Podcast Episodes

Inflation Hits 5%, BlackRock Gets Too Big, and Anti Trust Comes for Amazon

Season 1 Episode 26

In this episode of On the Margin, Mike and Tyler cover the record CPI print showing 5% inflation, BlackRock and other institutional investors scooping up single-family homes, the Anti Trust bill that…

Published on 4 years, 6 months ago

Inflation & the Coming Bull Run in Gold, Silver & Commodities | Tavi Costa

Season 1 Episode 25

In this episode of On the Margin I am joined by Tavi Costa, Portfolio Manager on Crescat Capital. In this episode, Tavi breaks down his view on why we may be headed towards inflation, the three pilla…

Published on 4 years, 6 months ago

Disappointing Jobs Report, Fed Unwinds Corporate Bonds, and Generational Inequality for Millenials

Season 1 Episode 24

In this week's round up, Mike and Tyler cover the disappointing US jobs report and the market's reaction to it. In the month of May, the US added 559,000 jobs compared to expectations of 650,000. T…

Published on 4 years, 6 months ago

Brent Johnson On Whether Inflation is Transitory or Enduring

Season 1 Episode 23

In this episode of On the Margin, Brent Johnson of Santiago Capital discusses his views on whether or not CPI inflation is transitory or here to stay.

We cover Brent's view on the most recent CPI and …

Published on 4 years, 6 months ago

$453 Billion Reverse Repo, China Restricts Commodities, Inflation Ticks Up, AMC Soars

Season 1 Episode 22

In this week's episode of on the Margin, we cover:

・The $453 billion that has flown into the Federal Reserve's reverse repo facility

・Why there is too much liquidity in the system, and what that means …

Published on 4 years, 6 months ago

Steve Van Metre on Why QE Will Cause More Deflation

Season 1 Episode 21

In this week's episode, Steve Van Metre presents the other side of the popular macro narrative that inflation is coming. Steve's analysis is heavily focused on QE, and how that program is designed to…

Published on 4 years, 6 months ago

The Roundup: Crypto Market Sell-Off, Fed Tapering, S&P and Treasury Correlation

Season 1 Episode 20

In this week's round up, Mike and Tyler cover crypto's massive sell off, how to contextualize it, and what comes next. They also discuss the first whispers of tapering from the Fed, a twenty year hig…

Published on 4 years, 6 months ago

A High Yield Bond Trader Describes the Bull Case for Bitcoin

Season 1 Episode 19

In this episode Greg Foss of 3iQ presents the ultimate macro case for Bitcoin. Greg was the first high yield bond trader in Canada, and comes at Bitcoin from a very math-oriented and macro perspectiv…

Published on 4 years, 6 months ago

The Roundup: Elon Dumps Bitcoin, Justice Department Looks Into Binance

Season 1 Episode 18

This week: Elon announces that Tesla will stop allowing customers to pay in Bitcoin, the US Department of Justice and IRS look into Binance, and Stan Druckenmiller predicts the currency will lose res…

Published on 4 years, 7 months ago

Mike Green Explains the US-China Relationship and the State of the American Dream

Season 1 Episode 17

In this episode I am joined by Mike Green of Simplify Asset Management for a discussion on the US China relationship. We covered the rise of China and its key strategic objectives, how the US faces …

Published on 4 years, 7 months ago