2025's Crypto ETF Pipeline | James Seyffart
In this episode, James Seyffart joins the show to discuss the wild success of crypto ETFs, how allocators and holders are thinking about crypto ETFs, and all the future ETF filings in..
On The Margin
Host Felix Jauvin sits down with the most gifted minds in macro & crypto to discuss markets, asset management and the continued adoption of digital assets.
Episodes
FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals,..
Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling
In this episode, Travis Kling joins the show to discuss financial nihilism, the logistics of a Bitcoin strategic reserve, and the potential impact of the incoming administration. We also delve into the..
This Is Peak Hawkishness From The Fed | Joseph Wang
In this special crossover episode with Forward Guidance, Joseph Wang joins the show to discuss the latest Fed decision, its December economic projections, and what to expect from markets going into 2025...
Convertible Bond Expert Breaks Down Why MicroStrategy Is Soaring | Richard Byworth
In this episode, Richard Byworth joins the show to discuss MicroStrategy’s convertible bond strategy, the biggest MicroStrategy misconceptions, and why he thinks the premium to NAV should expand over time. We also..
The Everything Code: Debt, Demographics, And The Infinite Human Future | Raoul Pal
In this episode, Raoul Pal joins the show to discuss the new revolutionary economic regime, how AI is driving the economic singularity, and the younger generation’s changing perception of markets. We also..
Are You Ready For The 1st Turning? | Michael Millerman
In this episode, Michael Millerman joins the show to discuss Peter Thiel’s philosophical framework, the Straussian Moment, and the post-liberalism era. We also delve into Bitcoin’s role in a multipolar world, the..
Everything You Need To Know About The New Bitcoin ETF Options | Jeff Park
In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma..
Why Bitcoin Miners Are Pivoting To AI Data Centers | Josh Solesbury
In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and the future of the industry. We also delve into industry bottlenecks, the..
What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair
In this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. We also discuss how to value..
The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan
In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of..
The Economy is in Goldilocks | Ram Ahluwalia
In this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in goldilocks, and his thought process for asset allocation. We also delve into..