Podcast Episodes

Inflation Has Put The Fed In Handcuffs | Peter Boockvar

Season 1 Episode 117

On today’s episode of “On the Margin,” Peter Boockvar, chief investment officer at Bleakley Advisory Group, joins the show to discuss the Fed’s dilemma. With markets selling off in reaction to one of…

Published on 3 years, 7 months ago

Markets Puke - Is Recession Imminent? | Weekly Roundup

Season 1 Episode 116

In this episode, Mark and I are focused on answering one question: what is going on with markets?

We kick things off with a quick summary of the equity and bond markets, both of which are having some …

Published on 3 years, 7 months ago

US Dollar "Wrecking Ball" Will Fracture The Global Economy | Michael Nicoletos

Season 1 Episode 115

On today’s episode of “On the Margin,” founder and managing director of DeFi Advisors Michael Nicoletos shares the macro forces driving the dollar higher. As risk mounts, recession warnings loom, and…

Published on 3 years, 7 months ago

What Was Bill Hwang Thinking? | Weekly Roundup

Season 1 Episode 114

In this episode, Mark and I started off with an old topic that is just resurfacing: the criminal charges being levied against ex-Tiger Cub Bill Hwang.

Next we moved onto the slowing growth in GDP, pre…

Published on 3 years, 7 months ago

Is The Bull Market Over? | Darius Dale

Season 1 Episode 113

On today’s episode of “On the Margin,” 42 Macro founder and CEO Darius Dale gives listeners the details on his four horsemen of market risk signals and what they tell us about potential hazards brewi…

Published on 3 years, 7 months ago

Bill Ackman Loses $430 Million on Netflix | On The Margin

Season 1 Episode 112

In this episode, Mark and I kick things off with Netflix's earnings. After posting their first ever subscriber loss, the stock tumbled nearly 40% costing recent investor Bill Ackman $430 Million in j…

Published on 3 years, 7 months ago

The Rise & Fall of Crypto Culture | Konstantin Richter

Season 1 Episode 111

On today's episode of On The Margin, Mike Ippolito is joined by Blockdaemon CEO & Founder Konstantin Richter to discuss the rise & fall of crypto culture. When sentiment shifts in crypto markets, fou…

Published on 3 years, 7 months ago

Jerome's Dilemma: Inflation vs Recession | On The Margin

Season 1 Episode 110

In this week's episode, we started off with a recap of Bitcoin Miami from Mark. Next we launched into March's record breaking CPI print, and where Mark sees inflation heading from here.

Next we moved …

Published on 3 years, 8 months ago

Fed Turns Hawkish On Inflation Fears | Andreas Steno Larsen & Alfonso Peccatiello

Season 1 Episode 109

On today's episode of On The Margin Mike Ippolito is joined by Andreas Steno Larsen and Alfonso Peccatiello for a special announcement: Their new podcast “The Macro Trading Floor” will be launching S…

Published on 3 years, 8 months ago

Bonds Smell Risk, Will The Market React? | On The Margin

Season 1 Episode 108

In this episode I am joined by my colleagues and special guest hosts Jack Farley and Byron Gilliam. We went through a whole range of topics today, beginning with the bond market.

We gave everyone an u…

Published on 3 years, 8 months ago