:18.760Z","updatedAt":"2023-12-06T11:37:47.349Z","title":"Bitcoin Breaks $40,000, What Next? | Quinn Thompson","pubdate":"2023-12-06T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today’s episode, Quinn Thompson Head of Capital Markets \u0026amp; 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 \u0026amp; the next crypto bull market. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a...\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8cd442ca-93fe-11ee-983b-1b751df1c7ce/stripped_9be4c694bcabba24422d7f1dc1332421.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4326355249.mp3","size":55812179,"duration":"3488.26","uid":"BWG4326355249","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8cd442ca-93fe-11ee-983b-1b751df1c7ce/id3/d58f04b6fc676cb8463c8c3969096b32.mp3","id3FileProcessing":false,"id3FileSize":81261,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-12-05.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-12-06T11:37:47.339Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1EwvUwbY5y9yei3IYe06FU"},{"id":"de149896-90da-11ee-a95e-c32584c1a5c2","createdAt":"2023-12-02T06:20:19.690Z","updatedAt":"2023-12-02T14:17:34.612Z","title":"Bitcoin Approaches $40,000 | Weekly Roundup","pubdate":"2023-12-02T14:05:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Mike \u0026amp; Mark discuss the continued bull market as November saw a massive rally in stocks, bonds \u0026amp; crypto. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/de149896-90da-11ee-a95e-c32584c1a5c2/stripped_464ea79e97bed4ea7428cf19669dd56e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1512489465.mp3","size":47478073,"duration":"3956.51","uid":"BWG1512489465","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/de149896-90da-11ee-a95e-c32584c1a5c2/id3/e627a6e90ec82fa950a141a649051a3f.mp3","id3FileProcessing":false,"id3FileSize":81473,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-RU-12-02.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-12-02T14:17:34.611Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0lS6AmTqLAfm3bawp2IzFO"},{"id":"73d1ca7e-8e66-11ee-938b-ab209b349ff2","createdAt":"2023-11-29T03:21:57.472Z","updatedAt":"2023-11-29T14:06:49.057Z","title":"The \"Debt Spiral\" End Game | James Lavish","pubdate":"2023-11-29T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today’s episode, James Lavish Managing Partner at The Bitcoin Opportunity Fund joins the show to discuss his debt spiral thesis.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith 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 \u0026amp; which assets will thrive in this environment. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-a...\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe Informationist: https://www.jameslavish.com/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:46) A Recession Is Coming\u003c/p\u003e\u003cp\u003e(06:07) DAS London Plug\u003c/p\u003e\u003cp\u003e(07:25) There's A \"Tsunami Of Debt\" On The Horizon\u003c/p\u003e\u003cp\u003e(12:17) The Debt Problem\u003c/p\u003e\u003cp\u003e(26:03) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(26:50) The Debt Spiral\u003c/p\u003e\u003cp\u003e(33:36) The Debt Spiral End Game\u003c/p\u003e\u003cp\u003e(39:06) Bitcoin\u003c/p\u003e\u003cp\u003e(49:16) The Bitcoin Opportunity Fund\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/73d1ca7e-8e66-11ee-938b-ab209b349ff2/stripped_fd2e533b0cdd6607f5567840fb059ae8.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4814869224.mp3","size":51666860,"duration":"3229.18","uid":"BWG4814869224","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/73d1ca7e-8e66-11ee-938b-ab209b349ff2/id3/b2e8cbc520bac2d9edb46c17a90f3bb6.mp3","id3FileProcessing":false,"id3FileSize":82583,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-11-29.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-11-29T14:06:49.048Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1hSubIAizxNaJzFua4uBuH"},{"id":"d9432c5c-88e6-11ee-a849-57e6c348724e","createdAt":"2023-11-22T03:25:56.292Z","updatedAt":"2023-11-25T13:00:04.552Z","title":"The U.S. Dollar Is Overvalued ","pubdate":"2023-11-25T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eJens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eJens 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.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: \u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024 Black (Rock) Friday Sale. Use Code: BLACKROCKMARGIN for a 20% discount on a 4-pack of DAS tickets: \u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Jens Nordvig on Twitter \u003ca href=\"https://twitter.com/jnordvig\"\u003ehttps://twitter.com/jnordvig\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Exante Data on Twitter \u003ca href=\"https://twitter.com/ExanteData\"\u003ehttps://twitter.com/ExanteData\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Marketreader on Twitter \u003ca href=\"https://twitter.com/MarketReaderInc\"\u003ehttps://twitter.com/MarketReaderInc\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Jack Farley on Twitter \u003ca href=\"https://twitter.com/JackFarley96\"\u003ehttps://twitter.com/JackFarley96\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Forward Guidance on Twitter \u003ca href=\"https://twitter.com/ForwardGuidance\"\u003ehttps://twitter.com/ForwardGuidance\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:16) It's Been A Busy Year\u003c/p\u003e\u003cp\u003e(02:36) Interest Rate Sensitivity Of U.S. Economy\u003c/p\u003e\u003cp\u003e(13:13) Will There Be A Recession In 2024?\u003c/p\u003e\u003cp\u003e(15:51) Jens' Bull Case For Rates\u003c/p\u003e\u003cp\u003e(22:34) Fed Will Be \"Much More Relaxed\" If Services Inflation Continues To Moderate\u003c/p\u003e\u003cp\u003e(27:56) Potential For \"Big Cuts\"\u003c/p\u003e\u003cp\u003e(30:22) An Extraordinary Summer In FX\u003c/p\u003e\u003cp\u003e(33:48) Jens' Bear Case For Dollar Against Gold and Risk-Off Currencies Such As Swiss Franc\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d9432c5c-88e6-11ee-a849-57e6c348724e/stripped_fc80dfe3071a28783458a39808a1b335.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8802036814.mp3","size":41162972,"duration":"4116.3","uid":"BWG8802036814","originalUrl":null,"bitrate":80,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d9432c5c-88e6-11ee-a849-57e6c348724e/id3/61b129460147b19328250e16e374700e.mp3","id3FileProcessing":false,"id3FileSize":83653,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20231121_FG_Nordvig_OTM_1.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-11-25T13:00:04.540Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0vU9BCnacOem2EAAeugP9o"},{"id":"d33d1e92-89a6-11ee-9ce5-676510312219","createdAt":"2023-11-23T02:20:09.537Z","updatedAt":"2023-11-23T09:24:52.020Z","title":"Liquidity Is Rising, \"Tug Of War\" Between Stocks \u0026 Bonds | Julian Brigden","pubdate":"2023-11-23T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://spoti.fi/46WWQ6T\"\u003ehttps://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn 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 \u0026amp; markets price in a goldilocks environment, as they deem the Fed's inflation fight over.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe discuss the path ahead for the Fed, the ongoing tug of war between stocks \u0026amp; bonds, the ripple effect of inflation \u0026amp; the structural bear market in the bond market. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Julian: \u003ca href=\"https://twitter.com/JulianMI2\"\u003ehttps://twitter.com/JulianMI2\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: \u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024 Black (Rock) Friday Sale. Use Code: BLACKROCKMARGIN for a 20% discount on a 4-pack of DAS tickets: \u003ca href=\"https://blockworks.co/event/digital-asset-summit-2024-london\"\u003ehttps://blockworks.co/event/digital-asset-summit-2024-london\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d33d1e92-89a6-11ee-9ce5-676510312219/stripped_f5a824962548cfbb11df5f6c91297744.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7372454349.mp3","size":71212303,"duration":"4450.77","uid":"BWG7372454349","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d33d1e92-89a6-11ee-9ce5-676510312219/id3/a07495e90c18e39370bedf423c3644d4.mp3","id3FileProcessing":false,"id3FileSize":83573,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-11-22.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-11-23T09:24:52.011Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0wcFLcAQVUXrubVVy7U7jA"},{"id":"2b5a5fec-85c2-11ee-b0c2-535a5efc1455","createdAt":"2023-11-18T03:25:49.129Z","updatedAt":"2023-11-18T11:31:09.971Z","title":"Rising Liquidity Is Supporting A Bull Market | Weekly Roundup","pubdate":"2023-11-18T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Mike \u0026amp; 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\" \u0026amp; what it means for the rest of 2023. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:52) DAS London\u003c/p\u003e\u003cp\u003e(07:58) Inflation\u003c/p\u003e\u003cp\u003e(18:56) The Debt Problem\u003c/p\u003e\u003cp\u003e(25:47) Blockworks Research\u003c/p\u003e\u003cp\u003e(26:34) Bitcoin\u003c/p\u003e\u003cp\u003e(48:12) When Will The Fed Cut Rates?\u003c/p\u003e\u003cp\u003e(54:05) Artificial Intelligence\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2b5a5fec-85c2-11ee-b0c2-535a5efc1455/stripped_ddc4b7b0e7e94ace9a975da490bf95c1.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8690098504.mp3","size":46553600,"duration":"3325.26","uid":"BWG8690098504","originalUrl":null,"bitrate":112,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2b5a5fec-85c2-11ee-b0c2-535a5efc1455/id3/8ced9bb37f25ce90c4afaa7e17886a8d.mp3","id3FileProcessing":false,"id3FileSize":82197,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-11-18.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-11-18T11:30:51.510Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2Mi9WfmSK4QkhB5C8Yb93z"},{"id":"7d68bafa-83cd-11ee-bb2e-dfe84f4afcda","createdAt":"2023-11-15T15:41:48.957Z","updatedAt":"2023-11-22T19:43:35.179Z","title":"Fed's Stealth Liquidity Is Fueling A Stock Market Rally | Michael Howell","pubdate":"2023-11-15T16:04:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/28cc3f96-7a6b-11ee-a6ab-0fde05c0fd52/%C2%A0https://spoti.fi/46WWQ6T\"\u003e https://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/28cc3f96-7a6b-11ee-a6ab-0fde05c0fd52/%C2%A0https://apple.co/3UsnTiM\"\u003e https://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn 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 \u0026amp; into 2024.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe 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 \u0026amp; the role of crypto \u0026amp; Gold in portfolios. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/crossbordercap\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/28cc3f96-7a6b-11ee-a6ab-0fde05c0fd52/%C2%A0https://twitter.com/MikeIppolito_\"\u003e https://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eStanley Druckenmiller \u0026amp; Paul Tudor Jones: \u003ca href=\"https://www.youtube.com/watch?v=QWccFlgaBxA\"\u003ehttps://www.youtube.com/watch?v=QWccFlgaBxA\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:53) Liquidity Is Rising\u003c/p\u003e\u003cp\u003e(05:01) The Path Ahead For Inflation In 2024\u003c/p\u003e\u003cp\u003e(09:34) DAS London Plug\u003c/p\u003e\u003cp\u003e(10:52) The Liquidity Spiral\u003c/p\u003e\u003cp\u003e(14:48) The Impact Of Rising Interest Rate's\u003c/p\u003e\u003cp\u003e(17:44) The Liquidity Cycle\u003c/p\u003e\u003cp\u003e(21:38) The Fed's Shadow QE\u003c/p\u003e\u003cp\u003e(25:13) The QRA Fueled A Huge Stock Market Rally\u003c/p\u003e\u003cp\u003e(30:40) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(31:28) The U.S Fiscal Outlook Will Cause The Fed's Balance Sheet To Rise\u003c/p\u003e\u003cp\u003e(40:29) Gold \u0026amp; Crypto\u003c/p\u003e\u003cp\u003e(42:40) Who Is The New Marginal Buyer Of U.S Debt?\u003c/p\u003e\u003cp\u003e(48:49) Crypto As An Inflation Hedge\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7d68bafa-83cd-11ee-bb2e-dfe84f4afcda/stripped_e9d263fa42d554c1300ececdd165d9f0.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3983242253.mp3","size":54078484,"duration":"3379.91","uid":"BWG3983242253","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7d68bafa-83cd-11ee-bb2e-dfe84f4afcda/id3/401cdfb3c508f89fab402f1d6ff2ae57.mp3","id3FileProcessing":false,"id3FileSize":85419,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM-11-15-V2.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-11-22T19:43:35.157Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4bwVQDQSFa3OgqOqn43FHA"},{"id":"7bf0d654-8057-11ee-9c97-bb9a4f406133","createdAt":"2023-11-11T05:59:32.392Z","updatedAt":"2023-11-11T10:43:19.666Z","title":"Bitcoin Bulls Are Back | Weekly Roundup","pubdate":"2023-11-11T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Mark \u0026amp; Mike discuss the continued positive price action in crypto as Bitcoin breaks $37,000. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(06:16) Bitcoin Breaks $37,000\u003c/p\u003e\u003cp\u003e(17:19) FTX\u003c/p\u003e\u003cp\u003e(27:07) DAS London Plug\u003c/p\u003e\u003cp\u003e(28:25) All Eye's Are Still On The Bond Market\u003c/p\u003e\u003cp\u003e(48:07) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(48:55) Circle Plans A 2024 IPO\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7bf0d654-8057-11ee-9c97-bb9a4f406133/stripped_90aea606dcbc0ab6986e6db4ff536927.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4796120316.mp3","size":46265260,"duration":"3855.44","uid":"BWG4796120316","originalUrl":null,"bitrate":96,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7bf0d654-8057-11ee-9c97-bb9a4f406133/id3/f8b792751c76b345e96ec755c8cabc73.mp3","id3FileProcessing":false,"id3FileSize":81989,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-11-11.mp4","expectedAdhash":"","audioFileUpdatedAt":"2023-11-11T10:43:19.656Z","draft":false,"externalId":null,"cleanTitle":"","customFields":[],"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/248RFiF9pLx189M2Ri25VE"},{"id":"ce9295e6-7d32-11ee-90fc-a3a012f51d90","createdAt":"2023-11-07T05:59:26.152Z","updatedAt":"2023-11-08T14:22:57.774Z","title":"The Path To $100,000 Bitcoin | Adam Back","pubdate":"2023-11-08T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/28cc3f96-7a6b-11ee-a6ab-0fde05c0fd52/%C2%A0https://spoti.fi/46WWQ6T\"\u003e https://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/28cc3f96-7a6b-11ee-a6ab-0fde05c0fd52/%C2%A0https://apple.co/3UsnTiM\"\u003e https://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today’s episode, Adam Back Co-Founder \u0026amp; CEO of Blockstream joins the show for a discussion on where we are in the Bitcoin cycle.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe deep dive into the mechanics of the mining sector, developments in the lightning network, whether or not a Bitcoin ETF is good for the ethos of Bitcoin \u0026amp; finally why Adam believes Bitcoin under $100,000 is undervalued. To hear all this \u0026amp; more, you'll have. to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Adam: https://twitter.com/adam3us\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/28cc3f96-7a6b-11ee-a6ab-0fde05c0fd52/%C2%A0https://twitter.com/MikeIppolito_\"\u003e https://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:36) Chancellor on Brink of Second Bailout for Banks\u003c/p\u003e\u003cp\u003e(05:42) Bitcoin \u0026amp; Bonds\u003c/p\u003e\u003cp\u003e(07:49) Bitcoin ETF\u003c/p\u003e\u003cp\u003e(11:54) DAS London Plug\u003c/p\u003e\u003cp\u003e(13:12) Where Are We In The Bitcoin Cycle?\u003c/p\u003e\u003cp\u003e(17:44) Bitcoin's Path To $100,000\u003c/p\u003e\u003cp\u003e(20:17) Bitcoin Mining\u003c/p\u003e\u003cp\u003e(37:02) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(37:50) Does More Bitcoin Hashrate Equal More Security?\u003c/p\u003e\u003cp\u003e(46:23) The Bitcoin Security Model\u003c/p\u003e\u003cp\u003e(50:57) Bitcoin Ordinals\u003c/p\u003e\u003cp\u003e(57:05) The Lightning Network\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ce9295e6-7d32-11ee-90fc-a3a012f51d90/stripped_99b3b2c5f6e331bcb2fa01be1cea7b99.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1524847106.mp3","size":150645027,"duration":"3766.13","uid":"BWG1524847106","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ce9295e6-7d32-11ee-90fc-a3a012f51d90/id3/9fc61b494a89a05f7ace7b3b2b2240e1.mp3","id3FileProcessing":false,"id3FileSize":84665,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-Adam_Back-11-08.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-11-08T09:12:45.732Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5taCOvP7fClQmpRrx8VZNI"},{"id":"7b273400-7ac3-11ee-856a-cf44fd2b7bf3","createdAt":"2023-11-04T03:37:29.721Z","updatedAt":"2023-11-08T14:22:55.529Z","title":"Huge Rally In Stocks \u0026 Bonds, What Comes Next? | Weekly Roundup","pubdate":"2023-11-04T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Mark \u0026amp; Mike discuss the market rally in stocks \u0026amp; bonds after the U.S Treasury's quarterly refunding announcement (QRA).\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe also deep dive into Powell's FOMC meeting, the Nonfarm Payroll's data release \u0026amp; this weeks Coinbase earnings. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7b273400-7ac3-11ee-856a-cf44fd2b7bf3/stripped_4428c04146bd807967322c891388f94f.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5732017888.mp3","size":130470137,"duration":"3261.75","uid":"BWG5732017888","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7b273400-7ac3-11ee-856a-cf44fd2b7bf3/id3/36e1d41bacd269caa9656e5c224f5fe0.mp3","id3FileProcessing":false,"id3FileSize":81811,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-11-03.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-11-04T10:59:15.043Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3R1xcLqolGaZtUXdteHuHp"},{"id":"28cc3f96-7a6b-11ee-a6ab-0fde05c0fd52","createdAt":"2023-11-03T17:05:15.857Z","updatedAt":"2023-11-08T14:22:53.576Z","title":"Andy Constan: Janet Yellen's Fueling A Massive Stock Market Rally","pubdate":"2023-11-03T18:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify:\u003ca href=\"%C2%A0https://spoti.fi/46WWQ6T\"\u003e https://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts:\u003ca href=\"%C2%A0https://apple.co/3UsnTiM\"\u003e https://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today’s episode, Andy Constan Founder of Damped Spring \u0026amp; Co-Founder of 2 Gray Beards joins the show to disucss the recent QRA release from the U.S Treasury.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAs markets anticipated a higher amount of long end issuance, Andy turned bullish a few days ago when the numbers surprised to the downside \u0026amp; joins the show to explain exactly how he was able to catch this weeks risk on rally. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Andy: \u003ca href=\"https://twitter.com/dampedspring\"\u003ehttps://twitter.com/dampedspring\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael:\u003ca href=\"%C2%A0https://twitter.com/MikeIppolito_\"\u003e https://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:44) Why Andy Wen't Long Risk Asset's Post QRA Announcement\u003c/p\u003e\u003cp\u003e(06:40) Bills vs Bonds Issuance\u003c/p\u003e\u003cp\u003e(11:41) Should The U.S Have Termed Out Their Debt?\u003c/p\u003e\u003cp\u003e(15:46) DAS London Promo\u003c/p\u003e\u003cp\u003e(17:04) Financial Conditions Have Massively Eased\u003c/p\u003e\u003cp\u003e(21:44) We're Back To Act I In The Inflation Cycle\u003c/p\u003e\u003cp\u003e(24:25) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(25:13) The Consequences Of This QRA Are Being Felt\u003c/p\u003e\u003cp\u003e(32:50) The Path Towards Recession\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/28cc3f96-7a6b-11ee-a6ab-0fde05c0fd52/stripped_3a895894566f11693d0f561dc89fdd90.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6067543621.mp3","size":87601109,"duration":"2190.03","uid":"BWG6067543621","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/28cc3f96-7a6b-11ee-a6ab-0fde05c0fd52/id3/307e612583ede4c7f977f781165bc98d.mp3","id3FileProcessing":false,"id3FileSize":83841,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-Andy-Constan-11-03.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-11-03T19:01:06.411Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4PaGe1EGxqsfPfr4soxGis"},{"id":"9c2c4492-7906-11ee-9c88-df28a21f219e","createdAt":"2023-11-01T22:32:59.091Z","updatedAt":"2023-11-08T14:22:56.349Z","title":"Michael Kao on November Fed Meeting, Treasury Refunding, \u0026 Bond Market Bear Steepening","pubdate":"2023-11-01T22:32:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eMichael Kao, former hedge fund manager and private investor, returns to On The Margin alongside Forward Guidance host Jack Farley to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s FOMC meeting that marked the first day of November.\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eMichael Kao’s article discussed in the show: https://www.urbankaoboy.com/p/re-inflationoilgoldyield-curves-revisiting\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eDigital 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.\u003c/p\u003e\u003cp\u003eAs 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/ –\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eFollow Michael Kao on Twitter https://twitter.com/UrbanKaoboy\u003c/p\u003e\u003cp\u003eFollow Michael Ippolito on Twitter https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin on Twitter https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Jack Farley on Twitter https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\u003c/p\u003e\u003cp\u003eFollow Blockworks on Twitter https://twitter.com/Blockworks_\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9c2c4492-7906-11ee-9c88-df28a21f219e/stripped_b504f332b8f7ea5e55b58de178bab68a.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9893504230.mp3","size":99697057,"duration":"4154.04","uid":"BWG9893504230","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9c2c4492-7906-11ee-9c88-df28a21f219e/id3/efb2de27c25b878e903b25bfb7cdb6bb.mp3","id3FileProcessing":false,"id3FileSize":81935,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"20231101_Kao_Mike_Farley-OTM_Fix.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-11-01T23:07:20.270Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3PiALrdahLJCiAgnaKWFto"},{"id":"37b79746-785c-11ee-9901-b30a32048b6d","createdAt":"2023-11-01T02:13:16.083Z","updatedAt":"2023-11-08T14:22:53.998Z","title":"Bursting Of The Sovereign Debt Bubble | Arthur Hayes","pubdate":"2023-11-01T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today’s episode, Arthur Hayes CIO at Maelstrom Fund joins the show to explore his current macro framework and how that will impact crypto for the rest of the year \u0026amp; into 2024.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe discuss the bursting of the sovereign debt bubble as bonds continue one of their largest sell-off's in U.S history, the dreaded bear steepener and it's impact on bank balance sheets, market liquidity \u0026amp; how crypto can act as a safe haven during periods of financial repression, deleveraging \u0026amp; inflation. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Arthur: https://twitter.com/CryptoHayes\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOil: The Making of the Modern World: https://podcasts.apple.com/gb/podcast/167-oil-the-making-of-the-modern-world/id1537788786?i=1000555057140 \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:38) The Debt Problem\u003c/p\u003e\u003cp\u003e(05:43) The Dreaded Bear Steepener\u003c/p\u003e\u003cp\u003e(10:56) Are U.S Banks In Trouble Again?\u003c/p\u003e\u003cp\u003e(15:30) The Social Consequences Of Too Much Debt\u003c/p\u003e\u003cp\u003e(20:19) DAS London Plug\u003c/p\u003e\u003cp\u003e(21:36) Financial Repression\u003c/p\u003e\u003cp\u003e(28:18) Trade Wars Are The Mirror Image Of Currency Wars\u003c/p\u003e\u003cp\u003e(33:11) Blockworks Research\u003c/p\u003e\u003cp\u003e(42:27) Bitcoin\u003c/p\u003e\u003cp\u003e(43:15) The Crypto Bull Market\u003c/p\u003e\u003cp\u003e(54:42) The Bitcoin Halving\u003c/p\u003e\u003cp\u003e(56:05) Liquidity\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/37b79746-785c-11ee-9901-b30a32048b6d/stripped_5aa22e08407f8665667ddba2b42aed21.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2710456646.mp3","size":145123786,"duration":"3628.09","uid":"BWG2710456646","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/37b79746-785c-11ee-9901-b30a32048b6d/id3/9e62d975b270e95b7cd0ceb296bec45c.mp3","id3FileProcessing":false,"id3FileSize":83717,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-Arthur-Hayes-11-01.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-11-01T11:54:14.068Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4o8LV5A5UTAGO7wRCT9s7o"},{"id":"8d175ce0-753b-11ee-8bb6-6fb3237dd72e","createdAt":"2023-10-28T02:41:52.460Z","updatedAt":"2023-11-08T14:22:55.872Z","title":"Bitcoin Breaks $35k, The Next Bull Market's Here | Weekly Roundup","pubdate":"2023-10-28T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the recent price action in Bitcoin. As Bitcoin breached $30k, it quickly ran up to $35k as investors anticipated an eventual spot Bitcoin ETF. We also discuss the gamma squeeze that took place, the increasing participation of \"hodlers\" \u0026amp; the role of the halving. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8d175ce0-753b-11ee-8bb6-6fb3237dd72e/stripped_2a0822f345f413f306be520ef9519097.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9921274305.mp3","size":171256684,"duration":"4281.42","uid":"BWG9921274305","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8d175ce0-753b-11ee-8bb6-6fb3237dd72e/id3/3a0e897b9bfc5bb855258c778e4e8ee1.mp3","id3FileProcessing":false,"id3FileSize":81875,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-10-28.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-10-28T10:47:32.614Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0BmKMobwUTfcIzIeCqhe1n"},{"id":"f64c2812-73fb-11ee-9eb7-938fab3de5db","createdAt":"2023-10-26T12:34:09.999Z","updatedAt":"2023-11-08T14:22:58.762Z","title":"Dr. Claudio Borio \u0026 Joseph Wang on Fiscal Dominance, Financial Instability \u0026 the Boundaries Of Debt-Fueled Economic Growth","pubdate":"2023-10-26T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/f64c2812-73fb-11ee-9eb7-938fab3de5db/image/88aa99.jpeg?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis episode is from another of Blockworks' shows Forward Guidance. We hope you enjoy \u0026amp; remember to go follow Forward Guidance:\u003c/p\u003e\u003cp\u003eSpotify: spoti.fi/46LGuNR\u003c/p\u003e\u003cp\u003eApple: apple.co/3hXQu2F\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eToday’s interview is a very special one. Dr. Claudio Borio, renowned economist and Head of the Monetary and Economic Department at the Bank For International Settlements (BIS), joins Joseph Wang of Fedguy.com and Jack Farley for a wide-ranging discussion on the nature of financial instability and the interplay of monetary policy and fiscal policy.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBorio shares insight from recent BIS research on inflationary regimes, financial cycles, and the boundaries of debt-fueled growth. Borio notes that the materialization of interest rate risk has so far been seen in the banking sector, but that we have yet to credit risk. Filmed on October 17, 2023.