Podcast Episodes

Progressing Through The Credit Tightening Cycle | Julian Brigden

Season 1 Episode 213

On today's episode of On The Margin, Julian Brigden Co-founder of Macro Intelligence 2 Partners joins the show to discuss the process of tightening credit in the banking system and what it will mean …

Published on 2 years, 7 months ago

The "Wave Of Global Liquidity" Driving Markets Higher | Weekly Round Up

Season 1 Episode 212

This week, Mike & Mark discuss the "global wave of liquidity" that has hit markets in recent months. Mark states that China, Japan & the U.S have all contributed to the positive liquidity backdrop wh…

Published on 2 years, 8 months ago

The Fed Hikes Until Something Breaks, Something Broke | Jim Bianco

Season 1 Episode 211

On 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 cu…

Published on 2 years, 8 months ago

Markets Are Trapped In A "Liquidity Limbo" | Jurrien Timmer

Season 1 Episode 210

To view the charts discussed in today's episode, head over to our YouTube here: https://youtu.be/d04D0_WjqEg

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On today's episode of On The Margin, Jurrien Timmer Director of Global Macro at Fidelity …

Published on 2 years, 8 months ago

A Liquidity Masterclass: Preparing For A Credit Cycle Downturn | Darius Dale

Season 1 Episode 210

On today's episode of On The Margin, we welcome Darius Dale Founder & CEO of 42 Macro back to the show to discuss the recent liquidity measures in response to the banking turmoil over the past few we…

Published on 2 years, 8 months ago

The Next Stage Of The Banking Crisis, Commercial Real Estate

Season 1 Episode 213

On 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 commerci…

Published on 2 years, 8 months ago

Will Bank Turmoil Cause The Fed Pivot? | Weekly Round Up

Season 1 Episode 208

After another week of continued turmoil across the banking sector, Mike and Mark discuss the "crisis of confidence" that is spreading across the banking system. With Deutsche Bank coming into the spo…

Published on 2 years, 8 months ago

Can The Fed Keep Raising Rates Amidst A Banking Crisis? | Michael Howell

Season 1 Episode 207

On 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 bon…

Published on 2 years, 8 months ago

Bank's Face A Crisis Of Confidence | Weekly Round Up

Season 1 Episode 206

After 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, r…

Published on 2 years, 8 months ago

The Collapse of SVB, Silvergate & Signature Bank | Caitlin Long and Nic Carter

Season 1 Episode 205

On today's episode of On the Margin, Caitlin Long Founder & CEO at Custodia Bank & Nic Carter Founding Partner at Castle Island Ventures join the show to discuss the recent banking turmoil with the c…

Published on 2 years, 8 months ago