In this week's episode, Mark and I kick things off discussing the Bitcoin market. Could crypto winter be passing and signs of crypto spring be starting to emerge?
We then move on to discuss the historic value of equities going all he way back to 1871 vs now in 2022. With still elevated P/E's, is there more pain to come for equities despite rising rates? We draw parallels between the 2001 tech bubble which also saw high energy prices, a rising dollar and rising yields.
Finally, we break down the recent 9.1% CPI print and if we could be in for a period of secular inflation. But to hear that, you'll have to tune in!
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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.