On this episode of &#8220;<a href="https://youtu.be/cYiqBc4uJi4" target="_blank" rel="noreferrer noopener">On the Margin</a>,&#8221; Blockworks Co-founder Mike Ippolito is joined by anonymous analyst Mr. Blonde. Taking a break from diamond heists and bank robberies, Mr. Blonde joins us to discuss whether Jerome Powell will be forced to pivot Fed rate hikes in 2022.



Mr. Blonde also shares his outlook on growth for 2022 and chats about market returns during Fed tightening cycles. They discuss how the Russia-Ukraine conflict will affect markets and whether inflation is secular or transitory.



They also cover: 



<ul class="wp-block-list"><li>the housing market</li><li>growth peaking in 2021</li><li>and so much more</li></ul>



Watch the full episode below! 👇



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Will Powell Pivot Again In 2022? | Mr. Blonde" width="1024" height="576" src="https://www.youtube.com/embed/cYiqBc4uJi4?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
</div></figure>



&#8220;On the Margin&#8221; is a two-part show.&nbsp;Once a week, Mike interviews industry experts. At the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.



Subscribe to &#8220;On the Margin&#8221; today on <a href="https://podcasts.apple.com/us/podcast/on-the-margin/id1558223079" target="_blank" rel="noreferrer noopener">Apple</a> or <a href="https://open.spotify.com/show/2yFL2nSsQucf1rzdEKbFZY" target="_blank" rel="noreferrer noopener">Spotify</a>, or watch episodes on <a href="https://youtube.com/playlist?list=PLvER9nHSRN3xVs_p-dl7L7K_ZgL6lSudu" target="_blank" rel="noreferrer noopener">YouTube</a>.



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Get the day’s top crypto news and insights delivered to your inbox every evening.&nbsp;<a target="_blank" href="https://cms.blockworks.co/newsletter/?source=end" rel="noreferrer noopener">Subscribe to Blockworks’ free newsletter</a>&nbsp;now. 



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latest

Podcast: Will Powell Pivot Again in 2022? | Mr. Blonde

On this episode of &#8220;<a href="https://youtu.be/KJX9uqZVzEA" target="_blank" rel="noreferrer noopener">On the Margin</a>,&#8221; Blockworks Co-founder Michael Ippolito is joined by Jurrien Timmer, director of global macro at Fidelity, and PlanB, the anonymous quant investor and creator of the bitcoin S2F model.



Timmer and PlanB discuss the current macro forces that are driving markets, from Fed rate hikes to yield curve inversion and equity market valuations. In the second half of the discussion, the guests debate valuation models for bitcoin, how current market conditions could effect bitcoin and what the next phase of bitcoin will be as it enters the geopolitical landscape.



They also cover: 



<ul class="wp-block-list"><li>if the 4-year cycle is over</li><li>the equity market outlook</li><li>and so much more</li></ul>



Watch the full episode below! 👇



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="The Macro Forces Driving Bitcoin | Plan B &amp; Jurrien Timmer" width="1024" height="576" src="https://www.youtube.com/embed/KJX9uqZVzEA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
</div></figure>



&#8220;On the Margin&#8221; is a two-part show.&nbsp;Once a week, Mike interviews industry experts. At the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.



Subscribe to &#8220;On the Margin&#8221; today on <a href="https://podcasts.apple.com/us/podcast/on-the-margin/id1558223079" target="_blank" rel="noreferrer noopener">Apple</a> or <a href="https://open.spotify.com/show/2yFL2nSsQucf1rzdEKbFZY" target="_blank" rel="noreferrer noopener">Spotify</a>, or watch episodes on <a href="https://youtube.com/playlist?list=PLvER9nHSRN3xVs_p-dl7L7K_ZgL6lSudu" target="_blank" rel="noreferrer noopener">YouTube</a>.



<hr class="wp-block-separator"/>



Get the day’s top crypto news and insights delivered to your inbox every evening.&nbsp;<a target="_blank" href="https://cms.blockworks.co/newsletter/?source=end" rel="noreferrer noopener">Subscribe to Blockworks’ free newsletter</a>&nbsp;now. 



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