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eSome of Borio’s and the BIS’ works mentioned in this interview:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e“Monetary and fiscal policy: safeguarding stability and trust,” June 2023 Presentation in Basel, Switzerland, Claudio Borio\u003c/p\u003e\u003cp\u003ehttps://www.bis.org/speeches/sp230625a_slides.pdf\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e“The two-regime view of inflation,” March 2023, Claudio Borio, Marco Lombardi, James Yetman and Egon Zakrajšek\u003c/p\u003e\u003cp\u003ehttps://www.bis.org/publ/bppdf/bispap133.pdf\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e“International banking and financial market developments” BIS Quarterly Review, September 2023\u003c/p\u003e\u003cp\u003ehttps://www.bis.org/publ/qtrpdf/r_qt2309.pdf\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e“Does money growth help explain the recent inflation surge?” 26 January 2023, Claudio Borio, Boris Hofmann and Egon Zakrajšek\u003c/p\u003e\u003cp\u003ehttps://www.bis.org/publ/bisbull67.pdf\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e“On money, debt, trust and central banking,” January 2019, Claudio Borio\u003c/p\u003e\u003cp\u003ehttps://www.bis.org/publ/work763.pdf\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e“Navigating by r*: safe or hazardous?” November 2021, Claudio Borio\u003c/p\u003e\u003cp\u003ehttps://www.bis.org/publ/work982.pdf\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e“The financial cycle and macroeconomics: What have we learnt?” December 2012, Claudio Borio\u003c/p\u003e\u003cp\u003ehttps://www.bis.org/publ/work395.pdf\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eFollow Bank For International Settlements on Twitter https://twitter.com/BIS_org\u003c/p\u003e\u003cp\u003eFollow Joseph Wang on Twitter https://twitter.com/FedGuy12\u003c/p\u003e\u003cp\u003eFollow Jack Farley on Twitter https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\u003c/p\u003e\u003cp\u003eFollow Blockworks on Twitter https://twitter.com/Blockworks_\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:32) The Interplay Between Monetary Policy \u0026amp; Fiscal Policy\u003c/p\u003e\u003cp\u003e(09:50) High Levels Of Government Indebtedness As A Risk\u003c/p\u003e\u003cp\u003e(12:35) Just How Interest Rate Sensitive Is The Global Economy?\u003c/p\u003e\u003cp\u003e(15:56) The Financial Cycle\u003c/p\u003e\u003cp\u003e(24:12) The Two Inflationary Regimes\u003c/p\u003e\u003cp\u003e(36:45) Central Bank Balance Sheet Policy (Quantitative Easing \u0026amp; Quantitative Tightening)\u003c/p\u003e\u003cp\u003e(39:34) Liquidity In Sovereign Bond Markets\u003c/p\u003e\u003cp\u003e(46:13) Non-Bank Financial Sector Is \"Rife With Hidden Leverage \u0026amp; Maturity Mismatches\"\u003c/p\u003e\u003cp\u003e(50:56) Interest Rate Risk Within Banking System\u003c/p\u003e\u003cp\u003e(56:45) Concluding Thoughts On Debt \u0026amp; Inflation\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on Forward Guidance or On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f64c2812-73fb-11ee-9eb7-938fab3de5db/stripped_1186fea5aa2d151df613512704e565ac.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5874780949.mp3","size":151545729,"duration":"3788.64","uid":"BWG5874780949","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f64c2812-73fb-11ee-9eb7-938fab3de5db/id3/c5ce527db27a7d7e0c27cacfa0f205d5.mp3","id3FileProcessing":false,"id3FileSize":85961,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20231023-OTM-BorrioWangAUDIO.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-10-26T12:46:21.537Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/15tQ1XUl2GF0lyiRAIH5Eh"},{"id":"a635580c-6fb0-11ee-a02f-bb6ad1663138","createdAt":"2023-10-21T01:24:58.728Z","updatedAt":"2023-11-08T14:22:56.882Z","title":"Bitcoin Bounces To $30k, The Bond Sell-Off Continues | Weekly Roundup","pubdate":"2023-10-21T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the false Bitcoin ETF headline that sent Bitcoin soaring to $30,000, before diving into the broader crypto price action over the week. We then discuss the continued bond market sell-off that has lead to one of the worst bond bear markets in U.S history. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/a635580c-6fb0-11ee-a02f-bb6ad1663138/stripped_b02c129bdcc4cbfe3e9cb99783f01770.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8006053734.mp3","size":148850937,"duration":"3721.27","uid":"BWG8006053734","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/a635580c-6fb0-11ee-a02f-bb6ad1663138/id3/8070d584ce70873f479f31dd7e87afa8.mp3","id3FileProcessing":false,"id3FileSize":81377,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-10-21.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-10-21T12:01:30.707Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5rBZ9KpbRrm7uuSrVd5trw"},{"id":"f8a449fa-6d61-11ee-bc66-43fd581d204f","createdAt":"2023-10-18T02:56:44.459Z","updatedAt":"2023-11-08T14:22:58.788Z","title":"An \"Ocean Of Liquidity\" Is Reversing | Neal Berger","pubdate":"2023-10-18T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f936a8ce-5752-11ee-af2e-d72ab9ad607d/%20https://spoti.fi/46WWQ6T\"\u003e https://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today’s episode, Neal Berger Founder of Eagle’s View Capital Management joins the show for a discussion on navigating the uncertain year of 2023.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAfter launching his contrarian macro fund in 2021, and posting some of the best hedge fund returns in 2022 of 163%, Neal describes how 2023 has been a \"challenging year\" as his fund remains short stocks \u0026amp; bonds. Expecting the bond market sell-off to continue, Neil shares the path ahead for the rest of 2023 \u0026amp; into 2024. To hear all this \u0026amp; more, you’ll have to tune in! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Eagles View Capital: https://evhedge.com/\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f936a8ce-5752-11ee-af2e-d72ab9ad607d/%20https://twitter.com/blockworks_\"\u003e https://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:40) 2023 Has Been Challenging\u003c/p\u003e\u003cp\u003e(06:43) This Bond Market Sell-Off Isn't Over\u003c/p\u003e\u003cp\u003e(11:12) Higher Interest Rates Are Negative For Stocks\u003c/p\u003e\u003cp\u003e(14:12) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(14:59) The Ocean Of Liquidity Is In Reverse\u003c/p\u003e\u003cp\u003e(27:30) Looking Ahead To 2023/2024\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f8a449fa-6d61-11ee-bc66-43fd581d204f/stripped_d38c6e5e8f1801d7475b226b39e5cd4d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6784257544.mp3","size":87599019,"duration":"2189.98","uid":"BWG6784257544","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f8a449fa-6d61-11ee-bc66-43fd581d204f/id3/1d8bca89c4a9e6b9bd366ce88aa6b623.mp3","id3FileProcessing":false,"id3FileSize":83889,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM 10-18-v2UPDATE.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-10-18T12:58:29.066Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2sFnEHsxRAfgqfHVlmU4XQ"},{"id":"8c675b74-6a37-11ee-aaa7-e7c1ddaea77f","createdAt":"2023-10-14T02:15:30.504Z","updatedAt":"2023-11-08T14:22:55.859Z","title":"Inflation Has Peaked, Unless Oil Resurges | Weekly Roundup","pubdate":"2023-10-14T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eThis week Mike \u0026amp; Mark discuss the recent sentiment in crypto markets. We then dive into this weeks CPI print, the bond market \u0026amp; how recessionary headwinds could start to emerge in the coming months. To hear all this \u0026amp; more, you’ll have to tune in! \u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8c675b74-6a37-11ee-aaa7-e7c1ddaea77f/stripped_4f06f9c0c064c47890d1e2cb5eeffc8e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3657590106.mp3","size":129478529,"duration":"3236.96","uid":"BWG3657590106","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8c675b74-6a37-11ee-aaa7-e7c1ddaea77f/id3/ba67016c2df3a389eca1c3d81da73553.mp3","id3FileProcessing":false,"id3FileSize":81129,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-10-14.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-10-14T10:46:17.400Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/62MFYxmYNPL7yNhx9xijsK"},{"id":"9eb54e9e-67d0-11ee-b1b7-3b51df600b5a","createdAt":"2023-10-11T00:53:40.737Z","updatedAt":"2023-11-08T14:22:56.404Z","title":"Bond Market Sell-Off Will Drive Equities Lower | Andy Constan \u0026 Nick Givanovic","pubdate":"2023-10-11T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f936a8ce-5752-11ee-af2e-d72ab9ad607d/%20https://spoti.fi/46WWQ6T\"\u003e https://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today’s episode, two hedge fund veterans Andy Constan \u0026amp; Nick Givanovic, Co-Founders of 2 Gray Beards join the show for a discussion on the recent bond market sell-off, the journey towards recession island in 2024 \u0026amp; the path ahead for equity weakness depending on the U.S Treasury's QRA at the end of October. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Andy: https://twitter.com/dampedspring\u003c/p\u003e\u003cp\u003eFollow Nick: https://twitter.com/nickgiva1\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f936a8ce-5752-11ee-af2e-d72ab9ad607d/%20https://twitter.com/blockworks_\"\u003e https://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eLogan’s speech is worth reading: the “why” of this recent bond selloff matters importantly for the Fed: \u003ca href=\"https://twitter.com/NickTimiraos/status/1711371085889864063\"\u003ehttps://twitter.com/NickTimiraos/status/1711371085889864063\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening | Michael Howell \u0026amp; Andy Constan: \u003ca href=\"https://www.youtube.com/watch?v=5nZwrE_uNcg\"\u003ehttps://www.youtube.com/watch?v=5nZwrE_uNcg\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:28) How To End An Inflation Cycle\u003c/p\u003e\u003cp\u003e(06:43) A Wave Of U.S Treasury Issuance Is Coming To Market\u003c/p\u003e\u003cp\u003e(17:12) The Fed Will Be Happy With The Bond Market Sell-Off\u003c/p\u003e\u003cp\u003e(19:43) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(20:30) The U.S. Treasury Is Neutralizing The Fed's Quantitative Tightening\u003c/p\u003e\u003cp\u003e(27:48) Debt \u0026amp; Deficits\u003c/p\u003e\u003cp\u003e(35:11) Reacting To Geopolitical Uncertainty In Markets\u003c/p\u003e\u003cp\u003e(41:33) Preparing For Act 4 In A Move To Recession Island\u003c/p\u003e\u003cp\u003e(47:41) Inflation\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9eb54e9e-67d0-11ee-b1b7-3b51df600b5a/stripped_8ebb9e6420b34daee4ab93ca8c991d5e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7306547739.mp3","size":140765517,"duration":"3519.14","uid":"BWG7306547739","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9eb54e9e-67d0-11ee-b1b7-3b51df600b5a/id3/de8d711d8bb228dc114020a630c49074.mp3","id3FileProcessing":false,"id3FileSize":85177,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM Andy and Nick 10-10.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-10-11T17:57:50.162Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7Fpfu3QEH856CCwkHRGo8V"},{"id":"3dae0654-64b5-11ee-9afd-7f5ee511b1df","createdAt":"2023-10-07T02:00:08.055Z","updatedAt":"2023-11-08T14:22:54.088Z","title":"The Global Wrecking Ball: Surging Yields, U.S Dollar \u0026 Oil | Weekly Roundup","pubdate":"2023-10-07T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://spoti.fi/46WWQ6T\"\u003ehttps://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/77b8d612-5f1f-11ee-9c4d-5b9c2b5ba05a/%C2%A0https://apple.co/3UsnTiM\"\u003e https://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the historic declines in the bond market with the long end sell-off continuing. We also discuss the blowout payrolls data, which under the surface may not be as hot as the headline suggests. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDigital Asset Summit 2024 | London: https://blockworks.co/event/digital-asset-summit-2024-london\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://twitter.com/MarkYusko\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/01:15 Renewed Bond Bear Market\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(03:14) DAS London\u003c/p\u003e\u003cp\u003e(06:11) Sell-Off In The Bond Market\u003c/p\u003e\u003cp\u003e(11:24) Payrolls Come In Hot\u003c/p\u003e\u003cp\u003e(18:54) The Global Wrecking Ball: Oil, U.S Dollar \u0026amp; U.S Yield's\u003c/p\u003e\u003cp\u003e(24:36) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(25:24) Beware Of FOMO\u003c/p\u003e\u003cp\u003e(35:10) Diving Into The Payrolls Data\u003c/p\u003e\u003cp\u003e(37:25) Are Equities About To Crack?\u003c/p\u003e\u003cp\u003e(41:49) What Stops This Bond Market From Selling Off?\u003c/p\u003e\u003cp\u003e(44:27) The BoJ Steps In To Curb Yen Losses\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3dae0654-64b5-11ee-9afd-7f5ee511b1df/stripped_de02d630bc3d581b5e13ad392bc9a687.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4388549424.mp3","size":138684080,"duration":"3467.1","uid":"BWG4388549424","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3dae0654-64b5-11ee-9afd-7f5ee511b1df/id3/c79e0eca6fa442bf17040621a2bbbe05.mp3","id3FileProcessing":false,"id3FileSize":83699,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-10-07.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-10-07T12:49:16.172Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0NxDVV1hNaZ1FsOhmOQY5k"},{"id":"49559aca-623b-11ee-9cf5-eff829450fa3","createdAt":"2023-10-03T22:22:06.682Z","updatedAt":"2023-11-08T14:22:54.302Z","title":"China's Old Economic Model Is Dying | Leland Miller","pubdate":"2023-10-04T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f936a8ce-5752-11ee-af2e-d72ab9ad607d/%20https://spoti.fi/46WWQ6T\"\u003e https://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today’s episode, Leland Miller CEO of China Beige Book joins the show for a discussion on the death of China's old economic model.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith China's weaker than expected reopening \u0026amp; many expecting the imminent collapse of China, we invited Leland Miller to the show to give a data driven look into the Chinese economy, to help us understand what is really going on beneath the surface. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Leland: https://twitter.com/ChinaBeigeBook\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f936a8ce-5752-11ee-af2e-d72ab9ad607d/%20https://twitter.com/blockworks_\"\u003e https://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:31) Thing Aren't Great In China, But It Isn't Collapsing\u003c/p\u003e\u003cp\u003e(10:20) China's Old Economic Model Is Dying\u003c/p\u003e\u003cp\u003e(14:05) Xi Jinping's Push To \"Common Prosperity\"\u003c/p\u003e\u003cp\u003e(20:59) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(21:46) Inflation \u0026amp; Deflation In China\u003c/p\u003e\u003cp\u003e(27:30) How China's Growth Impacts Market's\u003c/p\u003e\u003cp\u003e(32:46) China's Rippling Inflation Impact\u003c/p\u003e\u003cp\u003e(37:54) U.S \u0026amp; China Relations\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/49559aca-623b-11ee-9cf5-eff829450fa3/stripped_b18f6412e2298b65155ece86caf31fad.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9973133916.mp3","size":112766431,"duration":"2819.16","uid":"BWG9973133916","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/49559aca-623b-11ee-9cf5-eff829450fa3/id3/35ed7f602554c709fbe893953095376b.mp3","id3FileProcessing":false,"id3FileSize":83943,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM Leland 10-03.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-10-04T09:04:51.015Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3HeujrwoLRy5tVzuBL9RZ5"},{"id":"77b8d612-5f1f-11ee-9c4d-5b9c2b5ba05a","createdAt":"2023-09-29T23:25:25.111Z","updatedAt":"2023-11-08T14:22:55.468Z","title":"The Next Phase Of The Bond Bear Market | Weekly Roundup","pubdate":"2023-09-30T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://spoti.fi/46WWQ6T\"\u003ehttps://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts:\u003ca href=\"%C2%A0https://apple.co/3UsnTiM\"\u003e https://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eMike and Mark tackle an explosive week of tremendous pain in the bond market alongside a continuing surge in oil prices. The pair consider the news surrounding potential Bitcoin and Ether ETFs, and Mark reminds listeners of his saying that \"risk cannot be destroyed, it can only be transformed.\" Filmed on September 29, 2023.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://twitter.com/MarkYusko\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/01:15 Renewed Bond Bear Market\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:38) Renewed Bond Bear Market\u003c/p\u003e\u003cp\u003e(11:57) Oil Surges Again\u003c/p\u003e\u003cp\u003e(27:58) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(28:45) Bitcoin \u0026amp; Ether ETFs\u003c/p\u003e\u003cp\u003e(38:43) Sinister Saturday: Does Inflation Benefit The Elites?\u003c/p\u003e\u003cp\u003e(51:28) \"Risk Is Like Energy: You Cannot Destroy It, You Can Only Transform It\"\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/77b8d612-5f1f-11ee-9c4d-5b9c2b5ba05a/stripped_9a281e084f3f2d7b775f89fe5382186d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5681661756.mp3","size":144521925,"duration":"3613.05","uid":"BWG5681661756","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/77b8d612-5f1f-11ee-9c4d-5b9c2b5ba05a/id3/3136e1073af6c4763b89af49c7dd80ac.mp3","id3FileProcessing":false,"id3FileSize":82857,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-09-30.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-09-29T23:25:26.635Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6yhkoDyrcK3Qm9BLcMoJm5"},{"id":"f208344c-5cb5-11ee-9b02-0f9320de64ab","createdAt":"2023-09-26T21:45:01.328Z","updatedAt":"2023-11-08T14:22:58.591Z","title":"Is Goldilocks Going To End Soon? | Darius Dale","pubdate":"2023-09-27T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify:\u003ca href=\"https://cms.megaphone.fm/organizations/0c5c735a-0570-11e9-b0b2-c756a46f8cae/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f936a8ce-5752-11ee-af2e-d72ab9ad607d/%20https://spoti.fi/46WWQ6T\"\u003e https://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDarius Dale, founder of 42Macro, returns to \u003cem\u003eOn The Margin \u003c/em\u003eto update Mike on his views on stocks, bonds, and the economy. Dale expects a true soft landing will be unlikely in the absence of a productivity boom, and, having correctly called the economic resiliency of the U.S. this year, he explains why he is now expecting a hard landing. Filmed on September 21, 2023.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Darius Dale on Twitter \u003ca href=\"https://twitter.com/DariusDale42\"\u003ehttps://twitter.com/DariusDale42\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:38) The Fed's New Dot Plot\u003c/p\u003e\u003cp\u003e(09:08) Darius's View On Interest Rates \u0026amp; Bond Yields\u003c/p\u003e\u003cp\u003e(20:50) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(21:37) The Sticky Inflation Narrative\u003c/p\u003e\u003cp\u003e(30:04) Darius' Outlook on Stocks \u0026amp; Bonds\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f208344c-5cb5-11ee-9b02-0f9320de64ab/stripped_cfd28849632e7d6cf4b8021ef81bccbc.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7920227566.mp3","size":96367803,"duration":"2409.2","uid":"BWG7920227566","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f208344c-5cb5-11ee-9b02-0f9320de64ab/id3/79ee971daf275878cae2bbad4a6ff06f.mp3","id3FileProcessing":false,"id3FileSize":83249,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM Darius 09-27.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-09-26T21:45:02.646Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3oZbx88C651dL3Z0l37Pnj"},{"id":"d48de8d8-59ba-11ee-b96d-abc9031c601d","createdAt":"2023-09-23T02:42:25.870Z","updatedAt":"2023-11-08T14:22:57.829Z","title":"The Market Doubts The Fed | Weekly Roundup","pubdate":"2023-09-23T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqa2FtWFNyQmFWdUYxODhrUWl1eF8tclZNbE9wQXxBQ3Jtc0ttMVl6MGN4eklnUUdUNkpGOXQ1RjJQR0hSaUdISlVGOXFDOVFnOGN1aUJnTGdKTmRVQTRtTmtZT1k3ZjVFamMyZGI2SGpqcnhrY0ZSOVRsT09CVVZnUlJwc2ktemUxSkJDNDBlYl9JcWsteW5SakVIQQ\u0026amp;q=https%3A%2F%2Fspoti.fi%2F46WWQ6T\u0026amp;v=qPiBFx_CTQA\"\u003ehttps://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbUxNb2RKUVlTMUZNNzdiOEFuNFk3UlUtTnpZUXxBQ3Jtc0tsV0RoNWprLUxybEZFb2pHbl9oWEZPTjk2OV9aUlVXMXY0V2xFS21Dd08zNWktZlRxNU9neUpyUWMzQm1XdmpCcUdYQXpKT2pXM1pKMXBRTlY2WGhGN1VHblFTZVU0QzNSOXM4WHQ1YXhNYl9Od1RNVQ\u0026amp;q=https%3A%2F%2Fapple.co%2F3UsnTiM\u0026amp;v=qPiBFx_CTQA\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqa0xpQjdJMlJhUjJNVFNhNDc1MldUR3l4V3pZUXxBQ3Jtc0ttR1M1VG1JbDg4MVlOSkxtXzFEOEMyWmVoSlA5dzVuRXRSWHZ2WWNiaVNBUTBZNExLRlUxTkpSVDdkQWdvZXpObWtuS1BhQ1NnbHFGeVhLM3JaVTRWbnFUbVM4RjE0allVeFZlemRLTFdZQmZGTVQzdw\u0026amp;q=https%3A%2F%2Fbit.ly%2F3NKpujX\u0026amp;v=qPiBFx_CTQA\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqblJEMjFRMUJueExaZ09LMXQ2dExicTNMdGhCUXxBQ3Jtc0tuWHBLbHlIRV9VcWp3eXYwN2xoR01nY1V4N1hDZFg1ODdBLWVtODAxYmJQUkNuTy16eVVmSjhDaWM4dnJPSVVXTTFjRS1UNllUeTFlVmJsRnRQR1ZUSUlUNmttaVY4amhra3I3SUM3ckE3M2dhSVotNA\u0026amp;q=https%3A%2F%2Ftwitter.com%2FOnTheMarginPod\u0026amp;v=qPiBFx_CTQA\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbF9uYWkxclVLQ05ndFJGWjU4bEh2V0N2SEx6QXxBQ3Jtc0ttdS1KaV8weGZhUVRlc0N1ekJDdkZEY2FJR2FMOV9fMXhUR2x4REJjbko4Qlo4Q3NNRWFQNHFVQktyaFBubmtGajBUZDRLTUF3WmM0ekxMNEJiWE1aM2I4Q0FMSEZvTUFyeDBDN0JxYmV4bG9Bcnc1MA\u0026amp;q=https%3A%2F%2Ftwitter.com%2FMarkYusko\u0026amp;v=qPiBFx_CTQA\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbFFtQmprYnhPbnNORm1qbWNuMHpRbTJLemRlZ3xBQ3Jtc0trb21aTDhYRUhWUFhtVnpMYkhtdlktU0RtcmNSS3RoTVZfTnZtd0djcGR3NzJqcE44cjg1NEFvOEF4Vk1rMXRsSFFfZlE1N3VkR2NsWFdDRzhqTGhlWTltd1RRWFI4OGV4M0RFYXpYUERVbDlQZzkzVQ\u0026amp;q=https%3A%2F%2Ftwitter.com%2FMikeIppolito_\u0026amp;v=qPiBFx_CTQA\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbTZtRVNEbnozRlk4THI2T21LQUFrTVN6Z21nQXxBQ3Jtc0trN01HOGdSQzJ5dUxkeU5FRzF0a01fS1lsNmlZQ0pBdm1HYnl3STBuXzVFRDB4OTdyZmtacWFfQTRkS1JWQmpSQWRKbmtSSHN0V3JrZHE2WmJPMFR3MDdNQVM0RUtoTWYtRUNvYmY5YmVaWWs5aFYxbw\u0026amp;q=https%3A%2F%2Ftwitter.com%2Fblockworks_\u0026amp;v=qPiBFx_CTQA\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbXVpT25NT0hXLXp4QlhYVUpKUmI1b0lCWEhsd3xBQ3Jtc0ttOGVFTlZhZmJMbk9oTjlCb3ZvajBiaDItTTZaMmt0WnlsQXdOMHRVOHlDcjdBS1R3dFNCbUFaWV9FTFpQaVFBM29qSmZHdFhUN1lBOWtXdXN0T01DZml0TG1iOENKU2h6TFR6WFJyWndqaDRsVDcyMA\u0026amp;q=https%3A%2F%2Fwww.blockworksresearch.com%2F\u0026amp;v=qPiBFx_CTQA\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:10) Fed Meeting\u003c/p\u003e\u003cp\u003e(17:06) Foreign Holdings Of Treasurys\u003c/p\u003e\u003cp\u003e(26:20) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(27:07) Market Views On Stocks and Bonds\u003c/p\u003e\u003cp\u003e(55:27) Crypto \u0026amp; Bitcoin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d48de8d8-59ba-11ee-b96d-abc9031c601d/stripped_f9d96dd1e51c61825452829cf366435c.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6639338897.mp3","size":188168358,"duration":"4704.21","uid":"BWG6639338897","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d48de8d8-59ba-11ee-b96d-abc9031c601d/id3/0b9ac633a2e48853d415dfd2d9ab3e60.mp3","id3FileProcessing":false,"id3FileSize":86947,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-09-23.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-09-25T06:54:23.807Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7m73DZ96PAIYygWlP73YX4"},{"id":"f936a8ce-5752-11ee-af2e-d72ab9ad607d","createdAt":"2023-09-20T01:13:57.394Z","updatedAt":"2023-11-08T14:22:58.763Z","title":"Brent Johnson: “Heaven Help The World If Dollar Continues To Skyrocket”","pubdate":"2023-09-20T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify:\u003ca href=\"%20https://spoti.fi/46WWQ6T\"\u003e https://spoti.fi/46WWQ6T\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today’s episode, Brent Johnson of Santiago Capital returns to On The Margin to share his view on the scorching summer rally in the U.S. dollar against other currencies. The surge in the dollar has been so fast and steady that Johnson expects a pullback, however, he warns that if the dollar continues to skyrocket then “heaven help the world.”\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Brent: \u003ca href=\"https://twitter.com/SantiagoAuFund\"\u003ehttps://twitter.com/SantiagoAuFund\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks:\u003ca href=\"%20https://twitter.com/blockworks_\"\u003e https://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:43) Where Is The Dollar Headed?\u003c/p\u003e\u003cp\u003e(11:59) Federal Reserve and Treasury Bond Prices\u003c/p\u003e\u003cp\u003e(21:19) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(22:07) Japan \u0026amp; China\u003c/p\u003e\u003cp\u003e(38:00) Inflation and Interest Rates\u003c/p\u003e\u003cp\u003e(44:20) Brent's Views on Recession Risk\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f936a8ce-5752-11ee-af2e-d72ab9ad607d/stripped_05587e9f51671c8a30b35958cfb5b4d8.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3271269634.mp3","size":131687444,"duration":"3292.19","uid":"BWG3271269634","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f936a8ce-5752-11ee-af2e-d72ab9ad607d/id3/18a20c5d5ea0e7ee04bd5da50ebfef38.mp3","id3FileProcessing":false,"id3FileSize":82903,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-09-20.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-09-21T02:43:20.241Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0TF5YN48MqtKSPzLJIKv4q"},{"id":"e1043474-5450-11ee-a138-43ced9ea98df","createdAt":"2023-09-16T05:21:24.335Z","updatedAt":"2023-11-08T14:22:58.284Z","title":"A Second Bout Of Inflation, Or Disinflation?","pubdate":"2023-09-16T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark reflect on Blockworks' very own Permissionless II conference down in Austin after a busy week of panels, networking \u0026amp; most of all... Texas BBQ! We then take a deep dive into this weeks inflation data. Should we expect a second bout of inflation, or is disinflation still the consensus view? To hear all this \u0026amp; more, you'll have to tune in! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e1043474-5450-11ee-a138-43ced9ea98df/stripped_4ec41731922772cfe3f40fee6cf64733.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7674780775.mp3","size":124669909,"duration":"3116.75","uid":"BWG7674780775","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e1043474-5450-11ee-a138-43ced9ea98df/id3/2532dedbf56f24f1bf8b43975660f5be.mp3","id3FileProcessing":false,"id3FileSize":81587,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-09-15.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-09-16T07:04:54.174Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/32Umf0fmse6cueNx6wzznq"},{"id":"fddb30e8-5234-11ee-9b2e-b746541dca00","createdAt":"2023-09-13T12:56:44.465Z","updatedAt":"2023-11-08T14:22:58.815Z","title":"A Wave Of Treasury Issuance Will Cause Bond Yields To Surge | Andy Constan \u0026 Bob Elliott","pubdate":"2023-09-13T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn todays episode, Andy Constan Founder of Damped Spring Macro Research \u0026amp; Bob Elliot CIO at Unlimited Funds join the show for a discussion on the emerging signs of a recessionary slowdown, the wave of U.S treasury issuance \u0026amp; it's impact on the long end of the bond market. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Andy: \u003ca href=\"https://twitter.com/dampedspring\"\u003ehttps://twitter.com/dampedspring\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Bob: \u003ca href=\"https://twitter.com/BobEUnlimited\"\u003ehttps://twitter.com/BobEUnlimited\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:11) Fading A Recession In 2023, But Are The Tides Turning?