As Mike is away on holiday, Blockworks' very own Jack Farley, host of Forward Guidance, steps in for a discussion on the top stories of the week.
On the back of a labor market report, Jack and Mark break down what this means for markets, the outlook for inflation, Ray Dalio's shift in sentiment from his infamous statement "cash is trash" and finally we discuss the turmoil in U.K gilt markets, but to hear that, you'll have to tune in!
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(01:14) The Labor Market Is... Strong?!
(10:24) When Will Inflation Go Down?
(21:55) Is Cash "Trash"?
(30:13) Is The Stock Market Still Overvalued?
(38:10) Importance of Doubling Down on Your Winners
(41:28) The Bank of England's Rescue of the U.K. Gilt Market
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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.