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, will stocks continue to grind higher & how to make macro actionable. Enjoy!

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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

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Timestamps:

(00:00) Introduction

(01:00) The Fed's Already Got Their Soft Landing

(08:14) The Economy Is Slowing

(11:34) Mantra Ad

(12:44) When Will The Fed Cut Rates?

(17:15) How To Make Macro Actionable

(29:15) Permissionless Ad

(29:54) The U.S Fiscal Dilemma

(32:18) Can Stocks Continue To Rally In 2024?

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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.