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 a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy!

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MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

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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

(00:49) The Rate Cutting Cycle

(05:09) Is The Economy Slowing?

(08:51) Will We See A Recession?

(11:02) The Small Cap Rotation

(13:34) Mantra Ad

(14:43) The Rise Of Fiscal Dominance

(18:12) The Election Impact

(21:34) Bitcoin As A Strategic Reserve Asset

(33:13) Permissionless Ad

(33:54) Oil & Energy

(42:05) Stocks, Bonds & The Three Pillar Portfolio

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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.