\u003c/p\u003e\u003cp\u003e(10:55) Central Banks Have Capitulated On Their Inflation Fight\u003c/p\u003e\u003cp\u003e(19:04) Blockworks Research Ad\u003c/p\u003e\u003cp\u003e(19:51) Understanding The Bond Market Repricing\u003c/p\u003e\u003cp\u003e(27:24) U.S Treasury Issuance Will Cause A Further Decline In Markets\u003c/p\u003e\u003cp\u003e(31:50) Inflation\u003c/p\u003e\u003cp\u003e(36:36) A Credit Crisis Is Unlikely\u003c/p\u003e\u003cp\u003e(51:03) How Have Hedge Funds Performed In 2023?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fddb30e8-5234-11ee-9b2e-b746541dca00/stripped_e27ed19ef065a121695d52f6f13d549b.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5438202525.mp3","size":150572929,"duration":"3764.32","uid":"BWG5438202525","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fddb30e8-5234-11ee-9b2e-b746541dca00/id3/81274291d3cdf4524249b445dc31299b.mp3","id3FileProcessing":false,"id3FileSize":83101,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-09-13.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-09-13T13:00:48.154Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/179fMAlcITFU7KMoBicHnH"},{"id":"7d2162e2-4e9c-11ee-86ba-0b771d7d1df5","createdAt":"2023-09-08T23:07:31.505Z","updatedAt":"2023-11-08T14:22:55.738Z","title":"Bankruptcies Are On The Rise | Weekly Roundup","pubdate":"2023-09-09T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Mike \u0026amp; Mark discuss the rise of bankruptcy filings in the U.S. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7d2162e2-4e9c-11ee-86ba-0b771d7d1df5/stripped_5f249536767fad286b871c778afbe841.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3395417563.mp3","size":172807313,"duration":"4320.18","uid":"BWG3395417563","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7d2162e2-4e9c-11ee-86ba-0b771d7d1df5/id3/ca86d852b14b4b5cade64f3cae1081ed.mp3","id3FileProcessing":false,"id3FileSize":81337,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM-09-08.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-09-09T15:12:26.486Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0BwZQ6XC5eK4E6gI15aAaG"},{"id":"336212ec-4c48-11ee-a4c8-a3fbd2fd5c1c","createdAt":"2023-09-05T23:59:07.751Z","updatedAt":"2023-11-08T14:22:53.615Z","title":"The Interest Rate Shock Hasn't Been Felt Yet | Cameron Dawson","pubdate":"2023-09-06T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for a discussion on the impact of higher interest rates. We discuss the economy's sensitivity to higher interest rates, Powell's shift to being a hawk vs his career as a dove \u0026amp; what we can learn from the most recent earnings season. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Cameron: https://twitter.com/CameronDawson\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/336212ec-4c48-11ee-a4c8-a3fbd2fd5c1c/stripped_77d5f1edf68cb3d1aed350086393c708.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8094842698.mp3","size":121687770,"duration":"3042.19","uid":"BWG8094842698","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/336212ec-4c48-11ee-a4c8-a3fbd2fd5c1c/id3/efd6adbbeb1c39eb2e7fd6a99e02676d.mp3","id3FileProcessing":false,"id3FileSize":81895,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM - CAMERON DAWSON.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-09-06T10:46:38.281Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0ZcWnq1iLK87AZeMdprS2V"},{"id":"1d07ecfc-4909-11ee-b6e6-af08fad2554d","createdAt":"2023-09-01T20:49:58.469Z","updatedAt":"2023-11-08T14:22:52.439Z","title":"Grayscale's Victory vs The SEC | Weekly Roundup","pubdate":"2023-09-02T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Mike \u0026amp; Mark discuss Grayscale's victory vs the SEC and what it means for the approval of a Bitcoin ETF. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/1d07ecfc-4909-11ee-b6e6-af08fad2554d/stripped_2a5b43e91b2a74235214a0e8bd148cdb.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6310951815.mp3","size":139118758,"duration":"3477.97","uid":"BWG6310951815","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/1d07ecfc-4909-11ee-b6e6-af08fad2554d/id3/eff26893af0f7267225a6edecfc84e76.mp3","id3FileProcessing":false,"id3FileSize":81431,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"RU-09-01.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-09-02T09:50:40.580Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6LcriCagHGJuMJRepyNJe6"},{"id":"10744094-47a1-11ee-b0fb-a3c887008abc","createdAt":"2023-08-31T01:52:38.513Z","updatedAt":"2023-11-08T14:22:52.375Z","title":"A Bitcoin ETF Is Coming, It's Just A Matter Of When | Charles Edwards","pubdate":"2023-08-31T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin \u0026amp; digital asset quant hedge fund joins the show for a discussion on the positive setup for Bitcoin heading into 2024.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eCharles walks us through the potential setup he sees for 2024 \u0026amp; beyond in the Bitcoin \u0026amp; crypto markets tracking a number of key indicators including on chain data, the Capriole macro index, Bitcoin's halving schedule, hash ribbons \u0026amp; the wave of liquidity Grayscale's win vs the SEC could introduce as investors await a full Bitcoin ETF approval. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:37) The Three Factor Model\u003c/p\u003e\u003cp\u003e(03:53) The Relationship Between Liquidity \u0026amp; Bitcoin\u003c/p\u003e\u003cp\u003e(06:35) The Bitcoin Halving\u003c/p\u003e\u003cp\u003e(11:23) Permissionless Plug\u003c/p\u003e\u003cp\u003e(12:34) Grayscale vs The SEC\u003c/p\u003e\u003cp\u003e(18:05) Bitcoin's 10-Year Trajectory\u003c/p\u003e\u003cp\u003e(24:48) $COIN \u0026amp; $MSTR: Understanding Demand For Crypto\u003c/p\u003e\u003cp\u003e(30:48) Capriole’s Macro Index\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/10744094-47a1-11ee-b0fb-a3c887008abc/stripped_3e4705f9c78d7fec6fb35e79fedce2bf.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4082278414.mp3","size":94201729,"duration":"2355.04","uid":"BWG4082278414","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/10744094-47a1-11ee-b0fb-a3c887008abc/id3/abd650599bf3de048ddbdce247d71791.mp3","id3FileProcessing":false,"id3FileSize":83067,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM - Charles Edwards - V2.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-08-31T18:03:28.139Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/24e6gcRVYxHMDB8sJSOfyk"},{"id":"8e7eeaf0-43bb-11ee-805a-e72834fab7a9","createdAt":"2023-08-26T02:52:12.258Z","updatedAt":"2023-11-08T14:22:55.912Z","title":"The Zero Interest Rate Era Is Over, What Next? | Weekly Roundup","pubdate":"2023-08-26T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the slew of macro data over the past few weeks. We also deep dive into the sell-off in Bitcoin last week from $30,000 to $26,000, China's slowdown, the housing market \u0026amp; more! To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8e7eeaf0-43bb-11ee-805a-e72834fab7a9/stripped_1ba71b67b5ad00c51efe93a353eae6dc.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9830273774.mp3","size":64269583,"duration":"4016.85","uid":"BWG9830273774","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8e7eeaf0-43bb-11ee-805a-e72834fab7a9/id3/dc157c2e3ea64fff76982ab1e84f7504.mp3","id3FileProcessing":false,"id3FileSize":81651,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"ZIRP RU AUDIO.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-08-26T13:50:18.208Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5vFrXKm7STfQvicGUytdY4"},{"id":"ae2e8ccc-415c-11ee-ab23-93a4b79af3b3","createdAt":"2023-08-23T02:28:00.905Z","updatedAt":"2023-11-08T14:22:56.937Z","title":"The U.S Dollar Wrecking Ball In A China Shop | Michael Kao \u0026 Nick Glinsman","pubdate":"2023-08-23T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":256,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today's episode of On The Margin, Michael Kao former hedge fund manager turned private investor \u0026amp; Nick Glinsman Co-Founder at Malmgren-Glinsman Partners join the show.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith every recent headline revolving around China, we invite two China watchers to the show for a deep dive on China's debt problem, real estate headwinds \u0026amp; battle with outright deflation. We discuss the impact of the \"U.S Dollar wrecking ball\", which has being swinging in Asia, and what \"trouble\" lies ahead for the U.S treasury market. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Nick: https://twitter.com/nglinsman\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/UrbanKaoboy\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGeopolitics/Inflation/USD-Ball In A China Shop: \u003ca href=\"https://www.urbankaoboy.com/p/re-geopoliticsinflationusd-ball-in\"\u003ehttps://www.urbankaoboy.com/p/re-geopoliticsinflationusd-ball-in\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eUSD/China - The Donkey Kong Dollar Peg: https://www.urbankaoboy.com/p/re-usdchina-the-donkey-kong-dollar\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eInflation/Real Estate - CRE Trends / The Strong US Consumer \u0026amp; The \"Ivan Drago\" Fed: https://www.urbankaoboy.com/p/re-inflationreal-estate-cre-trends\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMental Models-Destructive/Constructive Interference In Econ Cycles: https://www.urbankaoboy.com/p/re-mental-model-destructiveconstructive\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eUSD Wrecking Ball - Whither Art Thou?: https://www.urbankaoboy.com/p/re-usd-wrecking-ball-whither-art\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eInflation-The Case for Bear Steepening/Why The Fed Won’t Pivot Soon: https://www.urbankaoboy.com/p/re-inflation-the-case-for-bear-steepeningwhy\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGeopolitical Mosh Pits \u0026amp; Sovereign Debt Endgames: \u003ca href=\"https://twitter.com/UrbanKaoboy/status/1578888215494156289\"\u003ehttps://twitter.com/UrbanKaoboy/status/1578888215494156289\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWest Point Paper -- Part 1/4: \u003ca href=\"https://www.urbankaoboy.com/p/west-point-paper-part-14?r=jt0hj\"\u003ehttps://www.urbankaoboy.com/p/west-point-paper-part-14?r=jt0hj\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:44) USD Wrecking Ball In A China Shop\u003c/p\u003e\u003cp\u003e(11:05) China’s 40-Year Boom Is Over\u003c/p\u003e\u003cp\u003e(26:13) Permissionless Ad\u003c/p\u003e\u003cp\u003e(27:24) What's Causing The Bond Market Sell-Off?\u003c/p\u003e\u003cp\u003e(36:56) Bull vs Bear Steepening: Making Sense Of The Yield Curve\u003c/p\u003e\u003cp\u003e(44:40) Blockworks Research\u003c/p\u003e\u003cp\u003e(45:27) Geopolitical Mosh Pits \u0026amp; Sovereign Debt Endgames\u003c/p\u003e\u003cp\u003e(58:06) The Sovereign Debt Endgame\u003c/p\u003e\u003cp\u003e(01:04:21) China's Impending Minsky Moment\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ae2e8ccc-415c-11ee-ab23-93a4b79af3b3/stripped_5f403e7aa584f742046094e57e8dc33f.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3229949801.mp3","size":182053615,"duration":"4551.34","uid":"BWG3229949801","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ae2e8ccc-415c-11ee-ab23-93a4b79af3b3/id3/a5f3ee39d62c28d0e82ac92dd791178a.mp3","id3FileProcessing":false,"id3FileSize":86175,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"The U.S Dollar Wrecking Ball In A China Shop.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-08-23T14:44:00.117Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/50nMnUZ3fOsVF9YJdyRNXz"},{"id":"8741598a-3de4-11ee-a6b6-979863a669b7","createdAt":"2023-08-18T16:30:22.492Z","updatedAt":"2023-11-08T14:22:55.799Z","title":"Housing Market Downturn Isn't Over","pubdate":"2023-08-19T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/8741598a-3de4-11ee-a6b6-979863a669b7/image/66d1bd.jpeg?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow Forward Guidance On Spotify: https://spoti.fi/3E0Nbio\u003c/p\u003e\u003cp\u003eFollow Forward Guidance On Apple: https://apple.co/3hXQu2F\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week Mike is on holiday, so we bring you a special episode of Forward Guidance hosted by Jack Farley with Ivy Zelman Founder and CEO of Zelman \u0026amp; Associates.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Ivy Zelman on Twitter \u003ca href=\"https://twitter.com/Ivy_Zelman\"\u003ehttps://twitter.com/Ivy_Zelman\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Jack Farley on Twitter \u003ca href=\"https://twitter.com/JackFarley96\"\u003ehttps://twitter.com/JackFarley96\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Forward Guidance on Twitter \u003ca href=\"https://twitter.com/ForwardGuidance\"\u003ehttps://twitter.com/ForwardGuidance\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin or Forward Guidance should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8741598a-3de4-11ee-a6b6-979863a669b7/stripped_dbec629d2ce57f0a497a87566b5d3a8f.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6866227075.mp3","size":146308701,"duration":"3657.72","uid":"BWG6866227075","originalUrl":null,"bitrate":320,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8741598a-3de4-11ee-a6b6-979863a669b7/id3/072d7a92fb63e998f02010c5c29b286b.mp3","id3FileProcessing":false,"id3FileSize":82447,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"Housing Market Downturn Isn’t Over, Says Analyst Who Called 2008 Real Estate Crisis Ivy Zelman.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-08-19T09:25:54.225Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3qkeKZU46mV75FfcuGedsX"},{"id":"84202852-3b9c-11ee-9e1f-873a0db63062","createdAt":"2023-08-15T18:49:51.169Z","updatedAt":"2023-11-08T14:22:55.777Z","title":"The Fourth Turning: How Will It End? | Neil Howe","pubdate":"2023-08-16T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":245,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn todays episode Neil Howe, Author of The Fourth Turning \u0026amp; his latest book The Fourth Turning Is Here joins the show for a wide ranging discussion on the current generational cycle America finds itself in amidst the crisis phase of the fourth turning.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe dive deep into understanding the origins of a fourth turning, the economic \u0026amp; societal cycles throughout history rebuilding institutions. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe Fourth Turning Is Here: What the Seasons of History Tell Us about How and When This Crisis Will End: https://www.amazon.com/gp/product/1982173734/\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe Fourth Turning: An American Prophecy - What the Cycles of History Tell Us About America's Next Rendezvous with Destiny: https://www.amazon.com/gp/product/0767900464/\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003ehttps://www.fourthturning.com/\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBowling Alone: The Collapse and Revival of American Community: https://www.amazon.co.uk/Bowling-Alone-Collapse-American-Community/dp/0743203046\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe Moral Equivalent of War: https://www.youtube.com/watch?v=bbNFKgNoWc0\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Neil: https://twitter.com/howegeneration\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:27) Origins Of The Fourth Turning\u003c/p\u003e\u003cp\u003e(12:38) Research Ad\u003c/p\u003e\u003cp\u003e(13:28) The Economic \u0026amp; Societal Cycles Throughout History\u003c/p\u003e\u003cp\u003e(21:38) Rebuilding Institution's During A Fourth Turning\u003c/p\u003e\u003cp\u003e(33:28) Permissionless II Ad\u003c/p\u003e\u003cp\u003e(34:40) Internal vs External Conflict During A Fourth Turning\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/84202852-3b9c-11ee-9e1f-873a0db63062/stripped_f4b6a2c60d733ffc88bebde39caa02ee.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3320411891.mp3","size":69783927,"duration":"2907.66","uid":"BWG3320411891","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/84202852-3b9c-11ee-9e1f-873a0db63062/id3/467ec83ed1d3edcc8bdd6f1ce83541a4.mp3","id3FileProcessing":false,"id3FileSize":84151,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E245_Neil Howe_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-08-29T10:56:11.846Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4ijvChkfHD6EUJj01D1vSe"},{"id":"0aa35abc-38c2-11ee-88f5-0bcc3c458704","createdAt":"2023-08-12T03:40:54.715Z","updatedAt":"2023-11-08T14:22:52.738Z","title":"China Slides Into Deflation, What Happens Next? | Round Up","pubdate":"2023-08-12T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":244,"subtitle":"","summary":"\u003cp\u003eWe apologise for audio issues on todays episode!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark take a deep dive into July's inflation data. Despite inflation ticking up due to base effects, the trend across developed economies remains disinflation, while China finds itself battling outright deflation.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eHow will China's economic slowdown impact the global economy \u0026amp; markets? To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/0aa35abc-38c2-11ee-88f5-0bcc3c458704/stripped_5f64da57ee469ed6773187fe9f1c3706.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9360001773.mp3","size":76414431,"duration":"3183.93","uid":"BWG9360001773","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/0aa35abc-38c2-11ee-88f5-0bcc3c458704/id3/1f1ed2afece86dc55bb862d38fe5a225.mp3","id3FileProcessing":false,"id3FileSize":81995,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E244_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-08-12T12:59:13.929Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6fuiN59kA1xFZhV5RYYm7S"},{"id":"474c4e44-3672-11ee-8297-6f646041530e","createdAt":"2023-08-09T05:04:54.415Z","updatedAt":"2023-11-08T14:22:54.184Z","title":"The Blockworks Origin Story","pubdate":"2023-08-09T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eSubscribe To Empire On YouTube: https://tinyurl.com/4fdhhb2j\u003c/p\u003e\u003cp\u003eSubscribe To Empire On Apple: https://tinyurl.com/mv4frfv7\u003c/p\u003e\u003cp\u003eSubscribe To Empire On Spotify: https://tinyurl.com/wbaypprw\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis is a special episode taken from the Empire podcast hosted by Blockworks Co-Founder Jason Yanowitz, private investor Santiago Santos \u0026amp; Framework Ventures Co-Founder Michael Anderson.\u003c/p\u003e\u003cp\u003eOn todays episode we deep dive into the Blockworks origin story. We start at the very beginning in 2017, leading all the way through to 2023 \u0026amp; the ensuing 18 months ahead. We discuss the challenges of scaling a business, surviving March 2020, the evolving thesis for Blockworks' growth \u0026amp; trajectory and what it takes to build a great media business in the 21st century. To hear all this \u0026amp; more, you'll have. to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Michael I: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Jason: https://twitter.com/JasonYanowitz\u003c/p\u003e\u003cp\u003eFollow Michael A: https://twitter.com/im_manderson\u003c/p\u003e\u003cp\u003eFollow Santiago: https://twitter.com/santiagoroel\u003c/p\u003e\u003cp\u003eFollow Empire: https://twitter.com/theempirepod\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) The Blockworks Start\u003c/p\u003e\u003cp\u003e(08:20) Entrepreneur Mindset Origination\u003c/p\u003e\u003cp\u003e(11:42) Determining Product Categories\u003c/p\u003e\u003cp\u003e(19:18) The March 2020 Pivot\u003c/p\u003e\u003cp\u003e(24:12) Competitive Landscape\u003c/p\u003e\u003cp\u003e(30:26) The Hiring Difference\u003c/p\u003e\u003cp\u003e(34:36) Cycle Sentiment Check-in\u003c/p\u003e\u003cp\u003e(39:24) Aligning Teams in Crypto\u003c/p\u003e\u003cp\u003e(43:37) Target Audience\u003c/p\u003e\u003cp\u003e(47:04) Permissionless\u003c/p\u003e\u003cp\u003e(48:30) Evolving Thesis Approach\u003c/p\u003e\u003cp\u003e(57:03) Narrative Pulse Check-in\u003c/p\u003e\u003cp\u003e(01:00:02) Crypto's Killer App\u003c/p\u003e\u003cp\u003e(01:02:38) Why Back Blockworks?\u003c/p\u003e\u003cp\u003e(01:13:11) The Biggest Mistake\u003c/p\u003e\u003cp\u003e(01:16:16) The DAO Thesis\u003c/p\u003e\u003cp\u003e(01:23:12) Staying Interested Advice\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/474c4e44-3672-11ee-8297-6f646041530e/stripped_6d942f2f677d57bb9b6115cd8157bba2.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6499993978.mp3","size":89184966,"duration":"5574.06","uid":"BWG6499993978","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/474c4e44-3672-11ee-8297-6f646041530e/id3/e522cb4032009251d88d0fd60dfda9c2.mp3","id3FileProcessing":false,"id3FileSize":84641,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM The Blockworks Origin Story Michael \u0026 Jason_1.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-08-09T16:57:44.512Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7t0UoYSsWHbaUw0Kw5Qg49"},{"id":"3af053d6-332d-11ee-8cca-07eeade4b4e7","createdAt":"2023-08-05T01:13:04.943Z","updatedAt":"2023-11-08T14:22:54.093Z","title":"The Bond Market Wrecking Ball Shocks Markets | Round Up","pubdate":"2023-08-05T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":243,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the volatile week in markets as the long end of the U.S bond market began selling off on Wednesday. We discuss the potential catalysts including increased treasury issuance, the BoJ's yield curve control tweak \u0026amp; Fitch's downgrade from AAA to AA+. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFinally we walk through the highly anticipated earnings from Apple \u0026amp; Amazon, which saw mixed results leading to a bout of short term volatility in markets to end the week. To hear all this \u0026amp; more, you'll have to tune in! \u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3af053d6-332d-11ee-8cca-07eeade4b4e7/stripped_6b2ef3b98974696f3155922f6aa44161.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9348162783.mp3","size":91197648,"duration":"3799.9","uid":"BWG9348162783","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3af053d6-332d-11ee-8cca-07eeade4b4e7/id3/2e5f195746c64ffc2ed3c6eee2647e37.mp3","id3FileProcessing":false,"id3FileSize":82171,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E243_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-08-05T10:21:08.913Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7ipMWqmIgHdr51NfLvnGC8"},{"id":"6e769dca-30ce-11ee-9768-978785c276fc","createdAt":"2023-08-02T00:49:26.901Z","updatedAt":"2023-11-08T14:22:55.390Z","title":"Prepare For A \"Reckoning\" In The Soft Landing Narrative | Jesse Felder","pubdate":"2023-08-02T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":242,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46mn1n3\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eOn todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eQuestioning the soft landing narrative, Jesse expects a deterioration in economic data in the coming months at a time when sentiment is as bullish as ever. We also discuss the current state of the U.S fiscal situation, the BoJ's surprise yield curve control tweak \u0026amp; the path ahead for the U.S Dollar. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Jesse: https://twitter.com/jessefelder\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:07) Where Are We In The Cycle?\u003c/p\u003e\u003cp\u003e(07:37) Bear Market Rally, Or New Bull Market?\u003c/p\u003e\u003cp\u003e(11:47) Permissionless II Ad\u003c/p\u003e\u003cp\u003e(12:36) Sentiment \u0026amp; Valuations\u003c/p\u003e\u003cp\u003e(16:58) \"At Some Point The Bond Market Takes Away The Money Printer\"\u003c/p\u003e\u003cp\u003e(21:28) The Bank of Japan Surprises Markets\u003c/p\u003e\u003cp\u003e(31:15) Research Ad\u003c/p\u003e\u003cp\u003e(32:28) The Path Ahead For The Dollar\u003c/p\u003e\u003cp\u003e(36:41) While Monetary Policy Tightens, Fiscal Continues Spending\u003c/p\u003e\u003cp\u003e(38:45) Is The Inflation Fight Really Over?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/6e769dca-30ce-11ee-9768-978785c276fc/stripped_d6333a26363a86ef2e96c0141033660a.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3983215951.mp3","size":62549053,"duration":"2606.21","uid":"BWG3983215951","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/6e769dca-30ce-11ee-9768-978785c276fc/id3/418afe3dd57125bad83bd51793f14787.mp3","id3FileProcessing":false,"id3FileSize":83427,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E242_Jesse Felder_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-08-02T14:14:20.188Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/68shMIA7TsDrp2OpHCiWRF"},{"id":"8dbe0316-2dc8-11ee-a1c1-3bcc14c27dd2","createdAt":"2023-07-29T04:29:48.904Z","updatedAt":"2023-11-08T14:22:55.904Z","title":"The 2023 Bull Market Has Further To Run | Weekly Round Up","pubdate":"2023-07-29T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":241,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46WWQ6T\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eAfter many weeks apart, Mark \u0026amp; Mike reunite to discuss the top stories of the week. In the midst of earnings season, we take a look at the bull market of 2023 \u0026amp; discuss whether the rally has further to run, or not?\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe also discuss the FOMC meeting which saw the Fed hike 25bps to the highest level in 22 years. With all the positive U.S economic data being released, will the Fed be able to achieve it's desired soft landing? To hear Mark \u0026amp; Mike's outlook on earnings, FOMC \u0026amp; the path forward for the second half of 2023, you'll have to tune in!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8dbe0316-2dc8-11ee-a1c1-3bcc14c27dd2/stripped_4227ead60a1b765aaa1e4be9fe2dfeb6.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1323480176.mp3","size":63397928,"duration":"2641.58","uid":"BWG1323480176","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8dbe0316-2dc8-11ee-a1c1-3bcc14c27dd2/id3/dfd31c2f3b2458cce960d7818528f6c5.mp3","id3FileProcessing":false,"id3FileSize":82263,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E241_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-07-29T13:16:08.995Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6iPyeYGcFbpbVZjE0xoQxt"},{"id":"27fb7738-2b30-11ee-beeb-1b6804cb5587","createdAt":"2023-07-25T21:13:52.359Z","updatedAt":"2023-11-08T14:22:53.238Z","title":"Balaji Srinivasan: Crypto Networks, Sovereignty \u0026 Decentralization with Akshay BD","pubdate":"2023-07-27T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/27fb7738-2b30-11ee-beeb-1b6804cb5587/image/101927.png?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow Lightspeed on YouTube: https://bit.ly/43o3Syk\u003c/p\u003e\u003cp\u003eFollow Lightspeed on Apple: https://apple.co/3OhiXgV\u003c/p\u003e\u003cp\u003eFollow Lightspeed on Spotify: https://spoti.fi/3OkF7PD\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis is a special episode of Lightspeed, Blockworks' newest podcast, where we interview Balaji Srinivasan and Akshay BD to discuss crypto networks, sovereignty and the practicality of decentralization. If you only tune in to one episode of Lightspeed, this is it. We discuss if crypto is a bet on tech or financial collapse, blockchain infrastructure ideologies, Balaji's Network State, how to build effective communities, the future of open source, combatting tribalism and more! \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe're dropping this episode here as we think you'll want to add Lightspeed to your podcast lineup!