Podcast Episodes

The Fed is Crushing the Economy | Weekly Roundup

Season 1 Episode 127

In this episode, Mark, Dan Tapiero and I discuss the latest FOMC meeting, the 75 basis point raise and the carnage rippling through the markets.

Inflation is at record highs but are the FED’s rate hik…

Published on 3 years, 5 months ago

Fed “Taking The Punch Bowl Away” Triggers Market Sell-Off | Jurrien Timmer

Season 1 Episode 126

On today’s episode of “On the Margin,” Director of Global Macro at Fidelity Jurrien Timmer joins the show. As markets were in turmoil on Monday after a surging 8.6% inflation print on Friday, Jurrien…

Published on 3 years, 6 months ago

Cracks Form In Consumer Credit | Weekly Roundup

Season 1 Episode 125

In this episode, Mark and I tackle the growing bubble in consumer credit. We take a look at the personal savings rate and compared it to the sudden staggering increase in revolving credit.

We discusse…

Published on 3 years, 6 months ago

“A lot More Pain To Come” For Risk Assets | Joseph Wang

Season 1 Episode 124

On today’s episode of “On the Margin,” former senior Federal Reserve trader Joseph Wang joins the show for a discussion on quantitative tightening. Citing Joseph's most recent piece "Turbo Tightening…

Published on 3 years, 6 months ago

Layoffs Are Just Getting Started | Weekly Roundup

Season 1 Episode 123

Charts Discussed In Today's Episode: https://bit.ly/3Q4P4zA

In this week's episode, Mike and Mark get into a subject that is near and dear to everyone's heart: layoffs. The episode begins by getting i…

Published on 3 years, 6 months ago

It's “Game Over” For Inflation, The Risk Is Recession | David Rosenberg

Season 1 Episode 122

On today’s episode of “On the Margin,” David Rosenberg joins the show to discuss the mounting risk of recession.

Investors are battling with the highest inflation the US has seen in 40 years. PMIs are…

Published on 3 years, 6 months ago

The Great Narrative Unwind | Weekly Roundup

Season 1 Episode 121

The On The Margin weekly round up returns! After a busy week in Palm Beach for the Blockworks event Permissionless, your favourite weekly round up is back to discuss the biggest stories in markets.

Mi…

Published on 3 years, 6 months ago

Crypto Bear Market: How Bad Can it Get? with Ben Cowen | On The Margin

Season 1 Episode 120

On today’s episode of “On the Margin,” Ben Cowen, CEO of Into The Cryptoverse joins the show to discuss the crypto winter and bear market many investors are experiencing.

As sentiment shifts, Bitcoin …

Published on 3 years, 6 months ago

Fed Wants To Crash The Stock Market | Steven Van Metre

Season 1 Episode 119

On today’s episode of “On the Margin,” Steve Van Metre joins the show to discuss Fed chair Powell's plan to crash the stock market in 2022.

With soaring inflation, the Fed embarks on its plan to tight…

Published on 3 years, 6 months ago

UST Break Ushers in a New Crypto Bear Market | On The Margin

Season 1 Episode 118

In this week's episode, Mark and I focus primarily on one story: the depegging of UST and evaporation of Luna.

We cover a brief overview of UST, what the algorithmic model was that underpinned it, and…

Published on 3 years, 7 months ago