Podcast Episodes

Globalization, Decentralization & Innovation post COVID | Pippa Malmgren

Season 1 Episode 37

We couldn't be more thrilled in welcoming Pippa Malmgren to On The Margin who shares valuable insights on the effects of globalization, financialization, creative destruction, debt restructuring, the…

Published on 4 years, 4 months ago

The Roundup: JP Morgan Offers Crypto, China Education Clampdown, Evergrande Debt Reckoning

Season 1 Episode 36

In this episode of On the Margin, Mike and Tyler discussed JP Morgan's new crypto stock offering, China's clampdown on education companies, and Evergrande's growing debt concerns and the potential co…

Published on 4 years, 4 months ago

Jeff Snider on the Eurodollar System's Impact on Inflation

Season 1 Episode 35

In this episode I am joined by Jeff Snider, Head of Global Investment Research at Alhambra Investments. We discussed why the biggest problem we are facing today is a dollar shortage, the makeup and h…

Published on 4 years, 4 months ago

The Roundup: Larry Finks Calls for Inflation, Powell's Speech, Bank Earnings

Season 1 Episode 34

In this round up, Tyler, Mike and Casey cover Larry Fink's call for sustained inflation, June's 5.4% CPI print, Powell's speech, the relationship between the Fed and Treasury, bank earnings, and fina…

Published on 4 years, 4 months ago

Teddy Vallee on the Dollar, Equities and Bitcoin

Season 1 Episode 33

In this episode of On the Margin, I am joined by Teddy Vallee of Pervalle Global Capital to discuss his views on the various asset classes. We cover his views on the dollar, what a strong and weak d…

Published on 4 years, 5 months ago

The Roundup: Inflation vs Deflation, Crypto Exchanges, and Commercial Bank Lending

Season 1 Episode 32

In this episode of On the Margin, Mike and Tyler are joined by Blockworks reporter Casey Wagner to discuss a debate on inflation vs deflation, the future of crypto exchanges and banks, and the lack o…

Published on 4 years, 5 months ago

Xi's Fiery Speech, Jobs Report, NYDIG World Domination

Season 1 Episode 31

In this week's episode, Mike and Tyler covered Xi Jinping's 100th Anniversary speech, the jobs report, and NYDIG's recent spate of partnerships that make it one of the most important companies in cry…

Published on 4 years, 5 months ago

Tyler Neville on the Biggest Trends in Macro

Season 1 Episode 30

In this episode of On the Margin I am joined by my co-host Tyler to discuss the biggest macro trends he sees playing out today. We discussed his background in finance, the rise of passive, the chang…

Published on 4 years, 5 months ago

a16z Raises $2.2 Billion, Stocks Hit All Time Highs, Oil Rally Continues

Season 1 Episode 29

Mike and Tyler kick off this episode of On the Margin with a SHAMELESS PLUG for Blockworks' upcoming conference Bretton Woods: The Realignment.

It's a 250 person exec only summit at the original Brett…

Published on 4 years, 5 months ago

Anthony Scaramucci on Investing, Bitcoin and the Future of America

Season 1 Episode 28

In this episode of On the Margin, I sit down with Anthony Scaramucci to discuss his early career, the founding of Skybridge, his move into Bitcoin, his thoughts on other crypto assets, and the future…

Published on 4 years, 5 months ago