Podcast Episodes

The Four Stages of an Economic Slowdown | Eric Basmajian

Season 1 Episode 107

On today's episode of On The Margin, Mike Ippolito is joined by returning guest Eric Basmajian, founder of EPB Macro Research. After correctly identifying signs of decelerating growth months ahead of…

Published on 3 years, 8 months ago

The Yield Curve Inverted: What Now? | Weekly Roundup

Season 1 Episode 106

In todays On The Margin weekly roundup, Mark & I begin by discussing the 2yr 10yr yield curve inversion. Is the bond market signalling a recession on the horizon? What will this mean for other asset …

Published on 3 years, 8 months ago

Stocks Risk Crash Worse Than 2008 | Mike McGlone

Season 1 Episode 105

In this episode of On The Margin Mike Ippolito is joined by returning guest Mike McGlone, the Senior Commodity Strategist at Bloomberg Intelligence. With 20+ years in the industry as a Trader, Analys…

Published on 3 years, 8 months ago

The End of King Dollar | Weekly Round Up

Season 1 Episode 104

In this episode, Mark and I got deep into the biggest stories of the week. We covered the rising costs of oil, and the $11 billion and $16.5 billion relief packages from California and Germany.

We als…

Published on 3 years, 8 months ago

Food Inflation is Starting to Bite with Russell Clark

Season 1 Episode 103

In this episode of On The Margin Mike Ippolito is joined by returning guest & former Hedge Fund Manager Russell Clark of Russell Clark Investment Management. After spending over a decade as an Invest…

Published on 3 years, 8 months ago

The Dollar Window is Closing with Brent Johnson

Season 1 Episode 102

In this week's round up, Mark and I were joined by special guest Brent Johnson of Santiago Capital. Among many other things, Brent is famous for his "dollar milkshake theory," which is his view of wh…

Published on 3 years, 8 months ago

The Fourth Turning Has Arrived | Neil Howe

Season 1 Episode 101

In this episode of On The Margin Mike Ippolito is joined by Neil Howe Author of the best-selling book The Fourth Turning. Cycles often resurge throughout history, booms & busts, highs & lows, ascendi…

Published on 3 years, 8 months ago

Inflation Remains Hot: When Will it Peak? | Weekly Round Up

Season 1 Episode 100

In this week's episode, Mark and I covered two topics: Biden's execurive order on crypto, and inflation data. We kicked things off with the Biden's executive order. We covered what it actually is, wh…

Published on 3 years, 9 months ago

China’s Growth: The End Is Near | Leland Miller

Season 1 Episode 99

In this episode of On The Margin Mike Ippolito is joined by Leland Miller, CEO of China Beige Book International for a deep dive into the Chinese financial system. After founding China Beige Book ove…

Published on 3 years, 9 months ago

Historic Sanctions Are Reshaping the World Order | Weekly Round Up

Season 1 Episode 97

In this week's round up, Mark and I are joined by special guest Mike Green of Simplify Asset Management. This week we were focused on answering one big question: "how will sanctions and financial exc…

Published on 3 years, 9 months ago