Podcast Episodes

Bear Market Bingo: Elon Sells his Bitcoin | Weekly Roundup

Season 1 Episode 137

In this week's episode, we discuss everyone's favorite subject: the bear market. I got Mark's take on the current bear, how it compares to previous bear markets in crypto, and what we should expect o…

Published on 3 years, 4 months ago

The End Of "Peak Liquidity" | Mr. Blonde

Season 1 Episode 136

On today's episode of "On the Margin", Anonymous analyst Mr Blonde joins the show for a discussion on the cyclical forces driving markets in 2022.

We discuss the increasing recession signals and how t…

Published on 3 years, 4 months ago

Stocks Remain Expensive Despite Rising Rates | Weekly Roundup

Season 1 Episode 135

In this week's episode, Mark and I kick things off discussing the Bitcoin market. Could crypto winter be passing and signs of crypto spring be starting to emerge? 

We then move on to discuss the histo…

Published on 3 years, 5 months ago

U.S Dollar Wrecking Ball Is Causing Liquidity Stress | Lyn Alden

Season 1 Episode 134

On today's episode of "On the Margin", Lyn Alden of Lyn Alden Investment Strategy joins the show. Lyn begins by explaining the energy shock she spotted in 2021 walking through her most recent piece "…

Published on 3 years, 5 months ago

Straining Markets Lead To Political Turmoil | Weekly Roundup

Season 1 Episode 133

In this week's episode, Mark and I kick things off discussing the recent volatility in crypto markets. We then move on to discussing the bailouts in crypto by SBF and the comparisons between CeFi vs …

Published on 3 years, 5 months ago

Which Assets Win When Inflation Hits? | Jim Bianco

Season 1 Episode 132

On today's episode of "On the Margin," Jim Bianco of Bianco Research joins the show for a discussion on inflation. Arguing that we are "entering an era of persistent inflation", Jim walks through the…

Published on 3 years, 5 months ago

The Winds Of Recession Are Blowing | Weekly Roundup

Season 1 Episode 131

With Mark out, we have special guest filling in, Blockworks’ own Jack Farley, macro researcher and host of the Forward Guidance podcast. Jack explains how three recent events have made him think that…

Published on 3 years, 5 months ago

Crypto Contagion Spreads, DeFi Offers an Answer | Sid Powell

Season 1 Episode 130

On today’s episode of “On the Margin” Sid Powell Co Founder of Maple Finance joins the show to discuss the recent credit contagion taking place in crypto. 

With liquidity drying up in crypto & markets…

Published on 3 years, 5 months ago

Crypto Is Facing Bank Runs | Weekly Roundup

Season 1 Episode 129

In this week's episode, Mark and I kick things off with the current state of crypto markets. We next move into the economy, what the Fed is doing, and increasing economic indicators that we are headi…

Published on 3 years, 5 months ago

Inflation Is The Fed's Greatest Fear | Liz Young

Season 1 Episode 128

SoFi’s Liz Young joins us on today’s episode of “On the Margin” for a post-FOMC rundown. When the Fed abandoned its anticipated 50 bp increase in favor of a 75 bp rate hike on the back of the Departm…

Published on 3 years, 5 months ago