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Balaji: \u003ca href=\"https://twitter.com/balajis\"\u003ehttps://twitter.com/balajis\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Akshay: \u003ca href=\"https://twitter.com/akshaybd\"\u003ehttps://twitter.com/akshaybd\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mert: \u003ca href=\"https://twitter.com/0xMert_\"\u003ehttps://twitter.com/0xMert_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Garrett: \u003ca href=\"https://twitter.com/GarrettHarper_\"\u003ehttps://twitter.com/GarrettHarper_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Lightspeed: \u003ca href=\"https://twitter.com/Lightspeedpodhq\"\u003ehttps://twitter.com/Lightspeedpodhq\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: \u003ca href=\"https://blockworks.co/newsletter/\"\u003ehttps://blockworks.co/newsletter/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: \u003ca href=\"https://blockworks.co/event/permissionless-2023\"\u003ehttps://blockworks.co/event/permissionless-2023\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(03:01) Is Crypto a Bet on Tech or Financial Collapse?\u003c/p\u003e\u003cp\u003e(08:04) Appchains vs Monolithic vs Modular Ideology \u003c/p\u003e\u003cp\u003e(13:07) Why Akshay Joined the Solana Community\u003c/p\u003e\u003cp\u003e(15:54) Permissionless Promo\u003c/p\u003e\u003cp\u003e(16:54) The Network State\u003c/p\u003e\u003cp\u003e(31:21) Market Depth and the Overton Window\u003c/p\u003e\u003cp\u003e(37:25) How to Build Effective Communities\u003c/p\u003e\u003cp\u003e(43:43) Three Ways to Align People\u003c/p\u003e\u003cp\u003e(50:11) How to Combat Tribalism\u003c/p\u003e\u003cp\u003e(01:03:54) Crypto has PMF, Regulation is Holding it Back\u003c/p\u003e\u003cp\u003e(01:14:57) Will Centralized Companies Embrace Open Source?\u003c/p\u003e\u003cp\u003e(01:17:28) Advice for Startup Founders\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResources\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eJito\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.jito.network/staking/?utm_source=lightspeed\u0026amp;utm_medium=podcast\u0026amp;utm_campaign=lightspeed_Q323_1\"\u003e\u003cu\u003ejito.network\u003c/u\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe Network State\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://thenetworkstate.com/\"\u003ehttps://thenetworkstate.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe Network State (Balaji, Estonia 2015)\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://teleport.org/blog/2015/07/the-network-state/\"\u003ehttps://teleport.org/blog/2015/07/the-network-state/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eSoftware is Reorganizing the World (Balaji, 2011)\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.wired.com/2013/11/software-is-reorganizing-the-world-and-cloud-formations-could-lead-to-physical-nations/\"\u003ehttps://www.wired.com/2013/11/software-is-reorganizing-the-world-and-cloud-formations-could-lead-to-physical-nations/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe Secret Document That Transformed China\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.npr.org/sections/money/2012/01/20/145360447/the-secret-document-that-transformed-china\"\u003ehttps://www.npr.org/sections/money/2012/01/20/145360447/the-secret-document-that-transformed-china\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eSuperTeam\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://superteam.fun/\"\u003ehttps://superteam.fun/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://twitter.com/SuperteamDAO\"\u003ehttps://twitter.com/SuperteamDAO\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e- - \u003c/p\u003e\u003cp\u003eDisclaimers:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eLightspeed was kickstarted by a grant from the Solana Foundation.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eNothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/27fb7738-2b30-11ee-beeb-1b6804cb5587/stripped_9d6ea2df57a2b2f6750bcbb238140c00.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6522692973.mp3","size":78005394,"duration":"4875.34","uid":"BWG6522692973","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"mono","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/27fb7738-2b30-11ee-beeb-1b6804cb5587/id3/dc06bab92f8e376d7e7ecc04f3a6571d.mp3","id3FileProcessing":false,"id3FileSize":87151,"parentId":null,"guid":null,"pubdateTimezone":"US/Eastern","originalFilename":"Balaji for Macro.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-07-26T09:22:15.090Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/18QBfx5LT9z03WlnAYNZt6"},{"id":"92d6ad54-2bf6-11ee-83d8-27c927dbdc23","createdAt":"2023-07-26T20:54:11.984Z","updatedAt":"2023-11-08T14:22:56.205Z","title":"Powell Raises Rates To A 22-Year High, Is This The End? | Jim Bianco","pubdate":"2023-07-26T20:52:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: \u003ca href=\"https://spoti.fi/46mn1n3\"\u003ehttps://spoti.fi/46mn1n3\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: \u003ca href=\"https://apple.co/3UsnTiM\"\u003ehttps://apple.co/3UsnTiM\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: \u003ca href=\"https://bit.ly/3NKpujX\"\u003ehttps://bit.ly/3NKpujX\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today's episode of On The Margin, Jim Bianco Founder of Bianco Research LLC joins the show to break down Powell's comments after the Fed raises rates 25bps to a 22-year high. Will this rate hike mark the end of the Fed's hiking cycle, or could we see a resurgence in inflation as month over month base effects begin to impact the year over year headline CPI number. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Jim: \u003ca href=\"https://twitter.com/biancoresearch\"\u003ehttps://twitter.com/biancoresearch\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: \u003ca href=\"https://blockworks.co/event/permissionless-2023\"\u003ehttps://blockworks.co/event/permissionless-2023\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/92d6ad54-2bf6-11ee-83d8-27c927dbdc23/stripped_1af1d2d65a060b8f6a0ff631583fc006.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4809364986.mp3","size":79754761,"duration":"3323.12","uid":"BWG4809364986","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/92d6ad54-2bf6-11ee-83d8-27c927dbdc23/id3/ff9dd3888978a1c3a636f9d109334ae0.mp3","id3FileProcessing":false,"id3FileSize":82823,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"Powell Raises Rates To A 22-Year High, Is This The End_Jim Bianco_audio_v02.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-07-26T21:22:17.537Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0Tf9D9dKrxvcR3vpN8Kbwj"},{"id":"19462578-2845-11ee-b3bc-cfba36c1888c","createdAt":"2023-07-22T04:06:13.621Z","updatedAt":"2023-11-08T14:22:52.387Z","title":"The Big Tech Bull Market, Not A Mania Yet | Round Up","pubdate":"2023-07-22T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":239,"subtitle":"","summary":"\u003cp\u003eFollow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY\u003c/p\u003e\u003cp\u003eFollow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eWith Mike \u0026amp; Mark out, Jack Farley of the Forward Guidance podcast joins Blockworks' very own newsletter writer Byron Gilliam for a wide raging discussion on the top stories of the week.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith the recent Ripple vs SEC ruling, we discuss what impact this has for not only Ripple, but the crypto industry more broadly as many view this as a big win for the industry. We then dive deep into earnings with a number of companies reporting this week, and many more reporting next week. Will the big tech led bull run continue, or is this new bull market approaching a mania phase? To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Jack: https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Byron: https://twitter.com/bgilliam1982\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/19462578-2845-11ee-b3bc-cfba36c1888c/stripped_c1c69dfc228bc5d975925dd4df986087.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5527011491.mp3","size":77608123,"duration":"3233.67","uid":"BWG5527011491","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/19462578-2845-11ee-b3bc-cfba36c1888c/id3/ca2e6fc9f3f13aafe6a0cde3114a0cb3.mp3","id3FileProcessing":false,"id3FileSize":82387,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E239_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-07-22T09:48:58.326Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2uDMckqutBWkAfu6x7qKIu"},{"id":"18f45710-2580-11ee-9945-b3f7f5cfcec3","createdAt":"2023-07-18T15:30:59.902Z","updatedAt":"2023-11-08T14:22:53.141Z","title":"The Recession Paradox | Alfonso Peccatiello","pubdate":"2023-07-19T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow Forward Guidance On Spotify: https://spoti.fi/3Y0oueY\u003c/p\u003e\u003cp\u003eFollow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eAlfonso Peccatiello, founder of The Macro Compass, returns to Forward Guidance to discuss why there's no U.S. recession as of yet, how long is the lag of rate hikes' effect on the economy, and why bonds haven't performed well despite a rapid fall in inflation. Jack and Alfonso debate whether central banks print money, and Alfonso poses a spirited challenge to the predictive power of liquidity (bank reserves) on risk assets. Filmed on July 12, 2023.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Alfonso: https://twitter.com/MacroAlf\u003c/p\u003e\u003cp\u003eFollow Jack Farley on Twitter https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\u003c/p\u003e\u003cp\u003eFollow On The Margin on Twitter https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks on Twitter https://twitter.com/Blockworks_\u003c/p\u003e\u003cp\u003eThe Macro Compass: https://t.co/zmbDLZ99iN\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\u003c/p\u003e\u003cp\u003ehttps://rb.gy/5weeyw\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMarket commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:33) The Recession That Didn't Show Up\u003c/p\u003e\u003cp\u003e(11:48) How Big Is The Tightening of Credit Availability?\u003c/p\u003e\u003cp\u003e(20:33) Is Quantitive Easing (QE) \"Money Printing\"? Jack \u0026amp; Alf Debate\u003c/p\u003e\u003cp\u003e(30:12) Money Printing Type #1: Fiscal Deficits\u003c/p\u003e\u003cp\u003e(39:13) Money Printing Type #2: Bank Lending\u003c/p\u003e\u003cp\u003e(47:20) Money Printing Type #3: Non-Bank Lending\u003c/p\u003e\u003cp\u003e(50:37) Can \"Liquidity\" Explain Market Returns? Alf Says No!\u003c/p\u003e\u003cp\u003e(01:02:01) Why Haven't Bonds Performed As Inflation Has Fallen?\u003c/p\u003e\u003cp\u003e(01:07:51) When Recession?\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on Forward Guidance or On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/18f45710-2580-11ee-9945-b3f7f5cfcec3/stripped_f6ab9dc1c07b88be2ea3970fea6a6242.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5897373640.mp3","size":104802219,"duration":"4366.76","uid":"BWG5897373640","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/18f45710-2580-11ee-9945-b3f7f5cfcec3/id3/4e20b8011fd340eae8878572ac83782e.mp3","id3FileProcessing":false,"id3FileSize":84187,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20230716_ Peccatiello_OTM-FINAL.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-07-19T11:07:35.482Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0oMyD1fzpHSmMoaKx3Ywxy"},{"id":"dfff1d34-22b2-11ee-859b-83a89e857bfd","createdAt":"2023-07-15T01:56:55.183Z","updatedAt":"2023-11-08T14:22:58.253Z","title":"Recession Cancelled: Crypto Summer Is Here | Weekly Round-up","pubdate":"2023-07-15T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eWith Mike out, Jack Farley of the Forward Guidance podcast fills in to guest-host this episode. Mark and Jack talk about everything from the Knights Templar to the potential approval of Blackrock's spot Bitcoin ETF.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://twitter.com/MarkYusko\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Jack: https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code GUIDANCE20 to get 20% off Permissionless 2023 in Austin:\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://blockworks.co/event/permissionless-2023\"\u003ehttps://blockworks.co/event/permissionless-2023\u003c/a\u003eResearch, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/dfff1d34-22b2-11ee-859b-83a89e857bfd/stripped_e8cfcf2cec2584ae8b204013dce1dd67.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4880166564.mp3","size":72455314,"duration":"4528.46","uid":"BWG4880166564","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/dfff1d34-22b2-11ee-859b-83a89e857bfd/id3/b6c2a5052290cbb6fcf0bc3c5fb7b4b2.mp3","id3FileProcessing":false,"id3FileSize":82195,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20230715_OTM-Roundup_FINAL_FINAL_AUDIO.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-07-15T09:10:46.811Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1cVWmppkymsqG0gpxvLDqh"},{"id":"eb5c9a5e-2090-11ee-b36d-efb7d9e788ad","createdAt":"2023-07-12T08:48:49.021Z","updatedAt":"2023-11-08T14:22:58.550Z","title":"Central Banks Fight Inflation, China Battles Deflation | Nick Glinsman","pubdate":"2023-07-12T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46mn1n3\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn todays episode Nick Glinsman Co-Founder at Malmgren-Glinsman Partners joins the show for a discussion on the current global macro outlook in 2023 as we enter the second half of the year.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWhile central banks continue to fight fiscal driven inflation using monetary policy, Nick argues that financial conditions are still too loose as markets continue to rally, credit remains contained \u0026amp; most importantly the labor market remains near record low unemployment. After taking us on a global tour of the inflation situation in the U.S, U.K \u0026amp; Europe Nick shares why China is actually battling deflation, and what the path ahead for the PBOC could look like. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Nick: https://twitter.com/nglinsman \u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMalmgren Institute LLC: https://d5d0c2-2.myshopify.com/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:33) The Labour Market Remains Strong... For Now\u003c/p\u003e\u003cp\u003e(09:53) Quantitative Tightening \u0026amp; Liquidity\u003c/p\u003e\u003cp\u003e(15:09) Permissionless II Ad\u003c/p\u003e\u003cp\u003e(15:58) The Fed's Stuck Between A Rock \u0026amp; A Hard Place\u003c/p\u003e\u003cp\u003e(16:40) An Update On The March Banking Turmoil\u003c/p\u003e\u003cp\u003e(22:00) The Power Of Fiscal Policy\u003c/p\u003e\u003cp\u003e(23:54) Debt, Demographics \u0026amp; Deglobalization\u003c/p\u003e\u003cp\u003e(28:57) Is The UK Economy In Crisis?\u003c/p\u003e\u003cp\u003e(38:35) Research Ad\u003c/p\u003e\u003cp\u003e(39:24) Further Risks For Private Equity?\u003c/p\u003e\u003cp\u003e(41:04) Why Is China Battling Deflation\u003c/p\u003e\u003cp\u003e(51:44) Is China's Liquidity Impulse Really Stimulative?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/eb5c9a5e-2090-11ee-b36d-efb7d9e788ad/stripped_f0466220d6810febba2fa6bf2d12ea63.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4173844773.mp3","size":56125648,"duration":"3507.85","uid":"BWG4173844773","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/eb5c9a5e-2090-11ee-b36d-efb7d9e788ad/id3/b765d02537eeca44d91981979fb7e471.mp3","id3FileProcessing":false,"id3FileSize":84125,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"Central Banks Fight Inflation, China Battles Deflation _ Nick Glinsman.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-07-12T12:10:58.895Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7xRHRZVSnpwyaYvy2k29rk"},{"id":"a0aaff26-1d3b-11ee-849b-9f5247a47ede","createdAt":"2023-07-08T03:00:42.995Z","updatedAt":"2023-11-08T14:22:56.837Z","title":"BlackRock's Bitcoin ETF Is A \"Big Deal\", Here's Why | Round Up","pubdate":"2023-07-08T10:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":236,"subtitle":"","summary":"\u003cp\u003eThis week, Mark returns to the weekly roundup after a two week hiatus! We dive straight into the biggest story of the week as Larry Fink took to the airwaves with a switched stance on Bitcoin weeks after BlackRock, the largest asset manager in the world, filed for their highly anticipated spot Bitcoin ETF. We discuss the implications of a spot Bitcoin ETF being approved, and in Mark's own words, it would be a \"big big deal\". To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/a0aaff26-1d3b-11ee-849b-9f5247a47ede/stripped_d4966554d691147cc8395e66137a59c5.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8043604267.mp3","size":74901001,"duration":"3120.88","uid":"BWG8043604267","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/a0aaff26-1d3b-11ee-849b-9f5247a47ede/id3/7bde84f7aa9a688a53bfe7ce6d118ab8.mp3","id3FileProcessing":false,"id3FileSize":81641,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E236_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-07-08T10:13:00.636Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2JAAQSRGeemNtJr3hSw6hR"},{"id":"1b9ca47e-1a11-11ee-a752-8f87fc805fb2","createdAt":"2023-07-04T02:18:47.403Z","updatedAt":"2023-11-08T14:22:52.427Z","title":"The End Game For Central Banks Inflation Fight | Lyn Alden","pubdate":"2023-07-05T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":235,"subtitle":"","summary":"\u003cp\u003eFollow On The Margin On Spotify: https://spoti.fi/46mn1n3\u003c/p\u003e\u003cp\u003eFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today's episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eEarly to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 \u0026amp; beyond. Lyn walks through the rise of fiscal dominance and attempts to answer the question will high interest rates fix high inflation? To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Lyn: https://twitter.com/LynAldenContact\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eDo High Interest Rates Fix High Inflation? https://www.lynalden.com/inflation-vs-interest-rates/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:50) Inflation\u003c/p\u003e\u003cp\u003e(06:18) The Rise Of Fiscal Dominance\u003c/p\u003e\u003cp\u003e(13:14) Cyclical vs Secular Inflation\u003c/p\u003e\u003cp\u003e(15:33) Permissionless II Ad\u003c/p\u003e\u003cp\u003e(16:21) Inflation Today vs The 1940's\u003c/p\u003e\u003cp\u003e(28:14) Research Ad\u003c/p\u003e\u003cp\u003e(29:04) What Is The End Game?\u003c/p\u003e\u003cp\u003e(36:55) Investing In This Environment\u003c/p\u003e\u003cp\u003e(41:42) Housing \u0026amp; Real Estate\u003c/p\u003e\u003cp\u003e(45:57) How Changing Technology Drove The Evolution Of Money\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/1b9ca47e-1a11-11ee-a752-8f87fc805fb2/stripped_5039e413062594c834995db870c06abc.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8882722080.mp3","size":69341308,"duration":"2889.22","uid":"BWG8882722080","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/1b9ca47e-1a11-11ee-a752-8f87fc805fb2/id3/f0071bbb360b7166a0cd74b313da7811.mp3","id3FileProcessing":false,"id3FileSize":83375,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E236_Lyn Alden_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-07-05T13:12:33.790Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1uQNeQ7SEC0PpOyk4XodKd"},{"id":"3e624786-17cb-11ee-b381-c771e288b39b","createdAt":"2023-07-01T04:53:38.624Z","updatedAt":"2023-11-08T14:22:54.116Z","title":"Will The Fed Get Their Soft Landing? | Weekly Round Up","pubdate":"2023-07-01T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":234,"subtitle":"","summary":"\u003cp\u003eFollow Forward Guidance On Spotify: https://spoti.fi/3poBcr6\u003c/p\u003e\u003cp\u003eFollow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eThis 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 \u0026amp; 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 \u0026amp; whether the Fed will get their soft landing?\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Jack: https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3e624786-17cb-11ee-b381-c771e288b39b/stripped_e90527773abed683e0dae3e14f4056f8.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3784972007.mp3","size":85093145,"duration":"3545.55","uid":"BWG3784972007","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3e624786-17cb-11ee-b381-c771e288b39b/id3/8fe50822a757475fe52ee8fb17763463.mp3","id3FileProcessing":false,"id3FileSize":81893,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E234_Round Up_audio_v02.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-07-01T10:41:30.765Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7gYmPDGAVb7PB9eEqiVCgl"},{"id":"2cd5f8d0-155c-11ee-b190-4f4cf70cb131","createdAt":"2023-06-28T02:33:32.743Z","updatedAt":"2023-11-08T14:22:53.452Z","title":"Veteran Money Manager On A.I's Disruptive Innovation | Jordi Visser","pubdate":"2023-06-28T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":233,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On The Margin, Jordi Visser a veteran money manager \u0026amp; currently President and CIO, Weiss Multi-Strategy Advisers joins the show for a discussion on the disruptive technologies changing the investing landscape in 2023.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith the release of ChatGPT in 2022, a tidal wave of investment \u0026amp; excitement has resurged around the promise of A.I. In this episode, Jordi walks through the opportunities this technology can provide in 2023 \u0026amp; beyond. To hear how Jordi approaches investing in disruptive technology, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Jordi: https://twitter.com/jvisser_weiss\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eDisruptive 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\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:52) Inflation, Technology \u0026amp; The Macro Cycle\u003c/p\u003e\u003cp\u003e(02:21) We're Entering A Productivity Boom\u003c/p\u003e\u003cp\u003e(05:18) Artificial Intelligence\u003c/p\u003e\u003cp\u003e(09:08) Permissionless II Ad\u003c/p\u003e\u003cp\u003e(09:56) Investing In Disruptive Technology\u003c/p\u003e\u003cp\u003e(19:12) The Effect Of A.I's \"Disruptive Innovation\"\u003c/p\u003e\u003cp\u003e(24:15) Crypto\u003c/p\u003e\u003cp\u003e(31:00) Is Crypto A New Nation State?\u003c/p\u003e\u003cp\u003e(35:52) Research Ad\u003c/p\u003e\u003cp\u003e(36:41) Where Are We In The Market Cycle?\u003c/p\u003e\u003cp\u003e(45:20) Recession Fears Are Overblown\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2cd5f8d0-155c-11ee-b190-4f4cf70cb131/stripped_f75ec35c91e1691745ae9d5d4ed85705.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3065995881.mp3","size":76556746,"duration":"3189.86","uid":"BWG3065995881","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/2cd5f8d0-155c-11ee-b190-4f4cf70cb131/id3/abaf449be733fa182dfd1284698ee9b9.mp3","id3FileProcessing":false,"id3FileSize":83585,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E233_Jordi Visser_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-06-28T10:17:19.614Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5VhH8tePBFCMKKTKONg0C4"},{"id":"cc1e6f9a-1236-11ee-a503-43cc899e76fc","createdAt":"2023-06-24T02:28:25.637Z","updatedAt":"2023-11-08T14:22:57.745Z","title":"Return Of The Bull Market? | Weekly Round Up","pubdate":"2023-06-24T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":232,"subtitle":"","summary":"\u003cp\u003eFollow Forward Guidance On Spotify: https://spoti.fi/3poBcr6\u003c/p\u003e\u003cp\u003eFollow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F\u003c/p\u003e\u003cp\u003eFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eThis week, Jack Farley host of the Forward Guidance podcast joins the show for a discussion on the biggest stories of the week.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith 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 \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Jack: https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/cc1e6f9a-1236-11ee-a503-43cc899e76fc/stripped_e4919bfda1d174d8231270be976696ca.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4520265437.mp3","size":96768626,"duration":"4032.03","uid":"BWG4520265437","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/cc1e6f9a-1236-11ee-a503-43cc899e76fc/id3/4e8e00b4b614dd52840e32b3917f1d70.mp3","id3FileProcessing":false,"id3FileSize":81951,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E232_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-06-24T10:01:08.789Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3syHnOPlIx3LulcEgsro0b"},{"id":"330f3d24-1052-11ee-b40c-2f317fae91f2","createdAt":"2023-06-21T16:39:32.399Z","updatedAt":"2023-11-08T14:22:53.549Z","title":"The Fed Won't Come To The Rescue Anytime Soon | George Goncalves","pubdate":"2023-06-21T17:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":231,"subtitle":"","summary":"\u003cp\u003eOn 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. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eReflecting 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 \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eTo view George's slide deck mentioned in the episode, head over to the Blockworks Macro YouTube channel: \u003ca href=\"https://www.youtube.com/@BlockworksHQ\"\u003ehttps://www.youtube.com/@BlockworksHQ\u003c/a\u003e\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow George: https://twitter.com/bondstrategist\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/330f3d24-1052-11ee-b40c-2f317fae91f2/stripped_84b3cd85de543a4d81c635135e0195fd.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9909649858.mp3","size":93740511,"duration":"3905.85","uid":"BWG9909649858","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/330f3d24-1052-11ee-b40c-2f317fae91f2/id3/baaee01cdf8cf23bf4c93a379a52923a.mp3","id3FileProcessing":false,"id3FileSize":82087,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E231_George Goncalves_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-06-21T17:56:27.528Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1Id7ujePdkw8Jw80TAYvKN"},{"id":"6bc247ae-0c62-11ee-9844-87dcc83d9c40","createdAt":"2023-06-16T16:25:34.822Z","updatedAt":"2023-11-08T14:22:55.129Z","title":"Is Global Liquidity Beginning To Resurge? | Weekly Round Up","pubdate":"2023-06-17T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; 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”.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe then discuss the global liquidity picture as China hints at more stimulus, the Fed pauses \u0026amp; 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 \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://twitter.com/MarkYusko\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse codePODS20 to get 20% off Permissionless 2023 in Austin: \u003ca href=\"https://blockworks.co/event/permissio\"\u003ehttps://blockworks.co/event/permissio\u003c/a\u003e\u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbUR6VUgtT1A3RlpMNGttZDdFallHN1g3TmVpUXxBQ3Jtc0tsb0xwREo4VnJycmlPbkx1bzlOalNDOFozU0pNUTIzT2V1LUV6YnJTME9qUjBua0VfZUpNb3B6X2VINENhNHNRWGhOb09rT2xwbFdPZzdVZTgyRGhCVUNtb0pNNWU4bjlTdWFGdzMtUW9RX2tXTVJuUQ\u0026amp;q=https%3A%2F%2Fblockworks.co%2Fevent%2Fpermissionless-2023\u0026amp;v=bmNz7uicQCg\"\u003e...\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/6bc247ae-0c62-11ee-9844-87dcc83d9c40/stripped_402c7711a4e24c297e2c1a74111d8a26.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9220641920.mp3","size":76139205,"duration":"3172.47","uid":"BWG9220641920","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/6bc247ae-0c62-11ee-9844-87dcc83d9c40/id3/115cfcf9ba979e79b258721d0c0812a5.mp3","id3FileProcessing":false,"id3FileSize":83291,"parentId":null,"guid":null,"pubdateTimezone":"US/Eastern","originalFilename":"20230616_OTM-Roundup-FINAL-AUDIO-2.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-06-17T16:42:03.321Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4dgf4d1rW0dCb0XQimyOqH"},{"id":"e0ad8a7e-0b04-11ee-b00b-f3e359fe2e1d","createdAt":"2023-06-14T22:43:27.153Z","updatedAt":"2023-11-08T14:22:58.259Z","title":"Did The Federal Reserve Just Back Down? | Joseph Wang","pubdate":"2023-06-14T22:43:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eOn 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!