Podcast Episodes
Back to SearchReturn Of The Bull Market? | Weekly Round Up
Season 1 Episode 232
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This week, J…
Published on 2 years, 5 months ago
The Fed Won't Come To The Rescue Anytime Soon | George Goncalves
Season 1 Episode 231
On todays episode of On The Margin George Goncalves MUFG's Head Of Macro Strategy joins the show for a discussion on the outlook for H2 2023.
Reflecting on the Fed's quest to fight inflation amidst t…
Published on 2 years, 5 months ago
Is Global Liquidity Beginning To Resurge? | Weekly Round Up
This week, Mike & Mark discuss the busy news week beginning with the Fed's decision to pause rate hikes, leading many to believe this could be the end of the hiking cycle despite Powell's comments th…
Published on 2 years, 6 months ago
Did The Federal Reserve Just Back Down? | Joseph Wang
On today's episode of On The Margin we invite Joseph Wang CIO at Monetary Macro for a discussion on Powell's press conference post FOMC. With Tuesday's CPI report coming in-line with expectations, th…
Published on 2 years, 6 months ago
Gensler Cracks Down On Coinbase & Binance, What Next? | Weekly Round Up
Season 1 Episode 228
This week, Mike & Mark discuss the SEC lawsuits against Coinbase & Binance, what this means for exchanges & the U.S crypto industry going forward. We break down the nuances between the two different …
Published on 2 years, 6 months ago
Markets Are Signalling A Recession Is Imminent | Eric Basmajian
Season 1 Episode 227
On today's episode of On The Margin, Eric Basmajian Founder of EPB Research joins the show for a discussion on the business cycle slowdown that suggests a "recession is imminent". With Eric's researc…
Published on 2 years, 6 months ago
The Effects Of Fed Tightening Are Emerging | Weekly Round Up
Season 1 Episode 226
This week, Mike & Mark discuss the emerging effects of the Fed's tightening, before diving into the current state of markets. With big tech carrying the index higher, Mark breaks down the current mar…
Published on 2 years, 6 months ago
Bitcoin's Solution To "The Inflation Paradox" | Jeff Booth
Season 1 Episode 225
On todays episode of On The Margin Jeff booth Entrepreneur, Author of The Price of Tomorrow & General Partner at Ego Death Capital joins the show for a discussion on the exponential growth of A.I.
Wi…
Published on 2 years, 6 months ago
What's The Global Liquidity Picture Signaling | Weekly Round Up
Season 1 Episode 224
This week, Mike & 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 & other A.I related equiti…
Published on 2 years, 6 months ago
U.S Dollar & Energy's Role In The "Debt Death Spiral" End Game | Luke Gromen
Season 1 Episode 223
On today's episode of On The Margin, Luke Gromen Founder & President of Forest for the Trees (FFTT) joins the show for a discussion on the end game for the Fed.
After highlighting many of the structur…
Published on 2 years, 6 months ago