In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as..

This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive..

In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep..

In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also..

In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky..

This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth..

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, we discuss the latest in markets after the presidential debate between Biden..

This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook,..

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, we discuss are markets beginning to roll over as market breadth continues..

This week Joe McCann joins the show for a discussion on the current backdrop for macro & crypto. As markets anticipate Fed rate cuts, will stocks & crypto continue to rally if..

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, we discuss our takeaways from this weeks crucial CPI & PPI prints..

This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large..