Podcast Episodes

The Debt Ceiling Looms, What Next? | Weekly Round Up

Season 1 Episode 222

This week, Mike & Mark discuss the outlook for markets at a moment of uncertainty for both bulls & bears. With the U.S debt ceiling looming, consensus still expecting a recession & the market beginni…

Published on 2 years, 6 months ago

A Recession Is Unavoidable | Mike McGlone

Season 1 Episode 221

On 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…

Published on 2 years, 7 months ago

Have Rising Interest Rates Been Felt Yet? | Weekly Round Up

Season 1 Episode 220

This week Mike & 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 inf…

Published on 2 years, 7 months ago

Meme Mania: Why You Should Pay Attention | 1000x

SPECIAL 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 tra…

Published on 2 years, 7 months ago

Where Are We In The Macro Cycle? | Bob Elliott & Cameron Dawson

Season 1 Episode 219

On today's episode of On The Margin, Bob Elliott Co-Founder & CIO at Unlimited Funds & Cameron Dawson CIO at NewEdge Wealth join the show for a discussion on where are we in the current macro cycle.

O…

Published on 2 years, 7 months ago

The Collapse Of First Republic Bank, What Happens Next? | Weekly Round Up

Season 1 Episode 218

This week Mike & 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…

Published on 2 years, 7 months ago

The Bull Market In Hard Assets | Jan Van Eck

Season 1 Episode 217

On today's episode of On The Margin, Jan Van Eck CEO of VanEck joins the show for a discussion on the "new paradigm" markets find themselves in and how this could be a catalyst for a bull market in h…

Published on 2 years, 7 months ago

The Banking Panic Isn't Over Yet | Weekly Round Up

This week, Mike & Mark discuss the continued banking panic after First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. We then discuss the recent price action in t…

Published on 2 years, 7 months ago

The Incoming Recession Is A 2023 Story | David Rosenberg

Season 1 Episode 215

On today's episode of On The Margin, David Rosenberg Founder and President of Rosenberg Research & Associates joins the show for a discussion on the mounting recessionary headwinds that signal toward…

Published on 2 years, 7 months ago

An Update On The "March Banking Panic" | Weekly Round Up

Season 1 Episode 214

This 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 …

Published on 2 years, 7 months ago