Podcast Episodes

US China Cold War Heats Up, SEC Sues Coinbase | Weekly Roundup

Season 1 Episode 47

In this week's round up, Mike and Mark cover US investing activity in China, Soros' op-ed on Blackrock's investment decisions in China, and the SEC's decision to sue Coinbase over its lend product.

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Published on 4 years, 3 months ago

The Link Between Housing and Wealth Inequality

Season 1 Episode 46

In this episode of On The Margin, Mike is joined by Bill Blain. Bill is a strategist, specializing in alternative assets at Shard Capital, the award winning investment and asset management firm based…

Published on 4 years, 3 months ago

Paulson Calls Crypto Worthless, Gensler Crackdown, FTX.US Acquisition

Season 1 Episode 45

In this weekly round up Mike welcomes new co-host Mark Yusko of Morgan Creek to the mix. Mike and Mark discuss expensive equity market valuations, slack in the labor market, John Paulson's comments…

Published on 4 years, 3 months ago

The Long Term Debt Cycle's Impact on the Economy / Darius Dale

Season 1 Episode 44

In this episode of On The Margin Mike is joined by Darius Dale. Darius is the founder and CEO of 42 Macro, an investment research firm aiming to democratize the access to institutional-grade research…

Published on 4 years, 3 months ago

Powell Suggests Tapering, NFTs Boom, and Layer 1 Wars Heat Up

Season 1 Episode 43

In this episode of the round up, Mike and Tyler discuss rising wages, home prices, the impact of Powell's suggestion to taper, the booming NFT market, and the layer 1 wars that are starting to heat u…

Published on 4 years, 3 months ago

How Credit Expansion Impacts Growth | Alfonso Peccatiello

Season 1 Episode 42

In this episode of On The Margin Mike is joined by Alfonso Peccatiello. Alfonso is the author of the weekly online newsletter The Macro Compass. Alfonso shares his thoughts on the signs of slowing st…

Published on 4 years, 3 months ago

Binance Implements KYC, OnlyFans Bans Porn, Jay Clayton Signs onto Fireblocks

Season 1 Episode 41

In this episode of On the Margin, Mike and Tyler cover Binance’s regulatory issues, OnlyFans ban on pornography, and Jay Clayton joining Fireblocks’ board.

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Published on 4 years, 3 months ago

Bitcoin, Inflation and the Future of Investing - Peter Doyle

Season 1 Episode 40

In this episode of On The Margin, Mike is joined by Peter Doyle the Managing Director, President & Co-Founder of Kinetics Mutual Funds, Inc. Peter weighs in on his thoughts surrounding the bailouts i…

Published on 4 years, 3 months ago

Financial nihilism and political volatility | Demetri Kofinas

Season 1 Episode 39

In this episode of On The Margin Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri discusses a wide range of topics fr…

Published on 4 years, 4 months ago

Fidelity Director of Macro on Financial Repression and Bitcoin

Season 1 Episode 38

In this episode Mike is joined by Jurrien Timmer, Director of Global Macro at Fidelity. Jurrien discusses the markets' record high valuations, inflation's effect on bond yields, financial repression,…

Published on 4 years, 4 months ago