Podcast Episodes
Back to SearchThe Roundup: Archegos Meltdown, Biden's $2 Trillion Plan, and Morgan Stanley Bitcoin Funds
Season 1 Episode 6
This week in macro: Biden $2 Trillion Infrastructure Plan, Leveraged Blow Up at Archegos Capital Management, and Visa moves to settle payments in USDC. All this and more on this week’s roundup with M…
Published on 4 years, 8 months ago
Grant Williams Reveals the End Game for Central Bank Money Printing
Season 1 Episode 5
My guest this week is Grant Williams, Founder of Things that Make You Go Hmm. We covered his views on the end game of central bank money printing, the inflation vs deflation debate, his views on gold…
Published on 4 years, 8 months ago
The Roundup: Sovereign wealth funds eye Bitcoin & Fidelity files for ETF
Season 1 Episode 4
This week in Macro: Fidelity Files for a Bitcoin ETF, the sixth recent filing for an ETF behind WisdomTree Investments, VanEck Associates, NYDIG Asset Mgmt, Valkyrie Digital Assets, and First Advisor…
Published on 4 years, 8 months ago
Dan Tapiero Explains the Drivers Behind Bitcoin's Explosive Growth
Season 1 Episode 3
My guest today is Dan Tapiero, Co-Founder and CEO at 10T Holdings. Dan has one of the most impressive pedigrees of any investor I've ever met. He cut his teeth working with Julian Robertson, which we…
Published on 4 years, 8 months ago
The Roundup: Morgan Stanley's Bitcoin Move, Powell's Speech, and India's Ban
Season 1 Episode 2
This week in Macro: The 10-year yield hit 1.75% this week after the Fed had their open markets committee. Then Morgan Stanley announced that their wealthy clients would have access to bitcoin funds, …
Published on 4 years, 8 months ago
Lyn Alden explains the connection between inflation and Bitcoin
Season 1 Episode 1
My guest today is Lyn Alden, Founder of Lyn Alden Investment Strategy.
On this episode of On The Margin, we discuss the transition of monetary to fiscal dominance, Lyn's thoughts on inflation, the imp…
Published on 4 years, 8 months ago
Introducing: On the Margin with Michael Ippolito
Every Wednesday, Michael Ippolito sits down with the most gifted minds in macro to discuss current events in markets, asset management, and the continued adoption of digital assets.
Every Saturday, M…
Published on 4 years, 9 months ago