Can GDP & Earnings Hold On? | Weekly Roundup
This week, Mark and Mike discuss all things macro as they break down GDP and earning expectations. US GDP just came in above expectations at 2.9%. Is a soft landing possible, or..
On the Margin
Host Michael Ippolito sits down with one of the most gifted minds in macro to discuss current events in markets, asset management, and the continued adoption of digital assets.
Episodes
Bitcoin’s Place in the 2023 Macro Cycle | Charles Edwards
On today's episode of On the Margin, Charles Edwards Founder of Capriole Investments joins the show to discuss Bitcoin's place in the current macro cycle. We start with the state of macro..
All Eyes On Inflation: "A Pause Is Not A Pivot" | Weekly Round Up
This week, Mike & Mark are joined by James Davolos Portfolio manager at Horizon Kinetics for a debate on all things inflation. At the end of the day, will team transitory will..
U.S Dollar's Role In The Great Power Competition | Michael Kao
On today's episode of On the Margin, Michel Kao joins the show for a discussion on the U.S Dollar and its role in the great power competition.Michael outlines his thesis for an..
Turns Out... Inflation Was Transitory | Weekly Round Up
This week, Mark and Mike discuss all things macro as they break down this weeks CPI release. Taking a deep dive into all the elements of the CPI bucket, Mark expects inflation..
Will Clemente & Dylan LeClair | Bitcoin & Macro: 2023 Outlook & 2022 Year In Review
On today's episode of On the Margin, Will Clemente and Dylan LeClair join Mike to discuss Bitcoin's 2023 outlook. Bitcoin is a liquidity gauge, and the markets are drying up. We explore..
Mark Yusko's Big Calls For 2023 | Weekly Roundup
This week, Mark is back for the first On The Margin weekly roundup of 2023! What better way to kick off the new year than with an outlook for the year ahead..
Crypto's 2022 Year End Review | Matt Fiebach
On today's episode of On the Margin, we are joined by one of Blockworks' very own research analysts Matt Fiebach for a deep dive on their most recent report "2022 Year End..
A 2023 Global Macro Outlook | Joseph Wang & George Goncalves
Jack Farley, host of Forward Guidance, welcomes George Goncalves and Joseph Wang to share their 2023 outlook on the Federal Reserve and inflation. Goncalves, Head of U.S. Macro Strategy at MUFG Securities,..
Brent Johnson: U.S Dollar's Role In The Fourth Turning
On today's episode of On the Margin, we are joined by Brent Johnson CEO of Santiago Capital for a discussion on the macro forces that drove markets in 2022 and what to..
Crypto in 2023: Predictions Episode | Weekly Round Up
In today’s episode of On The Margin, we bring on Jason and Santi from Empire to discuss our 2023 crypto thesis. We debate predictions on the Wallet Wars, ETH vs Bitcoin, the..
2022: The Year In Review | Byron Gilliam
On today's episode of On the Margin, we are joined by Byron Gilliam, Blockworks' very own Newsletter writer for a discussion on top market events in 2022, and what to expect going..