Podcast Episodes

The Roundup: Banks Offer Bitcoin, Cathie Wood's ARK Stumbles

Season 1 Episode 16

This week in macro: NYDIG rolls out Bitcoin to "hundreds of US banks," Goldman and Citi mull trading desks, and Cathie Wood's ARK ETF dips 30%.

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Published on 4 years, 7 months ago

Ted Seides Breaks Down the Business of Hedge Funds

Season 1 Episode 15

In this episode of On the Margin I am joined by Ted Seides, co-founder at Protege Partners and host of the Capital Allocators podcast. In this episode, we discuss his past experience working under Da…

Published on 4 years, 7 months ago

The Roundup: Negative Rates Hit US, Nexon Buys Bitcoin, ETH Outperforms

Season 1 Episode 14

This week in macro: rates on 1 month issued US treasuries turned negative, South Korean gaming company Nexon bought $100 million in Bitcoin, Eth went on a run, and Germany embraced crypto.

If you like…

Published on 4 years, 7 months ago

Danielle DiMartino Booth on When the Fed Crossed the Rubicon

Season 1 Episode 13

In this episode of On the Margin, Danielle DiMartino Booth brings her deep historical knowledge of the Fed to a wide-ranging discussion of the economy. We cover the evolving role of the Federal Rese…

Published on 4 years, 7 months ago

The Roundup: Capital Gains Tax proposed to Jump to 39.6%

Season 1 Episode 12

This week in macro: Biden proposes to raise the capital gains tax to 39.6%, we're seeing the beginnings of soft commodity inflation, Mike Novogratz's Galaxy Digital might buy BitGo, and Coinbase Pro …

Published on 4 years, 7 months ago

Luke Gromen on the Unwinding of the Monetary System

Season 1 Episode 11

Luke Gromen, Founder and CEO at Forrest for the Trees LLC, joins us for this episode of On the Margin to discuss his view of the monetary system. We cover the bubble in sovereign debt, how the petrod…

Published on 4 years, 7 months ago

The Roundup: Yield Curve Control, Coinbase IPO, and Uniswap V3

Season 1 Episode 10

This week in macro: Treasury yields fell to 1.5%, a possible sign of yield curve control. Then Dan Loeb and Brevan Howard started investing in Bitcoin, Coinbase debuted its direct listing, and Uniswa…

Published on 4 years, 7 months ago

Jeff Booth on the Link Between Inflation and Inequality

Season 1 Episode 9

My guest this week is investor, entrepreneur and author Jeff Booth. Jeff's main observation is as simple as it is profound: we live in a deflationary world that depends on inflation for economic grow…

Published on 4 years, 8 months ago

The Roundup: Peter Thiel Calls Bitcoin "Financial Weapon," Stock Buybacks, & Coinbase Earnings

Season 1 Episode 8

This week in macro: Peter Thiel calls bitcoin a "Financial Weapon," US share buybacks are picking up, Coinbase released their Q1 earnings, and State Street is lending its technology to institutional …

Published on 4 years, 8 months ago

Lily Francus on How the Growth of Options is Reshaping Market Structure

Season 1 Episode 7

In this episode of On the Margin, I sit down with Lily Francus to discuss the rapid expansion of the options market. We discussed the Fed's impact on the market, what is driving the growth in options…

Published on 4 years, 8 months ago