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

The Next Phase Of The Bond Bear Market | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--Mike and Mark tackle an explosive week of tremendous pain in the bond market alongside a continuing..

Is Goldilocks Going To End Soon? | Darius Dale

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--Darius Dale, founder of 42Macro, returns to On The Margin to update Mike on his views..

The Market Doubts The Fed | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Mark: https://twitter.com/MarkYuskoFollow Michael: https://twitter.com/MikeIppolito_Follow Blockworks: https://twitter.com/blockworks_--Research, news, data, governance..

Brent Johnson: “Heaven Help The World If Dollar Continues To Skyrocket”

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--On today’s episode, Brent Johnson of Santiago Capital returns to On The Margin to..

A Second Bout Of Inflation, Or Disinflation?

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week, Mike & Mark reflect on Blockworks' very own Permissionless II conference down..

A Wave Of Treasury Issuance Will Cause Bond Yields To Surge | Andy Constan & Bob Elliott

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--On todays episode, Andy Constan Founder of Damped Spring Macro Research & Bob Elliot..

Bankruptcies Are On The Rise | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week Mike & Mark discuss the rise of bankruptcy filings in the U.S...

The Interest Rate Shock Hasn't Been Felt Yet | Cameron Dawson

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--On todays episode,Chief Investment Officer at NewEdge Wealth Cameron Dawson joins the show for..

Grayscale's Victory vs The SEC | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week Mike & Mark discuss Grayscale's victory vs the SEC and what it..

A Bitcoin ETF Is Coming, It's Just A Matter Of When | Charles Edwards

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--On today's episode, Charles Edwards Founder of Capriole Investments, a Bitcoin & digital asset..

The Zero Interest Rate Era Is Over, What Next? | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX—This week, Mike & Mark discuss the slew of macro data over the past..

The U.S Dollar Wrecking Ball In A China Shop | Michael Kao & Nick Glinsman

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--On today's episode of On The Margin, Michael Kao former hedge fund manager turned..