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This week Mike & Mark discuss the inflation print which gave a further lift to equities over the week. Mark dives into the liquidity backdrop that is "driving markets" & what it means for the rest of 2023. To hear all this & more, you'll have to tune in!
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(00:00) Introduction
(01:52) DAS London
(07:58) Inflation
(18:56) The Debt Problem
(25:47) Blockworks Research
(26:34) Bitcoin
(48:12) When Will The Fed Cut Rates?
(54:05) Artificial Intelligence
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.