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Doomberg & Ben Hunt: The Story Arc of SBF, FTX & Alameda


Season 1 Episode 176


On today's episode of "On the Margin", Ben Hunt Author of Epsilon Theory & Doomberg, everyones favorite green chicken join the show to discuss "The Story Arc of SBF, FTX & Alameda".


One month ago saw …


Published on 3 years ago

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Joseph Wang & Mark Yusko: Week In Review: SBF, Powell, and Jobs | Weekly Roundup


Season 1 Episode 175


This week, Mark & Mike are joined by special guest Joseph Wang for a deep dive on the top stories of the week. SBF spoke at the New York Times Dealbook summit so we share our thoughts on that intervi…


Published on 3 years ago

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Erik Voorhees Breaks Down SBF's Dealbook Speech


Season 1 Episode 174


Recorded November 30th


This conversation is from a Twitter spaces with Erik Voorhees moments after SBF gave his interview with Andrew Ross Sorkin at the New York Times DealBook summit.


Listen On Spotif…


Published on 3 years ago

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Bob Elliott: Entering A Seismic Shift In Private Markets


Season 1 Episode 173


On today's episode of "On the Margin", Bob Elliott CIO of Unlimited Funds joins the show to discuss everything happening in markets right now. Prior to founding Unlimited, Bob was a Senior Investment…


Published on 3 years ago

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Trouble Brewing with Sovereign Debt | Weekly Round Up


Season 1 Episode 172


Michael and Mark take a break today for the Thanksgiving holiday, and welcome Jack Farley from Forward Guidance onto the podcast for a special cross-over episode. This episode from Forward Guidance i…


Published on 3 years ago

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Grant Williams & Pippa Malmgren: The End of Magical Thinking, When Narratives Fail


Season 1 Episode 171


On today's episode of "On the Margin", Grant Williams & Pippa Malmgren join the show for a discussion of "the end of magical thinking".


"The end of magical thinking", a term phrased by Grant to descri…


Published on 3 years ago

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The FTX Collapse Spreads To Genesis | Weekly Round Up



This week, Mark & Mike discuss the continued fallout of FTX. Genesis, the crypto prime broker, ran into liquidity issues during the week causing many yield providing platforms to reduce their yields …


Published on 3 years ago

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Juliette Declercq: The Fed Will Get Their Soft Landing


Season 1 Episode 169


On today's episode of "On the Margin", Juliette Declercq Founder of JDI Research joins the show for a discussion on the Fed tightening cycle.


Contrary to many analysts, Juliette expects a soft landing…


Published on 3 years, 1 month ago

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Jim Bianco & Mark Yusko: The Inside Story Behind FTX's Fall | Weekly Round Up


Season 1 Episode 168


This week, Mark & Mike are joined by Jim Bianco of Bianco Research to discuss the fallout of FTX. Mike, Mark & Jim discuss the series of events leading up to the bankruptcy of FTX and how the events …


Published on 3 years, 1 month ago

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Jordi Alexander & Justin Bons: Bitcoin Debate: Does Bitcoin Have Utility?


Season 1 Episode 167


On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital & Justin Bons Founder & CIO of Cyber Capital for a Bitcoin debate.


Having opposing views on the long term sustainability of…


Published on 3 years, 1 month ago





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