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Joseph: https://twitter.com/FedGuy12\u003c/p\u003e\u003cp\u003eFollow Jack Farley on Twitter https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow On The Margin on Twitter https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks on Twitter https://twitter.com/Blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eUse codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:\u003c/p\u003e\u003cp\u003ehttps://rb.gy/5weeyw\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMarket commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e0ad8a7e-0b04-11ee-b00b-f3e359fe2e1d/stripped_99912a45a7d92ef12d7260a0c26b5023.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8048310299.mp3","size":109284831,"duration":"4553.53","uid":"BWG8048310299","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e0ad8a7e-0b04-11ee-b00b-f3e359fe2e1d/id3/e6eb3e7631f01c95a344856292104c83.mp3","id3FileProcessing":false,"id3FileSize":82507,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"20230614_Ippolito_Wang-AUDIO-only.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-06-15T01:59:11.769Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4V2xpabsQKLkTXWoRjZHnH"},{"id":"89dcbe64-0739-11ee-ae4b-530e3be13fa3","createdAt":"2023-06-10T02:50:20.162Z","updatedAt":"2023-11-08T14:22:55.817Z","title":"Gensler Cracks Down On Coinbase \u0026 Binance, What Next? | Weekly Round Up","pubdate":"2023-06-10T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":228,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the SEC lawsuits against Coinbase \u0026amp; Binance, what this means for exchanges \u0026amp; 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 \u0026amp; more, you'll have to tune in! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/89dcbe64-0739-11ee-ae4b-530e3be13fa3/stripped_2a949c314321b459de97a0355e4df4e9.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7932171474.mp3","size":96270836,"duration":"4011.28","uid":"BWG7932171474","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/89dcbe64-0739-11ee-ae4b-530e3be13fa3/id3/8d75fcbb01a329d915a45ebd1b913ce4.mp3","id3FileProcessing":false,"id3FileSize":81415,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E228_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-06-10T09:58:31.391Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5f54l2S2Tpz0LAgoLYUUYh"},{"id":"b51426d4-04f1-11ee-adbf-cb56f8e96693","createdAt":"2023-06-07T05:11:06.565Z","updatedAt":"2023-11-08T14:22:57.341Z","title":"Markets Are Signalling A Recession Is Imminent | Eric Basmajian","pubdate":"2023-06-07T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":227,"subtitle":"","summary":"\u003cp\u003eOn 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 \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow Eric: https://twitter.com/EPBResearch\u003c/p\u003e\u003cp\u003eFollow EPB Research: https://epbresearch.com/\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:37) A Recession Is Imminent\u003c/p\u003e\u003cp\u003e(05:37) Housing Is The Business Cycle\u003c/p\u003e\u003cp\u003e(13:46) Permissionless II Ad\u003c/p\u003e\u003cp\u003e(14:34) Markets Are Stuck In Limbo\u003c/p\u003e\u003cp\u003e(24:26) What Will Cause Something To Break?\u003c/p\u003e\u003cp\u003e(31:56) Is The Unemployment Rate A Good Barometer Of A Recession?\u003c/p\u003e\u003cp\u003e(44:03) Research Ad\u003c/p\u003e\u003cp\u003e(44:53) The Fed's Outlook: What Should They Do vs What Will They Do\u003c/p\u003e\u003cp\u003e(51:24) Final Thoughts\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b51426d4-04f1-11ee-adbf-cb56f8e96693/stripped_bfc88a11bd32c7047d3c512f90b04314.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5140190114.mp3","size":77270203,"duration":"3219.59","uid":"BWG5140190114","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/b51426d4-04f1-11ee-adbf-cb56f8e96693/id3/04e1335cec9d77fcd8756abafc5194bb.mp3","id3FileProcessing":false,"id3FileSize":82541,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E227_Eric Basmajian_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-06-07T08:55:50.597Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3qp0uawW7NP1osHeAUCOTn"},{"id":"941c9c62-01af-11ee-83d5-ebd47ade25c7","createdAt":"2023-06-03T01:40:10.984Z","updatedAt":"2023-11-08T14:22:56.232Z","title":"The Effects Of Fed Tightening Are Emerging | Weekly Round Up","pubdate":"2023-06-03T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":226,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; 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 \u0026amp; how it signals an unhealthy market condition. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. 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To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Jeff: https://twitter.com/JeffBooth\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:17) The $400 Trillion Debt Problem\u003c/p\u003e\u003cp\u003e(07:52) The S\u0026amp;P 495 vs A.I\u003c/p\u003e\u003cp\u003e(10:43) Permissionless II Ad\u003c/p\u003e\u003cp\u003e(11:31) The Exponential Growth Of A.I\u003c/p\u003e\u003cp\u003e(20:47) The Push \u0026amp; Pull Between Calm \u0026amp; Crisis\u003c/p\u003e\u003cp\u003e(24:35) The Overton Window Of Money Printing\u003c/p\u003e\u003cp\u003e(30:21) Research Ad\u003c/p\u003e\u003cp\u003e(31:11) The Future is Already Here, it's Just Not Very Evenly Distributed\u003c/p\u003e\u003cp\u003e(39:10) The Bitcoin Thesis\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8ccd71ea-ff64-11ed-8cea-c3b385e85c2a/stripped_8e7bdb2c94250484d14c8fee765a39ea.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3625690556.mp3","size":75815705,"duration":"3158.99","uid":"BWG3625690556","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8ccd71ea-ff64-11ed-8cea-c3b385e85c2a/id3/cc2f1eb448cd73ee38d90e7db8db7a86.mp3","id3FileProcessing":false,"id3FileSize":82533,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E225_Jeff Booth_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-05-31T08:12:15.574Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5bDDJfHz4WRJ0MQFDMstNV"},{"id":"80f78320-fc34-11ed-ba10-03662b7818da","createdAt":"2023-05-27T02:16:34.951Z","updatedAt":"2023-11-08T14:22:55.767Z","title":"What's The Global Liquidity Picture Signaling | Weekly Round Up","pubdate":"2023-05-27T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":224,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the global liquidity picture and if the Fed hiking cycle is over as optimism emerges within markets. We also go on to discuss the major rally \u0026amp; other A.I related equities as Nvidia beat on their recent earnings release. To hear all this \u0026amp; more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/80f78320-fc34-11ed-ba10-03662b7818da/stripped_43b1daa997f3a06b9ff6356a8c20b778.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5876851634.mp3","size":97645713,"duration":"4068.57","uid":"BWG5876851634","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/80f78320-fc34-11ed-ba10-03662b7818da/id3/f0d956a9d6e542e592b6b4ac01896894.mp3","id3FileProcessing":false,"id3FileSize":81317,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E224_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-05-27T09:19:50.346Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7yaFYEADEmHRSz6OHzMPT7"},{"id":"166a99f4-f9bc-11ed-b047-3ba3614a3170","createdAt":"2023-05-23T22:49:34.281Z","updatedAt":"2023-11-08T14:22:52.525Z","title":"U.S Dollar \u0026 Energy's Role In The \"Debt Death Spiral\" End Game | Luke Gromen","pubdate":"2023-05-24T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":223,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On The Margin, Luke Gromen Founder \u0026amp; President of Forest for the Trees (FFTT) joins the show for a discussion on the end game for the Fed.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAfter highlighting many of the structural shifts underpinning the current monetary system over the past few years, Luke lays out his thesis on the intersection between peak cheap energy and the U.S dollar system. Luke goes on to walk through how the Fed will be forced to manage these dynamics with inflation above trend and record high debt to GDP levels. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Luke: https://twitter.com/LukeGromen\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:15) Have We Reached Peak Cheap Energy?\u003c/p\u003e\u003cp\u003e(07:58) Permissionless II Ad\u003c/p\u003e\u003cp\u003e(08:46) Oil Is The Real Economic Discount Rate\u003c/p\u003e\u003cp\u003e(13:06) Central Banks Have Stoped Buying U.S Treasurys\u003c/p\u003e\u003cp\u003e(19:03) What's The End Game For The Fed?\u003c/p\u003e\u003cp\u003e(27:38) Why The U.S Is Not Like Japan\u003c/p\u003e\u003cp\u003e(32:12) Research Ad\u003c/p\u003e\u003cp\u003e(33:02) Luke's Macro Outlook For 2023\u003c/p\u003e\u003cp\u003e(40:29) Approaching A \"Debt Death Spiral\"\u003c/p\u003e\u003cp\u003e(42:44) Gold \u0026amp; Bitcoin\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/166a99f4-f9bc-11ed-b047-3ba3614a3170/stripped_cb4ad95e996dd1380d880726ca295781.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1152943501.mp3","size":72373811,"duration":"3015.58","uid":"BWG1152943501","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/166a99f4-f9bc-11ed-b047-3ba3614a3170/id3/7157de91b6d48a442933516a45b00576.mp3","id3FileProcessing":false,"id3FileSize":82923,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E223_Luke Gromen_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-05-24T10:22:18.467Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1JhmrQdYtqOOb9kTLa7AX2"},{"id":"fb9def1c-f6b5-11ed-a8c7-b3624ec82967","createdAt":"2023-05-20T02:28:18.853Z","updatedAt":"2023-11-08T14:22:58.833Z","title":"The Debt Ceiling Looms, What Next? | Weekly Round Up","pubdate":"2023-05-20T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":222,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the outlook for markets at a moment of uncertainty for both bulls \u0026amp; bears. With the U.S debt ceiling looming, consensus still expecting a recession \u0026amp; the market beginning to price a pause in the Fed's tightening cycle, Mark shares his outlook throughout the rest of the year. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, news, data, governance and models – now, all in one place. 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Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fb9def1c-f6b5-11ed-a8c7-b3624ec82967/stripped_2747d5d9765af7d68f81b201cbbb8e5c.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2756348126.mp3","size":112472815,"duration":"4686.37","uid":"BWG2756348126","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fb9def1c-f6b5-11ed-a8c7-b3624ec82967/id3/4eedd2717236176790fce5f45f63270a.mp3","id3FileProcessing":false,"id3FileSize":81411,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E222_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-05-20T10:14:13.408Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6zalvVhLewAya8Me9D9xhH"},{"id":"fbbd19fe-f45e-11ed-ac04-973a133c5dcd","createdAt":"2023-05-17T03:00:30.503Z","updatedAt":"2023-11-08T14:22:58.795Z","title":"A Recession Is Unavoidable | Mike McGlone","pubdate":"2023-05-17T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":221,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On The Margin, Mike McGlone Senior Macro Strategist at Bloomberg Intelligence joins the show for a discussion on the looming debt ceiling, why deflation (not inflation) is ahead and his outlook for both commodities \u0026amp; hard asset's, such as Gold \u0026amp; Bitcoin. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eExpecting a recession in 2023, Mike walks through the global slowdown taking place, and shares insights into how the commodity markets are signalling declining liquidity \u0026amp; recessionary headwinds. To hear all this and more, you'll have to tune in! \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/mikemcglone11\u003c/p\u003e\u003cp\u003eFollow Michael: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eSohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:17) The Debt Ceiling Looms, What Next?\u003c/p\u003e\u003cp\u003e(05:41) We Are Heading Towards Deflation\u003c/p\u003e\u003cp\u003e(09:30) Mike's Outlook On Markets\u003c/p\u003e\u003cp\u003e(14:28) Have Higher Interest Rates Been Felt Yet?\u003c/p\u003e\u003cp\u003e(19:11) Research Ad\u003c/p\u003e\u003cp\u003e(20:00) The Gold Bull Market Is Here\u003c/p\u003e\u003cp\u003e(23:49) Is De-Dollarization Real?\u003c/p\u003e\u003cp\u003e(30:18) Why Are Hedge Funds Record Short Treasury Bonds?\u003c/p\u003e\u003cp\u003e(32:09) Deflation Deflation Deflation... \"We're All Turning Japanese\"\u003c/p\u003e\u003cp\u003e(35:48) Permissionless II Ad\u003c/p\u003e\u003cp\u003e(36:36) Is There A Structural Case For Inflation?\u003c/p\u003e\u003cp\u003e(45:00) Mike's Macro Framework\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fbbd19fe-f45e-11ed-ac04-973a133c5dcd/stripped_fccc657959b791f38a15dc609ba1cf50.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7485062868.mp3","size":72189491,"duration":"3007.9","uid":"BWG7485062868","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fbbd19fe-f45e-11ed-ac04-973a133c5dcd/id3/ef8fd3609c970c0e6cbe5cf367e309b9.mp3","id3FileProcessing":false,"id3FileSize":83387,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E221_Mike McGlone_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-05-17T10:04:55.176Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6Zzi3mtdCCGnfmqKfkfFdZ"},{"id":"3d0facca-f12e-11ed-be6b-ab9992843579","createdAt":"2023-05-13T01:34:01.273Z","updatedAt":"2023-11-08T14:22:54.064Z","title":"Have Rising Interest Rates Been Felt Yet? | Weekly Round Up","pubdate":"2023-05-13T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":220,"subtitle":"","summary":"\u003cp\u003eThis week Mike \u0026amp; Mark discuss wether the effect of rising interest rates have really been felt yet, this weeks CPI print and why we should prepare for deflation throughout 2023, not inflation. As inflation continues on it's downward trajectory, how will this impact the Fed's reaction function, the economy \u0026amp; markets? To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eReferenced In The Show: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eSohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU \u003c/p\u003e\u003cp\u003eWhere Are We In The Macro Cycle? | Bob Elliott \u0026amp; Cameron Dawson: https://www.youtube.com/watch?v=e4u5-GMkoiM\u0026amp;t=584s\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3d0facca-f12e-11ed-be6b-ab9992843579/stripped_01d9f30bd9e2f4d866f5f561f030f015.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9671510539.mp3","size":98073285,"duration":"4086.39","uid":"BWG9671510539","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/3d0facca-f12e-11ed-be6b-ab9992843579/id3/9d97b08c004b0508cd2038de3424f345.mp3","id3FileProcessing":false,"id3FileSize":82049,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E220_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-05-13T09:32:34.905Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5Vc4BDNKXEGJWKYkk1YOJM"},{"id":"7e64e780-f002-11ed-b7d1-1ba52d2ec591","createdAt":"2023-05-11T13:48:21.862Z","updatedAt":"2023-11-08T14:22:55.744Z","title":"Meme Mania: Why You Should Pay Attention | 1000x","pubdate":"2023-05-11T13:47:28.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/7e64e780-f002-11ed-b7d1-1ba52d2ec591/image/88ca0f.jpg?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eSPECIAL EPISODE: This is an episode of Blockworks' new podcast called 1000x! 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that is for traders by traders (or anyone interested in trading/markets).\u003c/p\u003e\u003cp\u003eIn this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out!\u003c/p\u003e\u003cp\u003eWe'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!\u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:32) Are Bank Failures Priced In?\u003c/p\u003e\u003cp\u003e(07:31) The Impact of a Potential US Default\u003c/p\u003e\u003cp\u003e(12:51) Repeating 2021’s Perfect Storm\u003c/p\u003e\u003cp\u003e(18:03) Meme Mania: Why You Should Pay Attention\u003c/p\u003e\u003cp\u003e(31:30) Deflationary ETH and Blockspace Fee Generation\u003c/p\u003e\u003cp\u003e(36:34) BTC Miner Revenue and BRC-20s\u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eFollow Avi: \u003ca href=\"https://twitter.com/AviFelman\"\u003ehttps://twitter.com/AviFelman\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Jonah: \u003ca href=\"https://twitter.com/jvb_xyz\"\u003ehttps://twitter.com/jvb_xyz\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow 1000x: \u003ca href=\"https://twitter.com/1000xPod\"\u003ehttps://twitter.com/1000xPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eSubscribe on YouTube: \u003ca href=\"https://bit.ly/3FuSarX\"\u003ehttps://bit.ly/3FuSarX\u003c/a\u003e\u003c/p\u003e\u003cp\u003eSubscribe on Apple: \u003ca href=\"https://tinyurl.com/mv4frfv7\"\u003ehttps://tinyurl.com/mv4frfv7\u003c/a\u003e\u003c/p\u003e\u003cp\u003eSubscribe on Spotify: \u003ca href=\"https://tinyurl.com/wbaypprw\"\u003ehttps://tinyurl.com/wbaypprw\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: \u003ca href=\"https://blockworks.co/newsletter/\"\u003ehttps://blockworks.co/newsletter/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eResources:\u003c/p\u003e\u003cp\u003eGolden Tree\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.goldentree.com/\"\u003ehttps://www.goldentree.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eCumberland\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://cumberland.io/\"\u003ehttps://cumberland.io/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBRC-20.io\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://brc-20.io/\"\u003ehttps://brc-20.io/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7e64e780-f002-11ed-b7d1-1ba52d2ec591/stripped_d9a346bd0d69eb747897e03510db0481.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4729092148.mp3","size":46293159,"duration":"2893.32","uid":"BWG4729092148","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7e64e780-f002-11ed-b7d1-1ba52d2ec591/id3/5043f0a0b370a10ae47e85e0108b0394.mp3","id3FileProcessing":false,"id3FileSize":84293,"parentId":null,"guid":null,"pubdateTimezone":"Etc/UTC","originalFilename":"1000xS1E2110523V1.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-05-11T13:48:22.262Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7FNexLmagZV6R5YEUQfVCD"},{"id":"ac10133c-eeed-11ed-8fae-e707c7afdd3f","createdAt":"2023-05-10T04:46:47.883Z","updatedAt":"2023-11-08T14:22:56.913Z","title":"Where Are We In The Macro Cycle? | Bob Elliott \u0026 Cameron Dawson","pubdate":"2023-05-10T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":219,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On The Margin, Bob Elliott Co-Founder \u0026amp; CIO at Unlimited Funds \u0026amp; Cameron Dawson CIO at NewEdge Wealth join the show for a discussion on where are we in the current macro cycle.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOn the back of a better than expected earnings week, continued banking turmoil and a perceived hawkish FOMC meeting, Bob and Cameron share their thoughts on the path ahead for 2023 as the tightening cycle has yet to fully ripple through the economy and markets. Expecting \"more pain to come\", Bob and Cameron see the market correction and recession concerns to be immaterial... so far. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Bob: https://twitter.com/BobEUnlimited\u003c/p\u003e\u003cp\u003eFollow Cameron: https://twitter.com/CameronDawson\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e__\u003c/p\u003e\u003cp\u003eReferenced In The Show: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003ehttps://twitter.com/LizYoungStrat/status/1654509470720950273\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:42) The Bond Market Is The Smart Money, Or Is It?\u003c/p\u003e\u003cp\u003e(05:06) The Have Your Cake \u0026amp; Eat It Too Trade... Tech\u003c/p\u003e\u003cp\u003e(10:51) Research Ad\u003c/p\u003e\u003cp\u003e(11:04) Inflation Is A New Dynamic For Markets\u003c/p\u003e\u003cp\u003e(14:01) Can The Fed Continue Raising Rates Amidst Banking Turmoil?\u003c/p\u003e\u003cp\u003e(17:40) There Won't Be A Pivot Without Some Pain\u003c/p\u003e\u003cp\u003e(27:44) Permissionless\u003c/p\u003e\u003cp\u003e(28:28) Breaking Down Recent Earnings\u003c/p\u003e\u003cp\u003e(35:33) The A.I Earnings Theme\u003c/p\u003e\u003cp\u003e(44:22) What To Expect Throughout 2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ac10133c-eeed-11ed-8fae-e707c7afdd3f/stripped_462109cb74d3617599515c0bf21ca57e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2756274986.mp3","size":79417468,"duration":"3309.06","uid":"BWG2756274986","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ac10133c-eeed-11ed-8fae-e707c7afdd3f/id3/dcfcebfb21332adcda6811de31eeb0fe.mp3","id3FileProcessing":false,"id3FileSize":83451,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E219_Cameron and Bob_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-05-10T09:17:58.017Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4w4fgbAvkLWW7iDQL2uVmS"},{"id":"5e9620c4-eba0-11ed-84fe-93861f951203","createdAt":"2023-05-05T23:55:53.165Z","updatedAt":"2023-11-08T14:22:55.090Z","title":"The Collapse Of First Republic Bank, What Happens Next? | Weekly Round Up","pubdate":"2023-05-06T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":218,"subtitle":"","summary":"\u003cp\u003eThis week Mike \u0026amp; Mark discuss the collapse of First Republic Bank and the subsequent acquisition by JP Morgan. Even with an FOMC meeting where the Fed raised an expected 25bp, regional bank headwinds remained the focus as certain bank equities fell sharply and First Republic Bank was acquired in a very favourable deal between the FDIC \u0026amp; JP Morgan. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eLightspeed Podcast Opportunity\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eClick here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. 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With Bitcoin rallying 70%+ and Gold boasting a 13%+ return year to date, are we in a new bull market for safe haven hard assets? To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Jan: https://twitter.com/JanvanEck3\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eLightspeed Podcast Opportunity\u003c/p\u003e\u003cp\u003eClick here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:14) The Origins of Van Eck\u003c/p\u003e\u003cp\u003e(05:21) Re-thinking The Banking System\u003c/p\u003e\u003cp\u003e(12:47) Blockworks Research\u003c/p\u003e\u003cp\u003e(13:36) A New Paradigm For Markets\u003c/p\u003e\u003cp\u003e(20:48) Now Is The Time To Own Gold \u0026amp; Bitcoin\u003c/p\u003e\u003cp\u003e(23:39) Is De-dollarization Real\u003c/p\u003e\u003cp\u003e(29:27) Permissionless\u003c/p\u003e\u003cp\u003e(30:10) Entering A Hard Asset Bull Market\u003c/p\u003e\u003cp\u003e(36:32) Key Themes For The Decade Ahead\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/66895b9a-e94b-11ed-bde0-5bcebbd8a137/stripped_1f943dbf870735af74380d653bb64a90.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6724429576.mp3","size":63029915,"duration":"2626.25","uid":"BWG6724429576","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/66895b9a-e94b-11ed-bde0-5bcebbd8a137/id3/067cef5f2306ac34847c3d0480117f2c.mp3","id3FileProcessing":false,"id3FileSize":83057,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E217_Jan van eck_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-05-03T13:54:24.140Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5oYhVgDMbk7M8FOJAcNLUD"},{"id":"47bca7c4-e5e7-11ed-ad04-1fb0298280e4","createdAt":"2023-04-28T17:08:22.085Z","updatedAt":"2023-11-08T14:22:54.151Z","title":"The Banking Panic Isn't Over Yet | Weekly Round Up","pubdate":"2023-04-29T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the continued banking panic after First Republic Bank lost around $100 Billion in deposits \u0026amp; saw its stock plunge over 95%. We then discuss the recent price action in the crypto market with Bitcoin hovering around $30,000 as some OG crypto whales begin moving coins in addresses that haven't seen activity in years. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. 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Arguing that \"a recession is a 2023 story\", David walks through the leading indicators that suggest a slowdown could be on the very near horizon. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow David: https://twitter.com/EconguyRosie\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eLightspeed Podcast Opportunity\u003c/p\u003e\u003cp\u003eClick here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, news, data, governance and models – now, all in one place. 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Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d7ee6f5e-e3d4-11ed-a2e5-67e168d3c2f8/stripped_31d1170271fab9c6d870d126672b6876.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2458468543.mp3","size":101226160,"duration":"4217.76","uid":"BWG2458468543","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d7ee6f5e-e3d4-11ed-a2e5-67e168d3c2f8/id3/3b3943ffd5a6f6e552bff69dcecaa3e9.mp3","id3FileProcessing":false,"id3FileSize":81963,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E215_David_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-04-26T09:57:57.967Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/14iCyQRIGdsB4GsCkgOgEe"},{"id":"547ff1c2-e0b1-11ed-a4d0-831b52e1d87b","createdAt":"2023-04-22T01:59:34.893Z","updatedAt":"2023-11-08T14:22:54.514Z","title":"An Update On The \"March Banking Panic\" | Weekly Round Up","pubdate":"2023-04-22T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":214,"subtitle":"","summary":"\u003cp\u003eThis week, Jack Farley host of the Forward Guidance podcast joins the show to discuss bank earnings a month on from the \"March banking panic\". We also discuss the Fed's weekly H.4.1 report which saw a slight uptick in the BTFP usage, and a slight reduction in the discount window borrowing. We then tie how all these factors will effect the economy and markets, but to hear that, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Jack: https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eLightspeed Podcast Opportunity\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eClick here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx\u003c/p\u003e\u003cp\u003eResearch, news, data, governance and models – now, all in one place. 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To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Julian: https://twitter.com/JulianMI2\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eLightspeed Podcast Opportunity\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eClick here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. 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Mark states that China, Japan \u0026amp; the U.S have all contributed to the positive liquidity backdrop which has seen stocks and crypto aggressively rally. We also discuss the recent U.S inflation numbers, what this means for markets \u0026amp; the economy in the coming months. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, news, data, governance and models – now, all in one place. 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Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/683b9688-db31-11ed-8b8d-8b9a20bb926f/stripped_86ab2af23cd0136f36274dd000b2f9e2.