Podcast Episodes
Back to SearchHillary Clinton Fears Bitcoin, Crypto Cycles and Gemini’s 400M Raise | Weekly Round Up
Season 1 Episode 67
In this week's round up, Mark and I kick things off with some good old fashioned chart analysis. First off - credit where credit is due, I got these charts from the Bankless interview with Benjamin …
Published on 4 years ago
Why QE Is NOT Money Printing | Emil Kalinowski & Jeff Snider
Season 1 Episode 66
In this episode of On The Margin Mike is joined by Jeff Snider of Alhambra Investments & Emil Kalinowski, Mining & Metals Researcher. Jeff & Emil are hosts of Eurodollar University, a podcast dedicat…
Published on 4 years ago
Solana Conference Round Up, 6.2% CPI Print, Every Company Bets on "Metaverse" | Weekly Round Up
Season 1 Episode 65
In this week's episode, we kicked things off with an honest review of Solana's Breakpoint conference which I have been at for the past week. I had two big takeaways from the conference:
1. Solana is …
Published on 4 years, 1 month ago
Bitcoin — The Ultimate Inflation Hedge? Lyn Alden and Jurrien Timmer Discuss
Season 1 Episode 64
In this episode of On The Margin, Mike is joined by returning guests Lyn Alden & Jurrien Timmer. Lyn is the founder of Lyn Alden Investment Strategy and Jurrien Director of Global Macro at Fidelity. …
Published on 4 years, 1 month ago
Wages Jump, Signs of Stress in Emerging Markets, Skeuomorphism in Crypto | Weekly Round Up
Season 1 Episode 63
In this episode, Mark and I spent a good deal of time covering "inflation related" topics. First we dug deep into retirees leaving the workforce at an accelerated rate, and a look at the jump in wag…
Published on 4 years, 1 month ago
Bloomberg Analyst: The Bitcoin Supercycle Is Here | Mike McGlone
Season 1 Episode 62
In this episode of On The Margin, Mike is joined by Mike McGlone, the Senior Commodity Strategist at Bloomberg Intelligence.
Mike shares his thoughts on the Bitcoin futures ETFs, the outlook for an E…
Published on 4 years, 1 month ago
Facebook is Meta, Investors Favor Stocks, Bond Sentiment Falls to Record Lows | Round Up
Season 1 Episode 61
In this week's show, Mark and I dive deep into investor preferences. The first chart that we look at is a fun one from Michael Batnick of the S&P since March of 09 annotated with mini investor panics…
Published on 4 years, 1 month ago
Bitcoin's Role in the War on Cash | Mike Green & Alex Gladstein
Season 1 Episode 60
In this episode of On The Margin Mike is joined by Mike Green of Simplify Asset Management & Alex Gladstein of the Human Rights Foundation. Mike & Alex sit down to debate the role of Bitcoin from opp…
Published on 4 years, 1 month ago
Growth vs Inflation, Firefighters Pension Buys Bitcoin, FTX Raises $420 Million | Round Up
Season 1 Episode 59
In this week's round up, Mark and I cover two concepts very deeply: 1) why structural growth is falling and 2) how that impacts inflation.
We spend a lot of time covering Mark's "Killer D's" Framework…
Published on 4 years, 1 month ago
Everything You Need to Know: Bitcoin ETF, Lightning Network, & Altcoins || Jeff Booth & Greg Foss
Season 1 Episode 58
In this episode on On The Margin, Mike is joined by returning guests Jeff Booth & Greg Foss. Jeff & Greg discuss breaking news as the first ever U.S Bitcoin ETF was approved and what this could mean …
Published on 4 years, 1 month ago