Podcast Episodes

The SEC Cracks Down On Crypto | Weekly Round Up

Season 1 Episode 195

This week, Mike & Mark discuss the SEC crackdown on crypto as Kraken settles for a $30 million fine and agrees to stop it's staking operation.

Mark states "first they ignore you, then they laugh at y…

Published on 2 years, 10 months ago

Interest Rates Will Remain Higher For Longer In 2023 | Peter Boockvar

Season 1 Episode 194

On 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 e…

Published on 2 years, 10 months ago

Markets Rally As The Liquidity Cycle Trends Up | Weekly Round Up

Season 1 Episode 193

This week, Mike & Mark discuss the week of central bank rate hikes and press conferences. With the Fed, BoE & ECB continuing to raise interest rates, markets attempted to price in an eventual pause i…

Published on 2 years, 10 months ago

"It's 2021 All Over Again" | Jim Bianco

Season 1 Episode 192

On 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…

Published on 2 years, 10 months ago

Can GDP & Earnings Hold On? | Weekly Roundup

Season 1 Episode 191

This 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 holdin…

Published on 2 years, 10 months ago

Bitcoin’s Place in the 2023 Macro Cycle | Charles Edwards

Season 1 Episode 190

On 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 di…

Published on 2 years, 10 months ago

All Eyes On Inflation: "A Pause Is Not A Pivot" | Weekly Round Up

Season 1 Episode 188

This week, Mike & 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 20…

Published on 2 years, 10 months ago

U.S Dollar's Role In The Great Power Competition | Michael Kao

Season 1 Episode 188

On 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.

Michael outlines his thesis for an upcoming paper on the …

Published on 2 years, 10 months ago

Turns Out... Inflation Was Transitory | Weekly Round Up

Season 1 Episode 187

This 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 thr…

Published on 2 years, 11 months ago

Will Clemente & Dylan LeClair | Bitcoin & Macro: 2023 Outlook & 2022 Year In Review

Season 1 Episode 186

On 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 expec…

Published on 2 years, 11 months ago