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5691210558.mp3","size":91486039,"duration":"3811.92","uid":"BWG5691210558","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/683b9688-db31-11ed-8b8d-8b9a20bb926f/id3/85ddfc8a9ab4faaa938ccaf365e28b60.mp3","id3FileProcessing":false,"id3FileSize":81567,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E212_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-04-15T09:35:36.817Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1EodI2jdfKYcDFQPahtvBN"},{"id":"a9ecb630-d5b8-11ed-ab5c-1ff3b1e41c50","createdAt":"2023-04-08T02:54:21.772Z","updatedAt":"2023-11-08T14:22:56.889Z","title":"The Fed Hikes Until Something Breaks, Something Broke | Jim Bianco","pubdate":"2023-04-08T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":211,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On The Margin Jim Bianco of Bianco Research joins the show to discuss the fallout of SVB's collapse, and the turmoil that ensued in the banking system. Arguing that rates are currently too high for banks, how will the Fed be forced to react whilst managing both financial stability and inflation. To find out, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Jim: https://twitter.com/biancoresearch\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eLightspeed Podcast Opportunity \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eClick here to learn more about Blockworks' upcoming Lightspeed podcast and submit an application to be one of our hosts! http://bit.ly/40J0jCx\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/a9ecb630-d5b8-11ed-ab5c-1ff3b1e41c50/stripped_c7307d2b0b747a6eb960a46dc6d7a0b1.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7047598889.mp3","size":91893550,"duration":"3828.9","uid":"BWG7047598889","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/a9ecb630-d5b8-11ed-ab5c-1ff3b1e41c50/id3/5e352f24a8634fd807a16bedcfe36fdc.mp3","id3FileProcessing":false,"id3FileSize":81885,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E211_JimBianco_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-04-08T09:41:02.377Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5Mhh79TWEPpy0j0ePt5osw"},{"id":"194c9a2a-d3cc-11ed-85f3-039164cdb5ec","createdAt":"2023-04-05T16:08:26.851Z","updatedAt":"2023-11-08T14:22:53.461Z","title":"Markets Are Trapped In A \"Liquidity Limbo\" | Jurrien Timmer","pubdate":"2023-04-05T16:30:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":210,"subtitle":"","summary":"\u003cp\u003eTo view the charts discussed in today's episode, head over to our YouTube here: https://youtu.be/d04D0_WjqEg\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today's episode of On The Margin, Jurrien Timmer Director of Global Macro at Fidelity joins the show for a discussion on the current \"liquidity limbo\" markets find themselves in. Bulls expect recessionary pressures to abide, rate hikes to turn into cuts and financial conditions to loosen whilst the bears foresee an earnings decline, more Fed tightening and a continued tightening of financial conditions.\u003c/p\u003e\u003cp\u003eJurrien walks through both the bull and bear case for markets, drawing on his recent research and enlightening chart deck which help provide visual aid to both sides of the argument. Who will be proven right in 2023: the bulls or the bears? To find out, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Jurrien: https://twitter.com/TimmerFidelity\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eToday's show is sponsored by Public.com: Get a 4.8% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e*26-week T-bill rate (as of 5/4/23) when held to maturity. Rate shown is gross of fees.\u003c/p\u003e\u003cp\u003e**As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22).\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/194c9a2a-d3cc-11ed-85f3-039164cdb5ec/stripped_b1537f854ef9d5ddd0826a76b8209c2d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7330829147.mp3","size":92833331,"duration":"3868.06","uid":"BWG7330829147","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/194c9a2a-d3cc-11ed-85f3-039164cdb5ec/id3/d8629f613cb1c29bdfd0d546425e0822.mp3","id3FileProcessing":false,"id3FileSize":83059,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E210_Jurrien Timmer_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-04-05T21:24:02.258Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1L4bKmc4yoFJ6TQn4s6w6p"},{"id":"4b6c48b6-cf9e-11ed-85d2-33af7ba7708b","createdAt":"2023-03-31T08:30:29.449Z","updatedAt":"2023-11-08T14:22:54.315Z","title":"A Liquidity Masterclass: Preparing For A Credit Cycle Downturn | Darius Dale","pubdate":"2023-04-01T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":210,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On The Margin, we welcome Darius Dale Founder \u0026amp; CEO of 42 Macro back to the show to discuss the recent liquidity measures in response to the banking turmoil over the past few weeks.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith Markets rallying and investors piling back into the best performing asset's of the past two years, Darius urges caution. While the banking scare of recent weeks doesn't resemble 2008, \"don't be a hero\". Darius walks through the current liquidity cycle and describes how that could quickly lead to a shift in the credit cycle. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Darius: https://twitter.com/42Macro\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, news, data, governance and models – now, all in one place. 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Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4b6c48b6-cf9e-11ed-85d2-33af7ba7708b/stripped_ac6e8b1bcb83f92571de05c41614ebeb.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1073970282.mp3","size":84679992,"duration":"3528.33","uid":"BWG1073970282","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4b6c48b6-cf9e-11ed-85d2-33af7ba7708b/id3/13bdd0ddbfc8224b646c3d6047701449.mp3","id3FileProcessing":false,"id3FileSize":81937,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E210_Darius Dale_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-31T21:27:31.608Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6xDcQTVVT8HunBBGSgO8BB"},{"id":"0ab9121e-ce76-11ed-8ed7-8749d3d7a5bc","createdAt":"2023-03-29T21:09:49.867Z","updatedAt":"2023-11-08T14:22:52.094Z","title":"The Next Stage Of The Banking Crisis, Commercial Real Estate","pubdate":"2023-03-29T20:57:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":213,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On The Margin, we sit down with James Davolos Portfolio manager at Horizon Kinetics and Sholom Jacobs CEO and founder of Jacobs Real Estate Advisors for a discussion on commercial real estate and it's impact on the continued turmoil in the banking sector.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith 70% of commercial real estate loans being supplied by small sized regional banks, how will low occupancy levels, higher interest rates and deposit flight to global systemically important banks (G-SIBs) impact the almost $20 trillion commercial real estate market? Is the collapse of SVB enough to cause a cascading \"crisis of confidence\" across the sector? To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Horizon Kinetics: https://twitter.com/HorizonKinetics\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, news, data, governance and models – now, all in one place. 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With Deutsche Bank coming into the spotlight towards the end of the week, are the headlines overblown, or could further issues lie ahead for European banks? To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/592a5540-cab4-11ed-8702-4ba83b3d5031/stripped_101eff4afca9ac413b4f318ac8139c3d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG3387581265.mp3","size":108706167,"duration":"4529.42","uid":"BWG3387581265","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/592a5540-cab4-11ed-8702-4ba83b3d5031/id3/7ca9492ce53254c17810e5ecafdc4eee.mp3","id3FileProcessing":false,"id3FileSize":81421,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E208_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-25T11:23:02.481Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/30Eo7foHbv91JvZR4oGQz3"},{"id":"f62a509a-c8fa-11ed-9751-a7873f5757fd","createdAt":"2023-03-22T21:46:11.473Z","updatedAt":"2023-11-08T14:22:58.754Z","title":"Can The Fed Keep Raising Rates Amidst A Banking Crisis? | Michael Howell","pubdate":"2023-03-22T21:46:06.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":207,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On The Margin, we sit down with Michael Howell Managing Director at Cross Border Capita to discuss the most recent FOMC meeting. With a backdrop of banking turmoil, historic bond market volatility and above target inflation, how will Powell react to the recent market action? To find out, you'll have to tune in!\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eFollow Michael: \u003ca href=\"https://twitter.com/crossbordercap\"\u003ehttps://twitter.com/crossbordercap\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Jack: \u003ca href=\"https://twitter.com/JackFarley96\"\u003ehttps://twitter.com/JackFarley96\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: \u003ca href=\"https://blockworks.co/event/permissionless-2023\"\u003ehttps://blockworks.co/event/permissionless-2023\u003c/a\u003e\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f62a509a-c8fa-11ed-9751-a7873f5757fd/stripped_11bc10e4553e870de8e1d08914039597.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6242182773.mp3","size":123018552,"duration":"5125.77","uid":"BWG6242182773","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/f62a509a-c8fa-11ed-9751-a7873f5757fd/id3/bd819ece3b4fade56f26470315a93d4b.mp3","id3FileProcessing":false,"id3FileSize":82207,"parentId":null,"guid":null,"pubdateTimezone":"Etc/UTC","originalFilename":"OTM_S01E207_michael howell_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-22T21:46:12.324Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/39NFjKrwQHSAKDvVNHCVds"},{"id":"ae305298-c531-11ed-976b-fb3d2802dcf1","createdAt":"2023-03-18T02:07:48.382Z","updatedAt":"2023-11-08T14:22:56.963Z","title":"Bank's Face A Crisis Of Confidence | Weekly Round Up","pubdate":"2023-03-18T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":206,"subtitle":"","summary":"\u003cp\u003eAfter another week of continued turmoil across the banking sector, Mike and Mark discuss the developing fallout since Silicon Valley Bank's collapse. This week, Credit Suisse faced record outflows, resulting in a $54 Billion loan from the Swiss National Bank as the bank faces a \"crisis of confidence\". To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e—\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ae305298-c531-11ed-976b-fb3d2802dcf1/stripped_aa2356d4a083a8c1608a49c2d06584ee.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2678864578.mp3","size":88338807,"duration":"3680.78","uid":"BWG2678864578","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ae305298-c531-11ed-976b-fb3d2802dcf1/id3/e54ec5228373d8273710eee9669421fe.mp3","id3FileProcessing":false,"id3FileSize":81383,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E205_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-18T10:32:07.927Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/66CTG0GpkOAEs4GYg8HkuA"},{"id":"5d907dcc-c4ff-11ed-b6bd-f7d7770e552e","createdAt":"2023-03-17T20:07:38.286Z","updatedAt":"2023-11-08T14:22:55.042Z","title":"The Collapse of SVB, Silvergate \u0026 Signature Bank | Caitlin Long and Nic Carter","pubdate":"2023-03-17T21:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":205,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, Caitlin Long Founder \u0026amp; CEO at Custodia Bank \u0026amp; Nic Carter Founding Partner at Castle Island Ventures join the show to discuss the recent banking turmoil with the collapse of Silvergate and Silicon Valley Bank which led to the closure of Signature Bank over the weekend. Interest rate risk in HTM portfolios was the key driver of the recent bank runs we have seen, but how have they reverberated all around the world?\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe then discuss the political backlash crypto banks have received as a consequence of the bank crisis and whether this could be an operation chokepoint 2.0 scenario, something Nic has been writing about for many months. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Caitlin: \u003ca href=\"https://twitter.com/CaitlinLong_\"\u003ehttps://twitter.com/CaitlinLong_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Nic: \u003ca href=\"https://twitter.com/nic__carter\"\u003ehttps://twitter.com/nic__carter\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: \u003ca href=\"https://blockworks.co/event/permissionless-2023\"\u003ehttps://blockworks.co/event/permissionless-2023\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/5d907dcc-c4ff-11ed-b6bd-f7d7770e552e/stripped_e884b4519ca2d33a740fbf87da2c1053.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1161450441.mp3","size":83099479,"duration":"3462.48","uid":"BWG1161450441","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/5d907dcc-c4ff-11ed-b6bd-f7d7770e552e/id3/f632033421e1f56c714edb4b44b22706.mp3","id3FileProcessing":false,"id3FileSize":83039,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E205_Cait and Nic_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-17T21:03:51.327Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6oTGsG9ks1IkwugTDXrzru"},{"id":"d6422fca-c2cc-11ed-a43f-676f368d793f","createdAt":"2023-03-15T01:00:54.104Z","updatedAt":"2023-11-08T14:22:58.126Z","title":"Markets Look Past Silicon Valley Bank's Collapse | Weston Nakamura","pubdate":"2023-03-16T12:01:48.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":204,"subtitle":"","summary":"\u003cp\u003eFollow Market Depth On Spotify: https://spoti.fi/3mVTs9U\u003c/p\u003e\u003cp\u003eFollow Market Depth On Apple Podcasts: https://apple.co/40dA2vm\u003c/p\u003e\u003cp\u003eFollow Market Depth On YouTube: http://bit.ly/3JKhw8I\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eOn today's episode of On the Margin, Weston Nakamura, the latest addition to the Blockworks team joins the show to discuss his brand new podcast Market Depth! You can follow the links above to listen to the first episode of Market Depth.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFollowing the collapse of Silicon Valley Bank, Mike and Weston discuss the market reaction and subsequent historic moves in the bond market, which saw the largest decline in the 2Y treasury yield since 1982. We also discuss broader implications on global markets, the BoJ's passing of the guard as Kuroda leaves office and how markets have seemingly shrugged off the SVB collapse. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Weston: https://twitter.com/acrossthespread\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d6422fca-c2cc-11ed-a43f-676f368d793f/stripped_c418f88d541454b2aa456a8f126170d0.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5392341666.mp3","size":72086673,"duration":"3003.61","uid":"BWG5392341666","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d6422fca-c2cc-11ed-a43f-676f368d793f/id3/aee640059fba1a5389e74acd4ea4bc7c.mp3","id3FileProcessing":false,"id3FileSize":82503,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E204_Weston_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-16T12:01:51.647Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/03QJWdGDMxOOwAyx2mFli1"},{"id":"4cb29806-c3d7-11ed-841c-3f64baa12b04","createdAt":"2023-03-16T08:48:18.932Z","updatedAt":"2023-11-08T14:22:54.352Z","title":"Governor Kuroda: The Decade’s Most Consequential Central Banker","pubdate":"2023-03-16T10:06:00.000Z","link":null,"author":"Blockworks","imageFile":"https://megaphone.imgix.net/podcasts/4cb29806-c3d7-11ed-841c-3f64baa12b04/image/93c1a8.png?ixlib=rails-4.3.1","explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":null,"subtitle":"","summary":"\u003cp\u003eThis debut episode is from our brand new podcast Market Depth hosted by Weston Nakamura. Follow Market Depth using the links below to stay up to date with the latest episodes!\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFollow Market Depth On Spotify: https://spoti.fi/3mVTs9U\u003c/p\u003e\u003cp\u003eFollow Market Depth On Apple Podcasts: https://apple.co/40dA2vm\u003c/p\u003e\u003cp\u003eFollow Market Depth On YouTube: http://bit.ly/3JKhw8I\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Weston: https://twitter.com/acrossthespread\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/Blockworks_ \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on Market Depth or On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4cb29806-c3d7-11ed-841c-3f64baa12b04/stripped_e93ad71658fb2cec2f0cbe07e4c11f28.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4598744638.mp3","size":45985959,"duration":"2874.12","uid":"BWG4598744638","originalUrl":null,"bitrate":128,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4cb29806-c3d7-11ed-841c-3f64baa12b04/id3/2ea5e857eb45b89b6b305b0097601da7.mp3","id3FileProcessing":false,"id3FileSize":80847,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"MF ep1.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-16T11:03:47.173Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/212k816riTrqoFZGcSMY94"},{"id":"ca46d118-bf9c-11ed-a4b0-cfb7fa0144d1","createdAt":"2023-03-10T23:39:24.680Z","updatedAt":"2023-11-08T14:22:57.733Z","title":"The Largest Bank Failure Since 2008 | Weekly Round Up","pubdate":"2023-03-11T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":203,"subtitle":"","summary":"\u003cp\u003eThis week, after a week of turmoil across the banking industry, Mike \u0026amp; Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit doors in typical bank run style fashion.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWhat lies ahead for the banking industry from here? Will contagion spread like in 2008, or are banks much better capitalised to weather the storm in 2023? To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFilmed Friday 10th March hours before the closing of Silicon Valley Bank.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ca46d118-bf9c-11ed-a4b0-cfb7fa0144d1/stripped_286e0eb074904dfb5e15ab1f289b8d45.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5476098165.mp3","size":92531773,"duration":"3855.49","uid":"BWG5476098165","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/ca46d118-bf9c-11ed-a4b0-cfb7fa0144d1/id3/af36aa7351f2bffd4c4f12db3f6d721d.mp3","id3FileProcessing":false,"id3FileSize":81959,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E203_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-11T10:43:33.289Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/58hlGwBgycbQwvKSPu4XcF"},{"id":"97dca5b0-bd65-11ed-9608-f7ad1256dfe5","createdAt":"2023-03-08T03:59:15.459Z","updatedAt":"2023-11-08T14:22:56.269Z","title":"The China Reopening: A Tale of Two Stories | Shehzad Qazi","pubdate":"2023-03-08T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":202,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, Shehzad Qazi Managing Director at China Beige Book joins the show for a discussion on the cyclical and secular outlook for the Chinese economy.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAs China has announced their full reopening, Shehzad is able to walk through the data China beige Book has been able to collect throughout January and February. Expecting a positive year for China, Shehzad walks through both the cyclical and more structural slower growth environment China will experience over the coming decade due to Xi Jinping's new focus on \"common prosperity\", as appose to growth at all costs. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Shehzad: https://twitter.com/shehzadhqazi\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eToday's show is sponsored by Public.com: Get a 5.1% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e*26-week T-bill rate (as of 3/8/23) when held to maturity. Rate shown is gross of fees.\u003c/p\u003e\u003cp\u003e**As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22).\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:27) The Chinese Lockdown of 2022\u003c/p\u003e\u003cp\u003e(02:17) China In 2023: A Tale of Two Stories\u003c/p\u003e\u003cp\u003e(07:30) The Chinese Credit Impulse\u003c/p\u003e\u003cp\u003e(10:03) Public Ad\u003c/p\u003e\u003cp\u003e(11:26) The Chinese Banking System\u003c/p\u003e\u003cp\u003e(16:13) The Reopening's Impact On Commodities\u003c/p\u003e\u003cp\u003e(19:25) Will The Reopening In China Spur Inflation?\u003c/p\u003e\u003cp\u003e(24:57) U.S \u0026amp; China In The Great Power Competition\u003c/p\u003e\u003cp\u003e(36:08) China's Demographic Decline\u003c/p\u003e\u003cp\u003e(40:20) A New Paradigm Over The Next Decade\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/97dca5b0-bd65-11ed-9608-f7ad1256dfe5/stripped_4af0f56b6c5ff77f0af8780c39c6fa55.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1199681072.mp3","size":62030575,"duration":"2584.61","uid":"BWG1199681072","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/97dca5b0-bd65-11ed-9608-f7ad1256dfe5/id3/e1bc4a443f0d91acb061cc349041581c.mp3","id3FileProcessing":false,"id3FileSize":83549,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E202_Shehzad_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-08T10:58:59.459Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0NF5Q6GB95JgR8ItUkplwn"},{"id":"7eb173a4-b9f0-11ed-bbba-93afb1e132eb","createdAt":"2023-03-03T18:23:28.614Z","updatedAt":"2023-11-08T14:22:55.756Z","title":"Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li","pubdate":"2023-03-04T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":201,"subtitle":"","summary":"\u003cp\u003eThis week, as Mark takes some well deserved time off, we combine forces with Jack Farley, host of the Forward Guidance podcast for a special edition of Forward Marginal Guidance.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAs Berkshire Hathaway released their 2023 shareholder letter, we invited Buffett expert Yun Li to the show to share her top takeaways from this years annual letter. We then take a deep dive into inflation, yields and the how the Fed may be forced to act as signs of inflation resurging rear their head. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Forward Guidance: https://twitter.com/ForwardGuidance\u003c/p\u003e\u003cp\u003eFollow Yun: https://twitter.com/YunLi626\u003c/p\u003e\u003cp\u003eFollow Jack: https://twitter.com/JackFarley96\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eTo the Shareholders of Berkshire Hathaway: https://www.berkshirehathaway.com/letters/2022ltr.pdf\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7eb173a4-b9f0-11ed-bbba-93afb1e132eb/stripped_634dac83cad707f1ad645390259e8172.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5161802352.mp3","size":81476962,"duration":"3394.87","uid":"BWG5161802352","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7eb173a4-b9f0-11ed-bbba-93afb1e132eb/id3/59efb09462c3bf145d70013eb2639ccb.mp3","id3FileProcessing":false,"id3FileSize":82343,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E201_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-04T11:19:00.485Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5FRi60AY5NjeH9wdyASzZM"},{"id":"abb0c562-b7d9-11ed-afc4-5346cc8502c7","createdAt":"2023-03-01T02:35:03.350Z","updatedAt":"2023-11-08T14:22:56.919Z","title":"Powell's Job Isn't Done Yet | Cameron Dawson","pubdate":"2023-03-01T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":200,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, Cameron Dawson CIO at NewEdge Wealth joins the show for a discussion on the path ahead for the Fed, the outlook for earnings and a potential new regime for markets as certain inflation data begins reaccelerating.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe also take a look at some of America's great recessions and discuss wether or not they provide good comparisons to 2023. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Cameron: https://twitter.com/CameronDawson\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eDisequilibrium How America's Great Inflation Led to the Great Recession: \u003ca href=\"https://books.apple.com/us/book/disequilibrium/id1183616897\"\u003ehttps://books.apple.com/us/book/disequilibrium/id1183616897\u003c/a\u003e \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eRunning Up That Hill: Confronting Earnings Hills: \u003ca href=\"https://www.newedgewealth.com/running-up-that-hill/\"\u003ehttps://www.newedgewealth.com/running-up-that-hill/\u003c/a\u003e \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:43) Hard Landing, Soft Landing Or No Landing?\u003c/p\u003e\u003cp\u003e(02:57) The Fed's Job Isn't Over Yet\u003c/p\u003e\u003cp\u003e(11:13) The Bond Market Scores A D-\u003c/p\u003e\u003cp\u003e(13:36) Blockworks Research\u003c/p\u003e\u003cp\u003e(14:26) Looking Back At America's Great Recessions\u003c/p\u003e\u003cp\u003e(28:27) How The QE Era Differs From QT Now\u003c/p\u003e\u003cp\u003e(32:06) The Median Voter Theorem\u003c/p\u003e\u003cp\u003e(36:25) Permissionless 2023\u003c/p\u003e\u003cp\u003e(37:10) Running Up That Hill: Confronting Earnings Hills\u003c/p\u003e\u003cp\u003e(44:52) The Bull, Bear \u0026amp; Neutral Case For Earnings\u003c/p\u003e\u003cp\u003e(52:46) A New Regime For Markets?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/abb0c562-b7d9-11ed-afc4-5346cc8502c7/stripped_16321fa7fd94f9f31bfab1ed2aa1d587.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5401852264.mp3","size":91362532,"duration":"3806.77","uid":"BWG5401852264","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/abb0c562-b7d9-11ed-afc4-5346cc8502c7/id3/857251380683793d558cc89a9b012271.mp3","id3FileProcessing":false,"id3FileSize":83927,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E200_Cameron_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-03-01T09:25:52.705Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1xQeoewkmArAcrWMIHpSHi"},{"id":"6faab240-b4c2-11ed-ba99-a31607bdda35","createdAt":"2023-02-25T04:11:10.761Z","updatedAt":"2023-11-08T14:22:55.397Z","title":"Coinbase Launches Their Own Layer-2 | Weekly Round Up","pubdate":"2023-02-25T11:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":199,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; Mark begin by discussing the Coinbase Q4 earnings which saw an additional $30 million in revenue than analysts had expected. We break down the balance sheet and compare Coinbase's revenue when operating in bull \u0026amp; bear markets.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe then move on to Coinbase's layer-2 announcement, Base. Could this signal a turning point amid crypto winter and how will this impact the crypto developer ecosystem. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://twitter.com/MarkYusko\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: \u003ca href=\"https://blockworks.co/event/permissionless-2023\"\u003ehttps://blockworks.co/event/permissionless-2023\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/6faab240-b4c2-11ed-ba99-a31607bdda35/stripped_c352edfe501cabab3775b67408c2beed.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7792870561.mp3","size":104661158,"duration":"4360.88","uid":"BWG7792870561","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/6faab240-b4c2-11ed-ba99-a31607bdda35/id3/5c7cd6ff6fbd1952f346bc2a1b10f998.mp3","id3FileProcessing":false,"id3FileSize":82259,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E199_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-02-25T10:55:57.541Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/72VSbBJv7f98A2hZqsBoyY"},{"id":"fb475770-b258-11ed-a0b3-93223ddca523","createdAt":"2023-02-22T02:31:16.000Z","updatedAt":"2023-11-08T14:22:58.790Z","title":"Inflation's Role In The Fourth Turning | Vincent Deluard ","pubdate":"2023-02-22T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":198,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, Vincent Deluard Director of Global Macro at StoneX joins the show for a discussion on the rise of secular inflation.