Podcast Episodes

Powell Remains Hawkish, "Premature To Think About Pausing" | Weekly Round Up

Season 1 Episode 166

This week, Mark & Mike discuss the Fed rate hike decision of 75bp. As markets interpreted the announcement as dovish and a catalyst for a small rally in risk assets, Powell's press conference walked …

Published on 3 years, 1 month ago

Darius Dale: Progressing Through The Fed Tightening Cycle

Season 1 Episode 165

On today's episode of "On the Margin", Darius Dale CEO of 42 Macro joins the show for a discussion on the Fed's tightening cycle.

By tracking the effects of liquidity on financial markets, Darius shar…

Published on 3 years, 1 month ago

Big Tech Wreck As Earnings Disappoint | Weekly Round Up

Season 1 Episode 164

This week, Mark & Mike discuss the sell-off in big tech as earnings and guidance disappoint. With Meta & Amazon down over 20% in after hours just what is big tech signalling to the rest of the market…

Published on 3 years, 1 month ago

Leland Miller: Xi Jinping Signals A New Era For China

Season 1 Episode 163

On today's episode of "On the Margin", Leland Miller CEO of China Beige Book joins the show for a discussion on China after their 20th party congress.

Markets plunged on Monday after Xi Jinping clearl…

Published on 3 years, 1 month ago

Bitcoin Searches For A Bottom...And A New Narrative | Weekly Round Up

Season 1 Episode 162

This week, Mark & Mike discuss everything happening in the crypto markets. As Bitcoin holds steady bouncing around $20,000, should investors expect "crypto spring", or not? Mark shares his insights i…

Published on 3 years, 1 month ago

Eric Basmajian: An Update On The Four Stages of An Economic Slowdown

Season 1 Episode 161

On today's episode of "On the Margin", Eric Basmajian Founder of EPB Macro Research joins the show for an update on his "Four Stages of An Economic Slowdown" episode of On The Margin released in Apri…

Published on 3 years, 1 month ago

It’s Not Just Inflation, The Fed’s Lost Control | Round Up

Season 1 Episode 160

The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.

Has the Fed lost control? …

Published on 3 years, 2 months ago

Earnings Season Will Be Very Bad | Weekly Round Up

Season 1 Episode 159

As Mike is away on holiday, Blockworks' very own Jack Farley, host of Forward Guidance, steps in for a discussion on the top stories of the week.

On the back of a labor market report, Jack and Mark br…

Published on 3 years, 2 months ago

Julian Brigden: The End of Hyper-Financialization

Season 1 Episode 160

On today's episode of "On the Margin", Julian Brigden Co-founder of Macro Intelligence 2 Partners for a discussion on the hyper-financialization of the U.S economy, and how that trend may now be in r…

Published on 3 years, 2 months ago

U.S Dollar Is Starting To Break Things | Mike McGlone

Season 1 Episode 157

Recorded on Monday 26th: Before the BoE's Gilt announcement

On today's episode of "On the Margin", Mike McGlone Senior Commodity Strategist at Bloomberg joins the the show for a wide ranging discussio…

Published on 3 years, 2 months ago