Podcast Episodes

Will Powell Pivot Again In 2022? | Mr. Blonde

Season 1 Episode 97

In this episode of “On The Margin,” Mike Ippolito is joined by anonymous analyst Mr. Blonde. Taking a break from diamond heists and bank robberies, Mr. Blonde joins us to discuss whether Jerome Powel…

Published on 3 years, 9 months ago

Ukraine Conflict Causes Market Volatility | Weekly Round Up

Season 1 Episode 96

In this week's round up, Mark and I dug into the investor uncertainty caused by the Russia Ukraine conflict. Disclaimer: war is always first and foremost a humanitarian crisis. It goes without saying…

Published on 3 years, 9 months ago

The Macro Forces Driving Bitcoin | Plan B & Jurrien Timmer

Season 1 Episode 95

In this episode of On The Margin Mike Ippolito is joined by Jurrien Timmer Director of Global Macro at Fidelity & PlanB the anonymous quant investor & creator of the Bitcoin S2F model. 

Jurrien & Plan…

Published on 3 years, 9 months ago

Canada Freezes Citizens Bank Accounts | Weekly Round Up

Season 1 Episode 94

In this week's episode, Mark and I covered the rising cost of energy and the impact it's having on global economies. Next we went on to discuss record bearish sentiment in markets, and what that may …

Published on 3 years, 9 months ago

Bitcoin's Role In The Freedom Convoy Protests | Alex Gladstein, Greg Foss & Jeff Booth

Season 1 Episode 93

In this episode of On The Margin Mike Ippolito is joined by returning guests Alex Gladstein, Greg Foss & Jeff Booth to discuss the ongoing Freedom Convoy Protests in Canada. We invited our guests to …

Published on 3 years, 10 months ago

Bullard Backs "Supersized" Rate Increase | Jospeh Wang

Season 1 Episode 92

In this week's episode, I am joined by Forward Guidance's Jack Farley & Joseph Wang for a surprise cross-over (that we all knew was coming eventually ;) We missed Mark unfortunately who is away skiin…

Published on 3 years, 10 months ago

Bitcoin's Role in the 80 Year Debt Cycle | Charles Edwards

Season 1 Episode 91

In this episode of On The Margin Mike Ippolito is joined by Charles Edwards, Founder of Capriole Investments. After releasing his Capriole's 2022 Market Outlook newsletter, we invited Charles to the …

Published on 3 years, 10 months ago

How to Value Bitcoin | Timothy Peterson and Mark Yusko

Season 1 Episode 90

In this episode, Mark and I were joined by special guest Timothy Peterson to discuss a very important topic: how to properly value Bitcoin. I've included a summary of our content below, but if you ar…

Published on 3 years, 10 months ago

Is the Crypto Bull Market Over | Dan Tapiero & Dan Morehead

Season 1 Episode 89

On today's episode of On The Margin Mike Ippolito is joined by Dan Morehead of Pantera Capital & Dan Tapiero of 10T. With collectively over 40 years in the hedge fund business at notable firms such a…

Published on 3 years, 10 months ago

Biden Cracks Down on Crypto | Weekly Round Up

Season 1 Episode 88

In this episode Mark and I covered two big topics: the fallout of Wednesday's FOMC meeting, and the announcement that the White House is cracking down on crypto as a matter of "national security."

We …

Published on 3 years, 10 months ago