Podcast Episodes

How Fed Tightening Will Impact Markets | Andreas Steno Larsen

Season 1 Episode 87

In this episode of On The Margin Mike is joined by Andreas Steno Larsen Director & Lead Economist of Heimstaden. After spending 10+ years as a Chief Global Strategist, FX Analyst & Researcher at Nord…

Published on 3 years, 10 months ago

FOMC Preview: Expect More Turbulence | Jonathan Cheesman & Daniel Masters

Season 1 Episode 86

This week in On the Margin, we have a special bonus episode for you. There's lots going on in markets and we thought if ever there were a time to speak to as many smart people as possible, it's now.…

Published on 3 years, 10 months ago

Crypto Sheds $200B in 24 Hours: Is the Worst Behind Us?

Season 1 Episode 85

In this round up, Mark and I are joined by Arca CIO Jeff Dorman to answer the one question on everyone's mind: what is driving the flash crash in crypto markets?

We discussed the impact the Fed's tigh…

Published on 3 years, 10 months ago

The Macro Forces Driving Crypto in 2022 with Jordi Alexander & Checkmate

Season 1 Episode 84

In this episode of On The Margin Mike is joined by Jordi Alexander CIO of Selini Capital & Checkmate Lead On-chain Analyst for Glassnode. Jordi & Checkmate discuss the long term structural macro tren…

Published on 3 years, 10 months ago

Have We Hit Peak Inflation? A Deep Dive into the Data Behind December's Record Print

Season 1 Episode 83

In this week's episode, Mark and I tried something a little different. We went super deep on one topic, namely inflation. The question we asked was "Have fears around inflation peaked? And if so, w…

Published on 3 years, 11 months ago

What Will Happen if the Fed Raises Rates with Danielle DiMartino Booth

Season 1 Episode 82

In this episode of On The Margin Mike is joined by returning guest Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence. As a former advisor at the Federal Reserve Bank of Dallas, …

Published on 3 years, 11 months ago

Fed Tightening Hammers Bitcoin, Kazakhstan Internet Outage Disrupts Hash Rate

Season 1 Episode 81

In this first round up of the New Year, Mark and I started with the question that's on everyone's mind: are we still in a bull market?

Answer - you'll have to listen to the episode to find out! But I …

Published on 3 years, 11 months ago

Dollar Predictions for 2022 with Brent Johnson and Lawrence Lepard

Season 1 Episode 80

In this episode of On The Margin Mike is joined by Brent Johnson of Santiago Capital & Lawrence Lepard of Equity Management Associates. Brent & Lawrence discuss Brent's Dollar milkshake thesis and th…

Published on 3 years, 11 months ago

Chart Storm For The New Year | Weekly Round Up

Season 1 Episode 79

To bring us into the new year, Michael Ippolito & Jack Farley take viewers on an audio-visual guided tour of the most salient macro topics for 2022. They analyze a series of charts that illustrate th…

Published on 3 years, 11 months ago

Dollar vs Yuan: The Next Global Reserve Currency with Russell Clark

Season 1 Episode 78

In this episode of On The Margin Mike is joined by Russell Clark. With a wealth of knowledge that spans over 20 years as both an Investment Analyst and CIO/CEO of Russell Clark Investment Management,…

Published on 3 years, 11 months ago