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 Approaches $40,000 | 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 continued bull market as November saw a..

The "Debt Spiral" End Game | James Lavish

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, James Lavish Managing Partner at The Bitcoin Opportunity Fund joins the..

Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden

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, Julian Brigden Co-Founder of MI2 Partners joins the show to reflect on the current..

The U.S. Dollar Is Overvalued

Jens Nordvig, founder of Exante Data and Marketreader Inc., returns to Forward Guidance to provide a quantitative update on currency and bond markets. Jens makes the case that interest rates all across..

Rising Liquidity Is Supporting A Bull Market | Weekly Roundup

Fed's Stealth Liquidity Is Fueling A Stock Market Rally | Michael Howell

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, Michael Howell CEO of CrossBorder Capital joins the show to share his outlook for..

Bitcoin Bulls Are Back | 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 Mark & Mike discuss the continued positive price action in crypto as..

The Path To $100,000 Bitcoin | Adam Back

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, Adam Back Co-Founder & CEO of Blockstream joins the show for a discussion on..

Huge Rally In Stocks & Bonds, What Comes 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 Mark & Mike discuss the market rally in stocks & bonds after..

Andy Constan: Janet Yellen's Fueling A Massive Stock Market Rally

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, Andy Constan Founder of Damped Spring & Co-Founder of 2 Gray Beards joins the..

Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening

Michael Kao, former hedge fund manager and private investor, returns to On The Margin alongside Forward Guidance host Jack Farley to break down the U.S. Treasury’s quarterly refunding announcement (QRA) and Fed’s..

Bursting Of The Sovereign Debt Bubble | Arthur Hayes

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, Arthur Hayes CIO at Maelstrom Fund joins the show to explore..