Podcast Episodes

Markets Look Past Silicon Valley Bank's Collapse | Weston Nakamura

Season 1 Episode 204

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On today's episode of On …

Published on 2 years, 9 months ago

Governor Kuroda: The Decade’s Most Consequential Central Banker

This 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!

Follow Market Depth On S…

Published on 2 years, 9 months ago

The Largest Bank Failure Since 2008 | Weekly Round Up

Season 1 Episode 203

This week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's ass…

Published on 2 years, 9 months ago

The China Reopening: A Tale of Two Stories | Shehzad Qazi

Season 1 Episode 202

On 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.

As China has announ…

Published on 2 years, 9 months ago

Breaking Down Warren Buffett's 2023 Shareholder Letter | Yun Li

Season 1 Episode 201

This 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.

As Berkshire Hathaway…

Published on 2 years, 9 months ago

Powell's Job Isn't Done Yet | Cameron Dawson

Season 1 Episode 200

On 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 market…

Published on 2 years, 9 months ago

Coinbase Launches Their Own Layer-2 | Weekly Round Up

Season 1 Episode 199

This week, Mike & 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 r…

Published on 2 years, 9 months ago

Inflation's Role In The Fourth Turning | Vincent Deluard

Season 1 Episode 198

On 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.

Being early to the inflation call, Vincent wal…

Published on 2 years, 9 months ago

The Inflation Debate Rages On | Weekly Round Up

Season 1 Episode 197

This week, Mike & 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?

As "ani…

Published on 2 years, 9 months ago

Will The Fed Get Their Soft Landing? | Warren Pies

Season 1 Episode 196

On 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.

Focusing on the housing market, Warr…

Published on 2 years, 10 months ago