Michael and Mark take a break today for the Thanksgiving holiday, and welcome Jack Farley from Forward Guidance onto the podcast for a special cross-over episode. This episode from Forward Guidance is..

On today's episode of "On the Margin", Grant Williams & Pippa Malmgren join the show for a discussion of "the end of magical thinking"."The end of magical thinking", a term phrased by..

This week, Mark & Mike discuss the continued fallout of FTX. Genesis, the crypto prime broker, ran into liquidity issues during the week causing many yield providing platforms to reduce their yields..

On today's episode of "On the Margin", Juliette Declercq Founder of JDI Research joins the show for a discussion on the Fed tightening cycle.Contrary to many analysts, Juliette expects a soft landing..

This week, Mark & Mike are joined by Jim Bianco of Bianco Research to discuss the fallout of FTX. Mike, Mark & Jim discuss the series of events leading up to the..

On today's episode of "On the Margin", Jordi Alexander CIO of Selini Capital & Justin Bons Founder & CIO of Cyber Capital for a Bitcoin debate.Having opposing views on the long term..

This week, Mark & Mike discuss the Fed rate hike decision of 75bp. As markets interpreted the announcement as dovish and a catalyst for a small rally in risk assets, Powell's press..

On today's episode of "On the Margin", Darius Dale CEO of 42 Macro joins the show for a discussion on the Fed's tightening cycle.By tracking the effects of liquidity on financial markets,..

This week, Mark & Mike discuss the sell-off in big tech as earnings and guidance disappoint. With Meta & Amazon down over 20% in after hours just what is big tech signalling..

On today's episode of "On the Margin", Leland Miller CEO of China Beige Book joins the show for a discussion on China after their 20th party congress.Markets plunged on Monday after Xi..

This week, Mark & Mike discuss everything happening in the crypto markets. As Bitcoin holds steady bouncing around $20,000, should investors expect "crypto spring", or not? Mark shares his insights into the..

On today's episode of "On the Margin", Eric Basmajian Founder of EPB Macro Research joins the show for an update on his "Four Stages of An Economic Slowdown" episode of On The..