Podcast Episodes
Back to SearchEnron vs Tesla, Bitcoin Futures ETF, and Coinbase NFT Market Place | Weekly Round Up
Season 1 Episode 57
In this week's episode, Mark and I kick things off with a cool bit of financial history: Goldman's buy rating of Enron three weeks before it collapsed.
I love this piece because it opened the door to …
Published on 4 years, 2 months ago
Deciphering the Metaverse with David Hoffman
Season 1 Episode 56
In this episode of On The Margin Mike is joined by David Hoffman. David is Co-Founder of Bankless, a podcast exploring the frontier of crypto & finance by interviewing some of the greatest thought le…
Published on 4 years, 2 months ago
Institutional Money Drives Bitcoin Higher, China Grapples with Energy Crisis | Round Up
Season 1 Episode 55
In this episode of the weekly round up, Mike and Mark spend a lot of time on Bitcoin's recent run above $55,000. They take a look at open interest and the rolling 1 month basis on Bitcoin futures on…
Published on 4 years, 2 months ago
The end game for the Dollar: China vs the U.S. | Grant Williams and Luke Gromen
Season 1 Episode 54
In this episode of On The Margin Mike is joined by returning guests Grant Williams & Luke Gromen. We welcome back two financial market veterans for a special episode exploring the fracturing geopolit…
Published on 4 years, 2 months ago
Breaking-down China’s energy crisis | Weekly Round Up
Season 1 Episode 53
In this episode it's a "charts, charts, charts!" special. Mike and Mark go deep on the budding energy crisis, crypto's 10% rally on Friday, a potential return to 1970s like inflation, housing prices,…
Published on 4 years, 2 months ago
The Return to a Deflationary World post COVID: Eric Basmajian
Season 1 Episode 52
In this episode of On The Margin, Mike is joined by Eric Basmajian. Eric is the founder of EPB Macro Research, a service that provides premium fundamental macro economic research, with a focus on lon…
Published on 4 years, 2 months ago
China Bans Crypto while Softbank and Tiger Global Move In
Season 1 Episode 51
In this episode of the weekly round up, Mike and Mark cover stimulus payments, commercial bank lending, commodities, bankruptcies and liquidations, China's crypto ban and Softbank and Tiger Global's …
Published on 4 years, 2 months ago
Jim Bianco on Inflation, MMT, and DeFi's Disruption of Banking
Season 1 Episode 50
In this episode of On The Margin, Mike is joined by Jim Bianco. Jim founded Bianco Research, L.L.C in 1990 and has served as President and Macro Strategist for nearly 20 years. In this episode Jim an…
Published on 4 years, 2 months ago
Evergrande Implosion, Crypto vs Internet Growth, 800 Year History of Inflation
Season 1 Episode 49
In this weekly round up, Mike and Mark get deep into the Evergrande saga. They take a look at credit conditions in China's property sector, and dive into whether or not contagion is likely to spread …
Published on 4 years, 2 months ago
The Colliding Worlds of Macro and Crypto | Dan Tapiero
Season 1 Episode 48
In this episode of On the Margin Mike is joined by Dan Tapiero. We invited Dan back to the podcast to discuss his recent $750 million capital raise for the 10T digital asset fund. With over 20 years …
Published on 4 years, 3 months ago