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eBeing early to the inflation call, Vincent walks through the dynamics that allowed him to spot the rise of inflation, and how it will impact the next decade and beyond. We then dive into the role of inflation during a fourth turning and how this could shift the balance back to labor, contrary to the rise of capital during \"the great disinflation. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Vincent: https://twitter.com/VincentDeluard\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eClip: Sir James Goldsmith Presciently Explaining Globalization in 1994: \u003ca href=\"https://www.youtube.com/watch?v=UKe38mVpHgk\"\u003ehttps://www.youtube.com/watch?v=UKe38mVpHgk\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:55) Why Is 2023 Data So Strong?\u003c/p\u003e\u003cp\u003e(05:28) Turns Out... Europe Didn't Freeze\u003c/p\u003e\u003cp\u003e(10:19) Liquidity vs The Economy\u003c/p\u003e\u003cp\u003e(13:00) Blockworks Research\u003c/p\u003e\u003cp\u003e(14:33) Becoming An Early Inflationista\u003c/p\u003e\u003cp\u003e(21:47) Inflation Is The Solution\u003c/p\u003e\u003cp\u003e(30:46) The End of Secular Disinflation\u003c/p\u003e\u003cp\u003e(35:33) Permissionless 2023\u003c/p\u003e\u003cp\u003e(36:17) The Fourth Turning\u003c/p\u003e\u003cp\u003e(40:53) The Key To Inflation Is Trust\u003c/p\u003e\u003cp\u003e(44:19) Preparing For The Coming Decade Amid Secular Inflation\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fb475770-b258-11ed-a0b3-93223ddca523/stripped_130c34498b066ad596a4a9e3911a6aa5.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG4921134071.mp3","size":72679757,"duration":"3028.32","uid":"BWG4921134071","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/fb475770-b258-11ed-a0b3-93223ddca523/id3/eacb69a2d24799744d9a83f12b906f6f.mp3","id3FileProcessing":false,"id3FileSize":83689,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E198_Vincent_audio_fixed.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-02-22T14:40:22.286Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7pRjioNwhcHeUrkFmovqA7"},{"id":"00b6aa9c-af31-11ed-a6c4-8fe94f935aaa","createdAt":"2023-02-18T02:07:31.761Z","updatedAt":"2023-11-08T14:22:52.123Z","title":"The Inflation Debate Rages On | Weekly Round Up","pubdate":"2023-02-18T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":197,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the outlook for inflation in 2023. On the back of a 6.4% YoY CPI, could inflation remain sticky, or will the year ahead be met with a sharp decline in inflation?\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAs \"animal spirits\" persist in markets, despite the yield curve repricing higher, and the terminal rate along with it, why are markets so intent on fighting the Fed? To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/00b6aa9c-af31-11ed-a6c4-8fe94f935aaa/stripped_a50c714c05aaea2eea875e771fe3e573.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9709680359.mp3","size":92795715,"duration":"3866.49","uid":"BWG9709680359","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/00b6aa9c-af31-11ed-a6c4-8fe94f935aaa/id3/2b82532fb4a67b1370d7b2ad9ecdd214.mp3","id3FileProcessing":false,"id3FileSize":82129,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E197_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-02-18T14:26:38.571Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/6u52hut9oncO9D34HhEUGX"},{"id":"73b42308-aca7-11ed-8e20-db66b163f146","createdAt":"2023-02-14T20:37:51.823Z","updatedAt":"2023-11-08T14:22:55.432Z","title":"Will The Fed Get Their Soft Landing? | Warren Pies","pubdate":"2023-02-15T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":196,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, Warren Pies Founder of 3Fourteen Research joins the show to discuss wether the Fed will be able to achieve their soft landing.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFocusing on the housing market, Warren describes how this is the key signal to watch for a hard vs soft landing in the U.S economy. Warren then walks through the Fed's quantitative tightening program and how this could effect markets in 2023. As short term bullish technicals emerge, how should investors position if the long term fundamentals are bearish?\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFinally, with an expertise in energy markets, Warren walks through \"the energy trade\" of the 2022, and how it could perform into 2023. As many headwinds remain for energy supply, what implications will China's economy reopening have for the global energy market? To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Warren: https://twitter.com/WarrenPies\u003c/p\u003e\u003cp\u003eFollow 3Fourteen Research: https://twitter.com/3F_Research\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:49) How Likely Is A Soft Landing?\u003c/p\u003e\u003cp\u003e(08:28) Quantitative Tightening\u003c/p\u003e\u003cp\u003e(16:34) Preparing For A Fed Pause/Pivot\u003c/p\u003e\u003cp\u003e(20:00) Blockworks Research\u003c/p\u003e\u003cp\u003e(20:49) Bullish Technicals vs Bearish Fundamentals\u003c/p\u003e\u003cp\u003e(27:32) The Path Ahead For Inflation In 2023\u003c/p\u003e\u003cp\u003e(31:09) Animal Spirits Are Back For Markets\u003c/p\u003e\u003cp\u003e(34:18) Warren's Earnings Forecast\u003c/p\u003e\u003cp\u003e(38:29) Permissionless 2023\u003c/p\u003e\u003cp\u003e(39:13) The Effect Of China Reopening\u003c/p\u003e\u003cp\u003e(44:50) How Energy Drove Inflation\u003c/p\u003e\u003cp\u003e(48:50) Cycles Take Time To Play Out\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/73b42308-aca7-11ed-8e20-db66b163f146/stripped_0c0b6acb1a8e15bd58595de2ad2cf51e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2609355160.mp3","size":78214372,"duration":"3258.93","uid":"BWG2609355160","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/73b42308-aca7-11ed-8e20-db66b163f146/id3/65746790f84afed675aecdfa7c1a947b.mp3","id3FileProcessing":false,"id3FileSize":84023,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E196_Warren Pies_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-02-15T09:52:47.225Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/7IaMQanyXMTMliQtJpX61k"},{"id":"7bc8f136-a9af-11ed-9b9a-6f0e89836c96","createdAt":"2023-02-11T01:57:47.880Z","updatedAt":"2023-11-08T14:22:55.488Z","title":"The SEC Cracks Down On Crypto | Weekly Round Up","pubdate":"2023-02-11T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":195,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the SEC crackdown on crypto as Kraken settles for a $30 million fine and agrees to stop it's staking operation. \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMark states \"first they ignore you, then they laugh at you, then they fight you, then you win\". As the pressure ramps up on U.S crypto companies, what will this mean for the future of the industry? \u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7bc8f136-a9af-11ed-9b9a-6f0e89836c96/stripped_ae8d7044562b041ae713317b8967830d.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5130930987.mp3","size":91476008,"duration":"3811.5","uid":"BWG5130930987","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7bc8f136-a9af-11ed-9b9a-6f0e89836c96/id3/22d6f8ea2e94f4b314a7bb8ad581c4e0.mp3","id3FileProcessing":false,"id3FileSize":81995,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E195_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-02-11T09:17:28.709Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4oTtMRIkXhwmAG2UvOfwg8"},{"id":"0582965c-a753-11ed-aec9-f3a371d950f8","createdAt":"2023-02-08T01:50:53.392Z","updatedAt":"2023-11-08T14:22:52.372Z","title":"Interest Rates Will Remain Higher For Longer In 2023 | Peter Boockvar","pubdate":"2023-02-08T16:07:43.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":194,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, Peter Boockvar Chief Investment Officer of Bleakley Financial Group and Editor of The Boock Report joins the show for a discussion on the path ahead for the U.S economy.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAs markets have rallied to start the year, Peter walks through the state of the U.S economy. With inflation having seemingly peaked, Powell seems confident that disinflation will be the path ahead for 2023. Peter breaks down Powell's recent comments at the press conference last week before discussing how interest rates being \"higher for longer\" will effect corporate \u0026amp; household balance sheets and wether the Fed will get their soft landing. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Peter: https://twitter.com/pboockvar\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eToday's show is sponsored by Public.com: Get a 4.9% yield when you open a government-backed Treasury Account.* That's a higher yield than a high-yield savings account.** Go to https://Public.com/onthemargin \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e*26-week T-bill rate (as of 2/6/23) when held to maturity. Rate shown is gross of fees. **As compared to the national high-yield savings average of 3.43% (Source: Time.com/NextAdvisor as of 12/30/22).\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAll Eyes On Inflation: \"A Pause Is Not A Pivot\" | Weekly Round Up: https://open.spotify.com/episode/50ABz990nXRh2NEXU6aVRd?si=3b9a53f609314f94\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe Boock Report: https://boockreport.com/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps: \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:35) A Breakdown of The U.S Economy \u003c/p\u003e\u003cp\u003e(02:40) Why Animal Spirits Are Back For Markets \u003c/p\u003e\u003cp\u003e(08:45) Will Powell Get His Soft Landing? \u003c/p\u003e\u003cp\u003e(14:12) Public Ad\u003c/p\u003e\u003cp\u003e(15:59) Rates Will Remain Higher For Longer\u003c/p\u003e\u003cp\u003e(22:46) The Chinese Reopening \u003c/p\u003e\u003cp\u003e(27:00) The Path Ahead For Inflation \u003c/p\u003e\u003cp\u003e(30:40) Permissionless Announcement \u003c/p\u003e\u003cp\u003e(31:24) Preparing For A Recession \u003c/p\u003e\u003cp\u003e(38:50) Breaking Down Earnings \u003c/p\u003e\u003cp\u003e(46:16) \"The Market Is Partying Like It's 2021\"\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/0582965c-a753-11ed-aec9-f3a371d950f8/stripped_fa05f5c726b5d6a2cdd643571c8f74f2.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG1441230998.mp3","size":74639568,"duration":"3109.98","uid":"BWG1441230998","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/0582965c-a753-11ed-aec9-f3a371d950f8/id3/352d83f740fd459e26a74a0ea7ea77fc.mp3","id3FileProcessing":false,"id3FileSize":84477,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E194_Peter Boockvar_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-02-08T16:07:45.337Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/3u5wf7BS2yT7SFVkh9OKtB"},{"id":"7b2f0102-a43c-11ed-9067-031f62a7f05f","createdAt":"2023-02-04T03:31:58.553Z","updatedAt":"2023-11-08T14:22:55.503Z","title":"Markets Rally As The Liquidity Cycle Trends Up | Weekly Round Up","pubdate":"2023-02-04T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":193,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; Mark discuss the week of central bank rate hikes and press conferences. With the Fed, BoE \u0026amp; ECB continuing to raise interest rates, markets attempted to price in an eventual pause in rate hikes.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWith the S\u0026amp;P 500 up roughly 7% through January 2023, and the most speculative of names rallying the most, reminiscent of 2021, we walk through the liquidity cycle up trend and how the loosening of financial conditions has eased downward pressure on the market to start off the new year. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://twitter.com/MarkYusko\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through \u003ca href=\"https://link.curve.com/blockworks_on_\"\u003ehttps://link.curve.com/blockworks_on_\u003c/a\u003e... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7b2f0102-a43c-11ed-9067-031f62a7f05f/stripped_8184ed1813765a66c1d036a4fdc0ed2c.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2504184644.mp3","size":104562102,"duration":"4356.75","uid":"BWG2504184644","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7b2f0102-a43c-11ed-9067-031f62a7f05f/id3/aa9b39967f593c2147edb8a9eecfdfea.mp3","id3FileProcessing":false,"id3FileSize":82939,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E193_RoundUp_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-02-04T10:54:16.753Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/48XmVUhvvCzq7FCpOxxOzD"},{"id":"9bd03a02-a284-11ed-af1a-dbd8ca2b5ffe","createdAt":"2023-02-01T23:03:15.051Z","updatedAt":"2023-11-08T14:22:56.317Z","title":"\"It's 2021 All Over Again\" | Jim Bianco","pubdate":"2023-02-01T22:39:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":192,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, Jim Bianco Founder of Bianco Research LLC joins the show alongside Jack Farley Host of Forward Guidance for a discussion on Powell's press conference on Wednesday 1st February.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMarkets started the new year with a strong rally seeing gains of around 7% in the S\u0026amp;P 500. Many anticipated a hawkish press conference from Jerome Powell in a bid to tighten financial conditions and try ease some of the \"animal spirits\" that we saw throughout 2021. Jim makes just that comparison. \"This market is showing signs of 2021\" with the most speculative and highest beta names rallying the most. We walk through Powell's comments in the press conference after raising rates 25 basis points and what the path ahead will mean for markets, the economy and most importantly inflation.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Jim: \u003ca href=\"https://twitter.com/biancoresearch\"\u003ehttps://twitter.com/biancoresearch\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Jack: \u003ca href=\"https://twitter.com/JackFarley96\"\u003ehttps://twitter.com/JackFarley96\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: \u003ca href=\"https://blockworks.co/newsletter/\"\u003ehttps://blockworks.co/newsletter/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 \u003ca href=\"https://www.blockworksresearch.com/\"\u003ehttps://www.blockworksresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: \u003ca href=\"https://blockworks.co/event/permissionless-2023\"\u003ehttps://blockworks.co/event/permissionless-2023\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9bd03a02-a284-11ed-af1a-dbd8ca2b5ffe/stripped_affc527f07b1aab0631da34a03ead7e9.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG5520847947.mp3","size":108109321,"duration":"4504.56","uid":"BWG5520847947","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9bd03a02-a284-11ed-af1a-dbd8ca2b5ffe/id3/4e3933f6dbf0f10922cddb9e7c76c593.mp3","id3FileProcessing":false,"id3FileSize":83493,"parentId":null,"guid":null,"pubdateTimezone":"Europe/London","originalFilename":"OTM_S01E192_JimBianco_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-02-01T23:16:25.852Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5w4RGMQImQR4d1ZnA9mdgz"},{"id":"eb82f810-9ec8-11ed-b5a5-47355d65c025","createdAt":"2023-01-28T05:02:09.915Z","updatedAt":"2023-11-08T14:22:58.590Z","title":"Can GDP \u0026 Earnings Hold On? | Weekly Roundup","pubdate":"2023-01-28T07:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":191,"subtitle":"","summary":"\u003cp\u003eThis week, Mark and Mike discuss all things macro as they break down GDP and earning expectations. US GDP just came in above expectations at 2.9%. Is a soft landing possible, or is the economy holding on by a thread? Mark gives his convincing arguments for the latter.\u003c/p\u003e\u003cp\u003eWe also take a deep dive into the housing market, corporate earnings, overvalued tech stocks and why all eyes are on Japan. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://twitter.com/MarkYusko\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through \u003ca href=\"https://link.curve.com/blockworks_on_\"\u003ehttps://link.curve.com/blockworks_on_\u003c/a\u003e... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/eb82f810-9ec8-11ed-b5a5-47355d65c025/stripped_a6f4cbb1a81f2e45b39cc62710cd8bfa.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7022742817.mp3","size":86806568,"duration":"3616.94","uid":"BWG7022742817","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/eb82f810-9ec8-11ed-b5a5-47355d65c025/id3/59f4e23c320e0bd496850cd6861d076e.mp3","id3FileProcessing":false,"id3FileSize":82163,"parentId":null,"guid":null,"pubdateTimezone":"UTC","originalFilename":"OTM_S01E191_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-01-30T15:24:43.021Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2pFf69TMvxskywoIoaXrsL"},{"id":"e3549178-9c5f-11ed-8cc3-131cdcf4d10c","createdAt":"2023-01-25T03:25:16.693Z","updatedAt":"2023-11-08T14:22:58.313Z","title":"Bitcoin’s Place in the 2023 Macro Cycle | Charles Edwards","pubdate":"2023-01-25T07:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":190,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, Charles Edwards Founder of Capriole Investments joins the show to discuss Bitcoin's place in the current macro cycle. We start with the state of macro and then dive into what inflation, interest rates and the Fed's actions mean for Bitcoin. We hit on frameworks for valuing BTC, Bitcoin's monetary policy and what metrics investors should be watching.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFinally, we close with a conversation on Bitcoin's role as an inflation hedge and long-term outlook!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Charles: https://twitter.com/caprioleio\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003eCapriole's website\u003c/p\u003e\u003cp\u003ehttps://capriole.com/\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eCapriole's newsletter\u003c/p\u003e\u003cp\u003ehttps://capriole.com/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:54) The Current Macro Environment\u003c/p\u003e\u003cp\u003e(06:41) Crypto’s Changing Sentiment\u003c/p\u003e\u003cp\u003e(11:16) Frameworks for Valuing BTC\u003c/p\u003e\u003cp\u003e(14:41) Miner Capitulation\u003c/p\u003e\u003cp\u003e(22:44) Permissionless Ad\u003c/p\u003e\u003cp\u003e(23:29) Bitcoin vs Ethereum\u003c/p\u003e\u003cp\u003e(33:34) A Fed Pivot?\u003c/p\u003e\u003cp\u003e(41:10) 2023 Outlook\u003c/p\u003e\u003cp\u003e(43:51) Bitcoin as an Inflation Hedge\u003c/p\u003e\u003cp\u003e(47:34) Bitcoin’s NASDAQ Correlation\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e3549178-9c5f-11ed-8cc3-131cdcf4d10c/stripped_cb5bb28efce361d84d560439968ee48f.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9826136540.mp3","size":79199920,"duration":"3300.0","uid":"BWG9826136540","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e3549178-9c5f-11ed-8cc3-131cdcf4d10c/id3/68ec0b1ae2ced66b35fc2217fc5f8319.mp3","id3FileProcessing":false,"id3FileSize":83213,"parentId":null,"guid":null,"pubdateTimezone":"UTC","originalFilename":"OTM_S01E190_Charles Edwards_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-02-01T22:26:08.861Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/77Ke5jRM2J9dohOmDaYGaI"},{"id":"7f189ac4-9949-11ed-a280-7b0ff5195d17","createdAt":"2023-01-21T05:07:26.141Z","updatedAt":"2023-11-08T14:22:55.845Z","title":"All Eyes On Inflation: \"A Pause Is Not A Pivot\" | Weekly Round Up","pubdate":"2023-01-21T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":188,"subtitle":"","summary":"\u003cp\u003eThis week, Mike \u0026amp; Mark are joined by James Davolos Portfolio manager at Horizon Kinetics for a debate on all things inflation. At the end of the day, will team transitory will be proven right into 2023? After hearing last weeks episode, James reached out to engage in a friendly debate with Mark as he has a slightly different view on the inflation dynamics into 2023.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe then move on to the mounting pressures in housing as KKR, Blackstone \u0026amp; Starwood limit withdrawals to their REIT products. Mark reflects on the 2007/08 period and what similarities, if any, we can make today in 2023. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Horizon Kinetics: https://twitter.com/HorizonKinetics\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7f189ac4-9949-11ed-a280-7b0ff5195d17/stripped_8d3f9a69150b8b452481b450a21dc153.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9696900534.mp3","size":92749322,"duration":"3864.56","uid":"BWG9696900534","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/7f189ac4-9949-11ed-a280-7b0ff5195d17/id3/097de6f731d3fc153537159278ba5f19.mp3","id3FileProcessing":false,"id3FileSize":82289,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E189_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-01-21T13:49:32.841Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/50ABz990nXRh2NEXU6aVRd"},{"id":"80159e08-972e-11ed-a291-0746aabf3e07","createdAt":"2023-01-18T12:49:09.025Z","updatedAt":"2023-11-08T14:22:55.759Z","title":"U.S Dollar's Role In The Great Power Competition | Michael Kao","pubdate":"2023-01-18T13:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":188,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, Michel Kao joins the show for a discussion on the U.S Dollar and its role in the great power competition.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMichael outlines his thesis for an upcoming paper on the U.S Dollar looking at the geopolitical significance of the Dollar and the four key economic pillars of which is stands upon. As many have called for the demise of the U.S Dollar, Michael sees the current rules based order continuing, despite the less favourable policies the U.S has enacted. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Michael Kao: https://twitter.com/UrbanKaoboy\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eInflation/USD Wrecking Ball-Who's Gonna Out-Hawk the Fed?: \u003ca href=\"https://twitter.com/UrbanKaoboy/status/1613279643754463232\"\u003ehttps://twitter.com/UrbanKaoboy/status/1613279643754463232\u003c/a\u003e \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMoney and Empire: Charles P. Kindleberger and the Dollar System: \u003ca href=\"https://www.cambridge.org/core/books/abs/money-and-empire/money-and-empire/E9C856CAE32893E703C9BF474511A046\"\u003ehttps://www.cambridge.org/core/books/abs/money-and-empire/money-and-empire/E9C856CAE32893E703C9BF474511A046\u003c/a\u003e \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eSanctions book – Backfire: Agathe Demarais: \u003ca href=\"https://agathedemarais.com/sanctions-book-backfire/\"\u003ehttps://agathedemarais.com/sanctions-book-backfire/\u003c/a\u003e \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eChip War: The Fight for the World's Most Critical Technology: \u003ca href=\"https://www.christophermiller.net/semiconductors-1\"\u003ehttps://www.christophermiller.net/semiconductors-1\u003c/a\u003e \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eAcquired: TSMC: \u003ca href=\"https://podcasts.apple.com/us/podcast/tsmc/id1050462261?i=1000534514877\"\u003ehttps://podcasts.apple.com/us/podcast/tsmc/id1050462261?i=1000534514877\u003c/a\u003e \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe Geopolitical Mosh Pit: \u003ca href=\"https://twitter.com/UrbanKaoboy/status/1589253118268944386\"\u003ehttps://twitter.com/UrbanKaoboy/status/1589253118268944386\u003c/a\u003e \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eSir James Goldsmith Presciently Explaining Globalization in 1994: \u003ca href=\"https://www.youtube.com/watch?v=UKe38mVpHgk\"\u003ehttps://www.youtube.com/watch?v=UKe38mVpHgk\u003c/a\u003e \u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eRubicon: The Last Years of the Roman Republic: \u003ca href=\"https://www.goodreads.com/book/show/91017.Rubicon\"\u003ehttps://www.goodreads.com/book/show/91017.Rubicon\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:17) The Primacy of the US Dollar And Its Role In the Great Power Competition\u003c/p\u003e\u003cp\u003e(04:04) Economic Pillars of National Power: Geography, Natural Resources \u0026amp; Industrial Capacity\u003c/p\u003e\u003cp\u003e(16:56) The Aftermath of Bretton Woods\u003c/p\u003e\u003cp\u003e(32:38) The Geopolitics of U.S Dollar Sanctions, Semiconductors \u0026amp; Energy Policy\u003c/p\u003e\u003cp\u003e(47:38) Energy Independence, The Dollar Wrecking Ball \u0026amp; Inflation\u003c/p\u003e\u003cp\u003e(59:35) Permissionless Ad\u003c/p\u003e\u003cp\u003e(1:00:20) The U.S Dollar Dutch Disease\u003c/p\u003e\u003cp\u003e(1:15:34) The Great Power Competition \u0026amp; Rules Based Order\u003c/p\u003e\u003cp\u003e(1:23:33) A Summary of The Great Power Competition Between The U.S \u0026amp; China\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/80159e08-972e-11ed-a291-0746aabf3e07/stripped_56a439ac2820659299343cdfc71588dc.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7076809852.mp3","size":128936854,"duration":"5372.37","uid":"BWG7076809852","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/80159e08-972e-11ed-a291-0746aabf3e07/id3/5e9edc698564ad795af47b2c268105f3.mp3","id3FileProcessing":false,"id3FileSize":86395,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E188_Michael Kao_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-01-18T13:15:08.362Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0PQpe2hArqGua35jjTRvMD"},{"id":"71d71a2a-93db-11ed-b855-273b21aefa59","createdAt":"2023-01-14T07:17:03.452Z","updatedAt":"2023-11-08T14:22:55.543Z","title":"Turns Out... Inflation Was Transitory | Weekly Round Up","pubdate":"2023-01-14T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":187,"subtitle":"","summary":"\u003cp\u003eThis week, Mark and Mike discuss all things macro as they break down this weeks CPI release. Taking a deep dive into all the elements of the CPI bucket, Mark expects inflation to continue falling throughout 2023. Will team transitory ultimately be proven right? To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/71d71a2a-93db-11ed-b855-273b21aefa59/stripped_a69a1c48faeb21db95c4aa8ddb16776e.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9556989822.mp3","size":97529730,"duration":"4063.74","uid":"BWG9556989822","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/71d71a2a-93db-11ed-b855-273b21aefa59/id3/fd0d3457e5bae6b6bebb6f59f2903dd3.mp3","id3FileProcessing":false,"id3FileSize":81433,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E187_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-01-14T14:46:47.172Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4e2pvYiojBWYvtzthNWWg9"},{"id":"d9f1d33c-9220-11ed-b6ab-9fb527e85cd5","createdAt":"2023-01-12T02:28:51.024Z","updatedAt":"2023-11-08T14:22:58.122Z","title":"Will Clemente \u0026 Dylan LeClair | Bitcoin \u0026 Macro: 2023 Outlook \u0026 2022 Year In Review","pubdate":"2023-01-12T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":186,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, Will Clemente and Dylan LeClair join Mike to discuss Bitcoin's 2023 outlook. Bitcoin is a liquidity gauge, and the markets are drying up. We explore what we expect from macro, how the Fed will respond and what this means for crypto, bonds and currency markets. Will and Dylan then explain Bitcoin's correlation to macro, why Bitcoin has \"failed\" to be an inflation hedge and their (bullish) investment thesis.\u003c/p\u003e\u003cp\u003eFinally, we close with a conversation on Bitcoin miners, Silvergate/Genesis and projections for crypto in 2023!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Will: \u003ca href=\"https://twitter.com/WClementeIII\"\u003ehttps://twitter.com/WClementeIII\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow: Dylan \u003ca href=\"https://twitter.com/DylanLeClair_\"\u003ehttps://twitter.com/DylanLeClair_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://twitter.com/MikeIppolito_\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://twitter.com/OnTheMarginPod\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://twitter.com/blockworks_\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: \u003ca href=\"https://blockworks.co/newsletter/\"\u003ehttps://blockworks.co/newsletter/\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eUse code MARGIN10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eReflexivity Research's 2022/2023 Report\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://drive.google.com/file/d/1ET__oUi5LeoKBxX2pBZu0FL9AaQ9B56R/view\"\u003ehttps://drive.google.com/file/d/1ET__oUi5LeoKBxX2pBZu0FL9AaQ9B56R/view\u003c/a\u003e\u003c/p\u003e\u003cp\u003eReflexivity Research\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.reflexivityresearch.com/\"\u003ehttps://www.reflexivityresearch.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003eBitcoin Magazine\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://bitcoinmagazine.com/\"\u003ehttps://bitcoinmagazine.com/\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFelix on Forward Guidance\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://bit.ly/3Zx0CAj\"\u003ehttps://bit.ly/3Zx0CAj\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:51) The 2022 Leverage Unwind\u003c/p\u003e\u003cp\u003e(05:06) Tailwinds or Headwinds on the Horizon?\u003c/p\u003e\u003cp\u003e(12:09) How Japan Could Trigger a Black Swan Event\u003c/p\u003e\u003cp\u003e(14:31) Currency Markets vs Bond Markets\u003c/p\u003e\u003cp\u003e(17:47) It’s All a Liquidity Game\u003c/p\u003e\u003cp\u003e(22:59) The Macro and Crypto Correlation\u003c/p\u003e\u003cp\u003e(32:44) Permissionless Ad\u003c/p\u003e\u003cp\u003e(33:28) Bitcoin’s Inflation Hedge Narrative\u003c/p\u003e\u003cp\u003e(41:40) Bitcoin Miner Dynamics\u003c/p\u003e\u003cp\u003e(52:38) Silvergate and Genesis\u003c/p\u003e\u003cp\u003e(1:00:57) Crypto’s 2023 Outlook\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d9f1d33c-9220-11ed-b6ab-9fb527e85cd5/stripped_e7cd7768d0d4618fc50238ba7380f289.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8565380385.mp3","size":104378409,"duration":"4349.1","uid":"BWG8565380385","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/d9f1d33c-9220-11ed-b6ab-9fb527e85cd5/id3/0da519f5c199f0456809f78fe7f82b31.mp3","id3FileProcessing":false,"id3FileSize":84619,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E186_Dylan and Will_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-01-12T13:20:35.986Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5ipMolr0UdL8Z56ckqqdut"},{"id":"e037e460-8dd5-11ed-87dd-c3fac723fd95","createdAt":"2023-01-06T15:22:04.669Z","updatedAt":"2023-11-08T14:22:58.264Z","title":"Mark Yusko's Big Calls For 2023 | Weekly Roundup","pubdate":"2023-01-07T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":185,"subtitle":"","summary":"\u003cp\u003eThis week, Mark is back for the first On The Margin weekly roundup of 2023! What better way to kick off the new year than with an outlook for the year ahead in markets. As 2022 was dominated by central banks tightening in an attempt to tame inflation, how will these dynamics play out in 2023, and how will they impact asset prices from stocks, bonds, commodities and crypto. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbG1pU1N5bDRGX0FDd1paSXFMUDNIdV84ci1qZ3xBQ3Jtc0tsRE5KOVAzM3U3QTVCVFVYdnlnNlZkMkkxbXZRUGh0SkRXcm1tbXRNcnpLU1JDczRfdWN2UDlHcGpXbW1Lb2xEbks3QUFRc3B2SWxjOEo2STNCdlZCYkYzbFVOLTI1NE1lX1BsYU1WejdwMWxOUlZSMA\u0026amp;q=https%3A%2F%2Ftwitter.com%2FOnTheMarginPod\u0026amp;v=P_CIj7GNn20\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbmF1NWxqUGVCUnA3Uzd5aEQwVVAwOUppV0tSUXxBQ3Jtc0trYkhhNlRPSWZrMFNCQlpOQWdBN3dxSTdBc3NjRGp3MVcxaDRSMmJDb2hlT0MtUzRvZzV1UEx5VHE5M3Bla1oyMlFkTUNvZFRkQ0puOS1faVNKcURoN1lWdUtNeVlrSHZfUjNkZFJ1UEtEVHhLXzBjbw\u0026amp;q=https%3A%2F%2Ftwitter.com%2FMarkYusko\u0026amp;v=P_CIj7GNn20\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqa090dmNfaE04YzhnbTdpQmxpZ2hFTE9HM3VUd3xBQ3Jtc0ttclVtUVRUMGYzWV9MVUFDc3JodGF5ejlPRHBBZ3h1RU9ad0wxM1p3Y1RVOElXS29FN002MEJBanZKS2E5S1BCcS1GdE5tTjdBTUl5ZWhlSTd5YW5pb2xkUld3N2FMeUdqMXozOWwxRDZzNXhqVEpzNA\u0026amp;q=https%3A%2F%2Ftwitter.com%2FMikeIppolito_\u0026amp;v=P_CIj7GNn20\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbjBISEw3N2dnbUxQTXEwbThLN3ZPaDZyVkMtUXxBQ3Jtc0trZEtEUjl4RXM5OTl1cllFSG13czVIRU5KRGhIS3FvUkhyZy1KZkVQaGR0YVNES20zSUpRRGFPN0NveFgxS19WaHZmR0NtSFN0bElleWU4Z01zdlk3ejU1WjdzY2d0djU1M09malJ0S094WGpLZEgwRQ\u0026amp;q=https%3A%2F%2Ftwitter.com%2Fblockworks_\u0026amp;v=P_CIj7GNn20\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbmgzSHU1UHpJN3RWdmx5TXdiRUdLR3dJbXN6Z3xBQ3Jtc0tsUVBpUUlXZlRnRDVUZUtsRHR4WWNzTF80UkpjemJ6UUx5c1U5aGh3OHdwWDV3VVlOU3dmUl83QlBGRHdOUmN3d2tfYlhJQ0NNOEIteUp0SHF0dDdoTmlMZW1DVk13Y3c1QzZsUUVxRWY2QnFTX2c1Yw\u0026amp;q=https%3A%2F%2Flink.curve.com%2Fblockworks_on_the_margin\u0026amp;v=P_CIj7GNn20\"\u003ehttps://link.curve.com/blockworks_on_...\u003c/a\u003e , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003ePermissionless is the brainchild of Blockworks and Bankless. Over 5,500 people attended the inaugural event in 2022, making Permissionless the world’s largest DeFi conference. As a listener of On The Margin, you can use code \"MARGIN10\" for a 10% discount when purchasing tickets using this link: https://blockworks.co/event/permissionless-2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e037e460-8dd5-11ed-87dd-c3fac723fd95/stripped_8229f0b1a33a74f87bd357247fe00282.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9481105383.mp3","size":86094367,"duration":"3587.27","uid":"BWG9481105383","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/e037e460-8dd5-11ed-87dd-c3fac723fd95/id3/6bd732296d64fb507a8d925a057f6078.mp3","id3FileProcessing":false,"id3FileSize":85983,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM Round Up 01_06_Edit.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-01-07T13:31:08.142Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0g6bOi569pe5urF6NnPauS"},{"id":"8c330f36-8bb7-11ed-8928-47ca095bb18e","createdAt":"2023-01-03T22:39:56.463Z","updatedAt":"2023-11-08T14:22:55.953Z","title":"Crypto's 2022 Year End Review | Matt Fiebach","pubdate":"2023-01-04T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":184,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, we are joined by one of Blockworks' very own research analysts Matt Fiebach for a deep dive on their most recent report \"2022 Year End Review: Network Coverage, Layer 1s \u0026amp; 2s\".\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eMatt walks us through the top stories of the year from the Ethereum merge, to the Layer 1 wars, and the various narratives the year saw in crypto markets. We then deep dive into the contagion crypto experienced with 3AC, FTX and other CeFi lenders throughout 2022. Finally, Matt looks ahead to 2023, sharing with us his big calls for what lies ahead for crypto markets in the year to come, but to hear that, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Matt: https://twitter.com/MattFiebach\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eResearch, 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 using this link: https://blockworks.co/get-research/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e2022 Year End Review: Network Coverage, Layer 1s \u0026amp; 2s: https://www.blockworksresearch.com/research/2022-in-review-network-coverage-layer-1s-and-2s\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(00:55) The Ethereum Merge\u003c/p\u003e\u003cp\u003e(06:05) Narratives In Crypto\u003c/p\u003e\u003cp\u003e(08:21) Layer 1s \u0026amp; 2s In 2022\u003c/p\u003e\u003cp\u003e(12:35) The Investment Case For Layer 2s\u003c/p\u003e\u003cp\u003e(19:01) The Cosmos Ecosystem\u003c/p\u003e\u003cp\u003e(27:43) Alternative L1s: Solana, Avalanche \u0026amp; Aptos\u003c/p\u003e\u003cp\u003e(42:35) Network Infrastructure: Oracles \u0026amp; Bridges\u003c/p\u003e\u003cp\u003e(46:28) Matt's 2023 Outlook For Crypto\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8c330f36-8bb7-11ed-8928-47ca095bb18e/stripped_9038eb2ed19aad3cc488220bbb8324fa.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6410932964.mp3","size":77624423,"duration":"3234.35","uid":"BWG6410932964","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/8c330f36-8bb7-11ed-8928-47ca095bb18e/id3/54d8e793fd956e21a180818a5c80608e.mp3","id3FileProcessing":false,"id3FileSize":83335,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"Mix.mp3","expectedAdhash":"","audioFileUpdatedAt":"2023-01-04T12:54:13.391Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/0F0pu4G8X51kikxmIUnZUw"},{"id":"242bea82-8880-11ed-91d4-db2fc0f67663","createdAt":"2022-12-30T20:25:46.122Z","updatedAt":"2023-11-08T14:22:53.923Z","title":"A 2023 Global Macro Outlook | Joseph Wang \u0026 George Goncalves","pubdate":"2022-12-31T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":183,"subtitle":"","summary":"\u003cp\u003eJack Farley, host of Forward Guidance, welcomes George Goncalves and Joseph Wang to share their 2023 outlook on the Federal Reserve and inflation. Goncalves, Head of U.S. Macro Strategy at MUFG Securities, argues that inflation is slowing rapidly and the Federal Reserve is nearly done with raising interest rates. Joseph Wang, former senior trader for the New York Fed, contends that 2023 will be the year that “transitory will die” and that the Federal Reserve will tighten as far as it can as inflation stays high.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWang and Goncalves also discuss the housing market, quantitative tightening, yield curve inversions, and their outlook on risk assets.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow George Goncalves on Twitter: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbDE3bW00RWdOTWFWaU9RajJHVVlKV2t2NU9Cd3xBQ3Jtc0tsbGV1bHhFSVFETGFTaDJqYmo1TkdZRzlESW5qbDFYeHFSdWN4dF9oNGtTZ3V3eHNTTWZNUDlER2NBUWlmQzlCQi1vNDNvYm4zdUp5TTRfTzllbnNEVFBJYm1wbTljWFhFdVBRN0ZjWDE0SExfOXhXWQ\u0026amp;q=https%3A%2F%2Ftwitter.com%2Fbondstrategist\u0026amp;v=HJC8chjr_zM\"\u003ehttps://twitter.com/bondstrategist\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Joseph Wang on Twitter: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbVJ4WkpSVk5kN3BPRlBQMFM3cG5oekkyNTRhQXxBQ3Jtc0traDdKQ3JiNkI2cEZ0cU9KSFh3UTB1Z1ZZZUdsU1VGRUtrZ3Z5ekQ0UC1Fb2JTa2c3SERLa19JZW5MdE03OFhseXA5VGowdjhOSFpLamRhOE5PQjZGN3ZPTVdGSkR0STg0UmZvTGd3NGVaZTFhZkpEUQ\u0026amp;q=https%3A%2F%2Ftwitter.com%2FFedGuy12\u0026amp;v=HJC8chjr_zM\"\u003ehttps://twitter.com/FedGuy12\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Jack Farley on Twitter \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqa05SNWNlWXM5a0t1T3Z1d0VoRXZVUUFCUmFjUXxBQ3Jtc0tsUlFRYjBJeDdnZzI2MnBaM0tCVnBvS3hpamFfWUtfTHFSOXl6cmpZWjFoMmo1X3FiVjg1Q1BGbU5BUGlnemFjQk5OaDZsa1Y5X2NfY2tXNHJuS0IyRVdLS0ZYQ0xFT1ZvUjU0RzI3amNLVUp0TnlYSQ\u0026amp;q=https%3A%2F%2Frb.gy%2Fuesguv\u0026amp;v=HJC8chjr_zM\"\u003ehttps://rb.gy/uesguv\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbjJBRUl0Q0ptT3BMWFZvWFZjZzhLRTQyUHBQZ3xBQ3Jtc0trNWZDWUVrUGNZOGE0TW5zUzhudjlBMXdEMkYxRldaRHVxNjVuNEJiYlBQTTdmOWNtVm9aVE1TY2RHSkdBNHltQ2NnNFpFcm13R05JcFFIUVFVcEthdzdtUzhkODBVZXhYWVV5eVBvZV9LbUl0T0dhMA\u0026amp;q=https%3A%2F%2Ftwitter.com%2FMikeIppolito_\u0026amp;v=BYItG_0X9P8\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFollow Forward Guidance On Spotify: https://spoti.fi/3WDa6b5\u003c/p\u003e\u003cp\u003eFollow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2F\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbS1PemxMUXNGYzdfS1dCcTFOcVFDU3YxR2wwQXxBQ3Jtc0tta3E3d1FDbk5BWTYzSUFnNTNFcXkwRGxZX2tLSVlzRExmT0tnSFJWdUVtazdqVUZNLXhkMll4WUFrVHZQOUVkZkkxUWluZ0Q3a2g5YmFNS1ZuaVNNUXV4Qndjanh2ME9pRlZFeUNnVDlFLXBrdTV6WQ\u0026amp;q=https%3A%2F%2Ftwitter.com%2FOnTheMarginPod\u0026amp;v=BYItG_0X9P8\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Forward Guidance on Twitter \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqa3BVZ3NvZWNvUkwyX3BTZFFDUVF3dEQ5T3ZIZ3xBQ3Jtc0ttRmNIVjR4MllHV3ZNVC1Zc2RaZEo3UGRhZlN4aEZvSmZwMlh1TmVrWkpSejNnWmVESl9IVkJSOUhiVnVVWVpVbGNLdVFJdVR0ek1pTk42TWNxU3prOUJFVDRsRnNQWkw4T29qeTNBYk9iWk5lbGVJQQ\u0026amp;q=https%3A%2F%2Frb.gy%2Fcy0dki\u0026amp;v=HJC8chjr_zM\"\u003ehttps://rb.gy/cy0dki\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqa3RjZHRGZlMwWkw4cFdjbnpRUnlndjVidVplUXxBQ3Jtc0trX0kwdzU3dGIwY3Vlc1RjZng2Q0NQSzlGOGw4OWFzbjVOcFhHY2R6eWpfTVA1WHMtQTZEcGtBcktYZnF5dHNXa2U2R05Ia2lKNnR1T21uNWJ6SWQycWlxeDg1VUxPVUVWd0ZETVVzdTZjLWhlVmFDWQ\u0026amp;q=https%3A%2F%2Ftwitter.com%2Fblockworks_\u0026amp;v=BYItG_0X9P8\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbmxWOGY4ZVo4OE5QYXU5Z3lLSV9MVDVneWV1QXxBQ3Jtc0trZnJZU0ExeHc2M1ZLbWdrXy1LSTRaZkowbWwzLXdFN3VadXBwbHB5MmxCcjFSZ2RET1dydjdFNXU2OHY0MUdiVTE0WlhDWTloZ0tYaloxQnQydzZuNUhLaDNiOVdXNjdRdTJtSlM0VVFDMFpHNFlfSQ\u0026amp;q=https%3A%2F%2Flink.curve.com%2Fblockworks_on_the_margin\u0026amp;v=P_CIj7GNn20\"\u003ehttps://link.curve.com/blockworks_on_...\u003c/a\u003e , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/242bea82-8880-11ed-91d4-db2fc0f67663/stripped_007e69c1df307822d117e31d6731e8b2.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG6465640839.mp3","size":107158256,"duration":"4464.93","uid":"BWG6465640839","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/242bea82-8880-11ed-91d4-db2fc0f67663/id3/90bec76e61231cd675cab4bc75b66438.mp3","id3FileProcessing":false,"id3FileSize":88635,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E183_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2022-12-31T11:02:11.276Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/2HdQ8uWpUrREVzNg7kE52z"},{"id":"919a712e-8673-11ed-aff2-b78efb23ac33","createdAt":"2022-12-28T05:50:43.932Z","updatedAt":"2023-11-08T14:22:56.600Z","title":"Brent Johnson: U.S Dollar's Role In The Fourth Turning","pubdate":"2022-12-28T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":182,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, we are joined by Brent Johnson CEO of Santiago Capital for a discussion on the macro forces that drove markets in 2022 and what to expect heading into 2023.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eThe story of 2022 was the U.S Dollar says Brent, long known for his \"Dollar milkshake theory\". With the Dollar surging all throughout 2022, Brent walks through the effect it had on other markets from bonds, equities and Gold. Warning of the bear market rallies of 2022, Brent remains cautious on risk assets heading into 2023 as the Fed continues tightening financial conditions.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eFinally, Brent shares his outlook for 2023 where he expects more volatility, uncertainty and geopolitical risk. Sharing his view through the lens of The Fourth Turning, Brent highlights the most important factors to pay attention to in 2023 and beyond, but to hear that, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Brent: https://twitter.com/SantiagoAuFund\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:16) The Macro Story of 2022\u003c/p\u003e\u003cp\u003e(03:55) The Fed Will Continue Raising Rates Into 2023\u003c/p\u003e\u003cp\u003e(06:33) Did The Fed Loose Credibility In 2022?\u003c/p\u003e\u003cp\u003e(11:08) Everybody's Looking At The Fed, What About Other Central Banks?\u003c/p\u003e\u003cp\u003e(16:01) What Is Happening With The BoJ?\u003c/p\u003e\u003cp\u003e(26:15) We Are In The Heart of Triffin's Dilemma\u003c/p\u003e\u003cp\u003e(32:29) The Fourth Turning\u003c/p\u003e\u003cp\u003e(40:50) Brent's Big Calls For 2023\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/919a712e-8673-11ed-aff2-b78efb23ac33/stripped_4fa4eba0c4dea44c4f8a9cf421f1f96b.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG7038008410.mp3","size":66440463,"duration":"2768.35","uid":"BWG7038008410","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/919a712e-8673-11ed-aff2-b78efb23ac33/id3/a689f1914119a3c544a50be1e3a73c96.mp3","id3FileProcessing":false,"id3FileSize":83007,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E182_Brent Johnson_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2022-12-28T12:10:16.982Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/4kEll7d6sSDfsHsJlVTrCB"},{"id":"c518963c-8314-11ed-b2bb-1bbae5f7bdee","createdAt":"2022-12-23T22:54:34.665Z","updatedAt":"2023-11-08T14:17:00.292Z","title":"Crypto in 2023: Predictions Episode | Weekly Round Up","pubdate":"2022-12-24T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":null,"episodeNumber":181,"subtitle":"","summary":"\u003cp\u003eIn today’s episode of On The Margin, we bring on Jason and Santi from Empire to discuss our 2023 crypto thesis. We debate predictions on the Wallet Wars, ETH vs Bitcoin, the rise of insurance, app-specific vertical integration, the adoption of CBDCs, Coinbase vs DEXs, MEV as a business model and more!\u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(02:30) Crypto’s 2022 Wrapped\u003c/p\u003e\u003cp\u003e(12:18) The Bottom is in for Crypto, not for Equities\u003c/p\u003e\u003cp\u003e(19:46) Kings of Spot \u0026amp; NFT Trading Will Lose Market Share\u003c/p\u003e\u003cp\u003e(22:50) Stablecoins, DeFi’s Resurgence and Permissioned Protocols\u003c/p\u003e\u003cp\u003e(28:10) Regulators are Coming, and the CBDC debate\u003c/p\u003e\u003cp\u003e(33:31) MEV will be the Business Model for DeFi \u0026amp; Exchanges\u003c/p\u003e\u003cp\u003e(42:13) No Industry Takes Off Without Insurance\u003c/p\u003e\u003cp\u003e(48:57) A Market Bottom \u0026amp; the Value of Memes\u003c/p\u003e\u003cp\u003e(52:44) Curve ad\u003c/p\u003e\u003cp\u003e(54:00) ETH vs Bitcoin (spicy)\u003c/p\u003e\u003cp\u003e(1:05:13) Miner Capitulation, Wallet Wars \u0026amp; Gaming\u003c/p\u003e\u003cp\u003e(1:12:54) Vertical Integration, Privacy and Payments\u003c/p\u003e\u003cp\u003e(1:19:13) The Rise of Professional Guilds\u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eFollow Mark: https://twitter.com/MarkYusko\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow Santi: https://twitter.com/santiagoroel\u003c/p\u003e\u003cp\u003eFollow Jason: https://twitter.com/JasonYanowitz\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eEmpire links:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eSubscribe on YouTube: https://tinyurl.com/4fdhhb2j\u003c/p\u003e\u003cp\u003eSubscribe on Apple: https://tinyurl.com/mv4frfv7\u003c/p\u003e\u003cp\u003eSubscribe on Spotify: https://tinyurl.com/wbaypprw\u003c/p\u003e\u003cp\u003eFollow Empire: https://twitter.com/theempirepod\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eOn The Margin links:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eSubscribe on YouTube: https://bit.ly/3YGtdml\u003c/p\u003e\u003cp\u003eSubscribe on Apple: https://bit.ly/3BUZXhK\u003c/p\u003e\u003cp\u003eSubscribe on Spotify: https://bit.ly/3hHY1m4\u003c/p\u003e\u003cp\u003eFollow OTM: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e- -\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/c518963c-8314-11ed-b2bb-1bbae5f7bdee/stripped_72eef561901292bc3d294b076fb438df.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG2637734748.mp3","size":122825455,"duration":"5117.73","uid":"BWG2637734748","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/c518963c-8314-11ed-b2bb-1bbae5f7bdee/id3/c83ad3c26ec19fc1b15150d3600b4d16.mp3","id3FileProcessing":false,"id3FileSize":83403,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_EP181_Crypto in 2023 Predictions Episode.mp3","expectedAdhash":"","audioFileUpdatedAt":"2022-12-25T16:10:45.371Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5VDIN7qiajQsvozMFFh441"},{"id":"9739d174-80ce-11ed-b5cd-bfb5f8ff3c3d","createdAt":"2022-12-21T01:27:10.594Z","updatedAt":"2023-11-08T14:22:56.227Z","title":"2022: The Year In Review | Byron Gilliam","pubdate":"2022-12-21T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":180,"subtitle":"","summary":"\u003cp\u003eOn today's episode of On the Margin, we are joined by Byron Gilliam, Blockworks' very own Newsletter writer for a discussion on top market events in 2022, and what to expect going into 2023.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe begin by discussing the current bear market in equities and bonds where Byron highlights \"this bear market is not that bad\" compared to previous bear markets. With his experience as an equites trader, Byron shares his thoughts on the typical 60/40, what equities look reasonably priced after the corrections seen in 2022 and how inflation influenced the investing environment over the year.\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eWe then reflect on the crypto markets in 2022 and some of the CeFi deleveraging. Is this positive long term for the space, or could this hinder investor interest in the industry. To hear all this and more, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow Byron: https://twitter.com/bgilliam1982\u003c/p\u003e\u003cp\u003eFollow Mike: https://twitter.com/MikeIppolito_\u003c/p\u003e\u003cp\u003eFollow On The Margin: https://twitter.com/OnTheMarginPod\u003c/p\u003e\u003cp\u003eFollow Blockworks: https://twitter.com/blockworks_\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003eGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eReferenced In The Show:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003ehttps://blockworks.co/newsletter/\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eTimestamps:\u003c/p\u003e\u003cp\u003e\u003cbr\u003e\u003c/p\u003e\u003cp\u003e(00:00) Introduction\u003c/p\u003e\u003cp\u003e(01:06) This Bear Market Is Not That Bad\u003c/p\u003e\u003cp\u003e(03:07) Is 60/40 Dead?\u003c/p\u003e\u003cp\u003e(04:56) Is Inflation Secular, Or Will Transitory Be Proven Right?\u003c/p\u003e\u003cp\u003e(07:37) Are Earnings The Next Shoe To Drop?\u003c/p\u003e\u003cp\u003e(09:55) The Importance of Liquidity In 2022\u003c/p\u003e\u003cp\u003e(12:24) In Defense of Arthur Burns\u003c/p\u003e\u003cp\u003e(21:29) Could Market's Be Flat For A Decade?\u003c/p\u003e\u003cp\u003e(26:32) Reflecting On Crypto In 2022\u003c/p\u003e\u003cp\u003e(29:12) Crypto Will Be Great For Users, But Not For Investors\u003c/p\u003e\u003cp\u003e(35:38) Does Crypto Really Need A New Bull Market?\u003c/p\u003e\u003cp\u003e(38:04) Will CeFi Contagion Help Spur DeFi Growth?\u003c/p\u003e\u003cp\u003e(43:38) Has Elon Musk Bitten of More Than He Can Chew With Twitter?\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9739d174-80ce-11ed-b5cd-bfb5f8ff3c3d/stripped_175d5ef7ad0df790a3fec68f7cc74343.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG9631490765.mp3","size":68183353,"duration":"2840.97","uid":"BWG9631490765","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/9739d174-80ce-11ed-b5cd-bfb5f8ff3c3d/id3/aba41273d2f335c47a0743ec5eac94cb.mp3","id3FileProcessing":false,"id3FileSize":83517,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E180_Byron_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2022-12-21T13:45:11.744Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/1FxuB6ScqQMpk2Z0X0R5pL"},{"id":"4dc7bbd6-7dc3-11ed-a283-d3527dda9a42","createdAt":"2022-12-17T04:28:49.416Z","updatedAt":"2023-11-08T14:22:54.409Z","title":"The Three Risks Still Left for Crypto | Weekly Round Up","pubdate":"2022-12-17T12:00:00.000Z","link":null,"author":"Blockworks","imageFile":null,"explicit":null,"episodeType":"full","seasonNumber":1,"episodeNumber":179,"subtitle":"","summary":"\u003cp\u003eThis week, Mark \u0026amp; Mike discuss the continued FTX fallout as SBF was taken into custody in the Bahamas on Monday. The collapse of FTX left some investors fleeing from exchanges, particularly Binance, but when compared to previous withdrawal days, there was nothing out of the ordinary. We then go on to discuss Genesis and Tether as more potential risks crypto could face, but to hear that, you'll have to tune in!\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eFollow On The Margin: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbG1pU1N5bDRGX0FDd1paSXFMUDNIdV84ci1qZ3xBQ3Jtc0tsRE5KOVAzM3U3QTVCVFVYdnlnNlZkMkkxbXZRUGh0SkRXcm1tbXRNcnpLU1JDczRfdWN2UDlHcGpXbW1Lb2xEbks3QUFRc3B2SWxjOEo2STNCdlZCYkYzbFVOLTI1NE1lX1BsYU1WejdwMWxOUlZSMA\u0026amp;q=https%3A%2F%2Ftwitter.com%2FOnTheMarginPod\u0026amp;v=P_CIj7GNn20\"\u003ehttps://twitter.com/OnTheMarginPod\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mark: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbmF1NWxqUGVCUnA3Uzd5aEQwVVAwOUppV0tSUXxBQ3Jtc0trYkhhNlRPSWZrMFNCQlpOQWdBN3dxSTdBc3NjRGp3MVcxaDRSMmJDb2hlT0MtUzRvZzV1UEx5VHE5M3Bla1oyMlFkTUNvZFRkQ0puOS1faVNKcURoN1lWdUtNeVlrSHZfUjNkZFJ1UEtEVHhLXzBjbw\u0026amp;q=https%3A%2F%2Ftwitter.com%2FMarkYusko\u0026amp;v=P_CIj7GNn20\"\u003ehttps://twitter.com/MarkYusko\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Mike: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqa090dmNfaE04YzhnbTdpQmxpZ2hFTE9HM3VUd3xBQ3Jtc0ttclVtUVRUMGYzWV9MVUFDc3JodGF5ejlPRHBBZ3h1RU9ad0wxM1p3Y1RVOElXS29FN002MEJBanZKS2E5S1BCcS1GdE5tTjdBTUl5ZWhlSTd5YW5pb2xkUld3N2FMeUdqMXozOWwxRDZzNXhqVEpzNA\u0026amp;q=https%3A%2F%2Ftwitter.com%2FMikeIppolito_\u0026amp;v=P_CIj7GNn20\"\u003ehttps://twitter.com/MikeIppolito_\u003c/a\u003e\u003c/p\u003e\u003cp\u003eFollow Blockworks: \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbjBISEw3N2dnbUxQTXEwbThLN3ZPaDZyVkMtUXxBQ3Jtc0trZEtEUjl4RXM5OTl1cllFSG13czVIRU5KRGhIS3FvUkhyZy1KZkVQaGR0YVNES20zSUpRRGFPN0NveFgxS19WaHZmR0NtSFN0bElleWU4Z01zdlk3ejU1WjdzY2d0djU1M09malJ0S094WGpLZEgwRQ\u0026amp;q=https%3A%2F%2Ftwitter.com%2Fblockworks_\u0026amp;v=P_CIj7GNn20\"\u003ehttps://twitter.com/blockworks_\u003c/a\u003e\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eThis episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through \u003ca href=\"https://www.youtube.com/redirect?event=video_description\u0026amp;redir_token=QUFFLUhqbmgzSHU1UHpJN3RWdmx5TXdiRUdLR3dJbXN6Z3xBQ3Jtc0tsUVBpUUlXZlRnRDVUZUtsRHR4WWNzTF80UkpjemJ6UUx5c1U5aGh3OHdwWDV3VVlOU3dmUl83QlBGRHdOUmN3d2tfYlhJQ0NNOEIteUp0SHF0dDdoTmlMZW1DVk13Y3c1QzZsUUVxRWY2QnFTX2c1Yw\u0026amp;q=https%3A%2F%2Flink.curve.com%2Fblockworks_on_the_margin\u0026amp;v=P_CIj7GNn20\"\u003ehttps://link.curve.com/blockworks_on_...\u003c/a\u003e , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.\u003c/p\u003e\u003cp\u003e--\u003c/p\u003e\u003cp\u003eDisclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research \u0026amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.\u003c/p\u003e","audioFile":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4dc7bbd6-7dc3-11ed-a283-d3527dda9a42/stripped_cdf558b806808b49b98469dc9e01393b.mp3","downloadUrl":"https://traffic.megaphone.fm/BWG8067681175.mp3","size":99554742,"duration":"4148.11","uid":"BWG8067681175","originalUrl":null,"bitrate":192,"samplerate":44100,"channelMode":"stereo","vbr":false,"audioFileProcessing":false,"podcastId":"701a8bb0-75e0-11eb-b1ed-cb043298ccf9","preCount":null,"postCount":null,"insertionPoints":[],"preOffset":null,"postOffset":null,"id3File":"https://static.megaphone.fm/podcasts/701a8bb0-75e0-11eb-b1ed-cb043298ccf9/episodes/4dc7bbd6-7dc3-11ed-a283-d3527dda9a42/id3/7cb15704ce2607c826a7135b270af029.mp3","id3FileProcessing":false,"id3FileSize":85261,"parentId":null,"guid":null,"pubdateTimezone":"America/New_York","originalFilename":"OTM_S01E179_Round Up_audio.mp3","expectedAdhash":"","audioFileUpdatedAt":"2022-12-17T10:26:56.520Z","draft":false,"externalId":null,"cleanTitle":"","customFields":null,"podcastTitle":"On The Margin","networkId":"104de192-0570-11e9-af98-f39c567501b8","podcastAuthor":"Blockworks","podcastItunesCategories":["Business","Business News"],"advertisingTags":[],"mainFeed":true,"adFree":false,"audioFileStatus":"success","status":"published","cuepoints":[],"spotifyIdentifier":"https://open.spotify.com/episode/5jNYaP6GVOXRMdI9sAXo0J"}],"meta":{"title":"On The Margin Podcast","description":"The worlds of macro finance and crypto are continuing to draw closer together. 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