Supply Shock

Latest Episodes:

BlackRock's Bitcoin ETF Is A "Big Deal", Here's Why | Round Up Jul 08, 2023

Show notes

This week, Mark returns to the weekly roundup after a two week hiatus! We dive straight into the biggest story of the week as Larry Fink took to the airwaves with a switched stance on Bitcoin weeks after BlackRock, the largest asset manager in the world, filed for their highly anticipated spot Bitcoin ETF. We discuss the implications of a spot Bitcoin ETF being approved, and in Mark's own words, it would be a "big big deal". To hear all this and more, 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.

The End Game For Central Banks Inflation Fight | Lyn Alden Jul 05, 2023

Show notes

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On today's episode of On The Margin, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation.

Early to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 & beyond. Lyn walks through the rise of fiscal dominance and attempts to answer the question will high interest rates fix high inflation? To hear all this & more, you'll have to tune in!

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Referenced In The Show:

Do High Interest Rates Fix High Inflation? https://www.lynalden.com/inflation-vs-interest-rates/

Timestamps:

(00:00) Introduction

(00:50) Inflation

(06:18) The Rise Of Fiscal Dominance

(13:14) Cyclical vs Secular Inflation

(15:33) Permissionless II Ad

(16:21) Inflation Today vs The 1940's

(28:14) Research Ad

(29:04) What Is The End Game?

(36:55) Investing In This Environment

(41:42) Housing & Real Estate

(45:57) How Changing Technology Drove The Evolution Of Money

Will The Fed Get Their Soft Landing? | Weekly Round Up Jul 01, 2023

Show notes

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This week, as Mark continues his tour around Europe, Jack Farley host of the Forward Guidance podcast joins the show to discus the top stories of the week. As economic data & growth remains resilient, markets continue rallying despite negative sentiment coming into the year. We discuss whats in store for the second half of the year & whether the Fed will get their soft landing?

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Veteran Money Manager On A.I's Disruptive Innovation | Jordi Visser Jun 28, 2023

Show notes

On today's episode of On The Margin, Jordi Visser a veteran money manager & currently President and CIO, Weiss Multi-Strategy Advisers joins the show for a discussion on the disruptive technologies changing the investing landscape in 2023.

With the release of ChatGPT in 2022, a tidal wave of investment & excitement has resurged around the promise of A.I. In this episode, Jordi walks through the opportunities this technology can provide in 2023 & beyond. To hear how Jordi approaches investing in disruptive technology, you'll have to tune in!

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Referenced In The Show:

Disruptive technologies: Advances that will transform life, business, and the global economy: https://www.mckinsey.com/~/media/McKinsey/Business%20Functions/McKinsey%20Digital/Our%20Insights/Disruptive%20technologies/MGI_Disruptive_technologies_Executive_summary_May2013.pdf

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Timestamps:

(00:00) Introduction

(00:52) Inflation, Technology & The Macro Cycle

(02:21) We're Entering A Productivity Boom

(05:18) Artificial Intelligence

(09:08) Permissionless II Ad

(09:56) Investing In Disruptive Technology

(19:12) The Effect Of A.I's "Disruptive Innovation"

(24:15) Crypto

(31:00) Is Crypto A New Nation State?

(35:52) Research Ad

(36:41) Where Are We In The Market Cycle?

(45:20) Recession Fears Are Overblown

Return Of The Bull Market? | Weekly Round Up Jun 24, 2023

Show notes

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This week, Jack Farley host of the Forward Guidance podcast joins the show for a discussion on the biggest stories of the week.

With Bitcoin breaking past $30,000, equity indices reaching new bull market territory and many speculating that the Fed has finished hiking, we walk through the liquidity backdrop and if we are entering a new bull market, or not? To hear all this & more, you'll have to tune in!

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The Fed Won't Come To The Rescue Anytime Soon | George Goncalves Jun 21, 2023

Show notes

On todays episode of On The Margin George Goncalves MUFG's Head Of Macro Strategy joins the show for a discussion on the outlook for H2 2023.

Reflecting on the Fed's quest to fight inflation amidst their fastest hiking cycle in recent history, George outlines why the economy has remained resilient thus far, and how leading indicators are pointing to a further deceleration in the second half of 2023. To hear all this & more, you'll have to tune in!

To view George's slide deck mentioned in the episode, head over to the Blockworks Macro YouTube channel: https://www.youtube.com/@BlockworksHQ

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Is Global Liquidity Beginning To Resurge? | Weekly Round Up Jun 17, 2023

Show notes

This week, Mike & Mark discuss the busy news week beginning with the Fed's decision to pause rate hikes, leading many to believe this could be the end of the hiking cycle despite Powell's comments that “nearly all committee participants expect it will be appropriate to raise towards the end of the year”.

We then discuss the global liquidity picture as China hints at more stimulus, the Fed pauses & markets continue ripping higher. Finally, we take a look at Blackrock's Bitcoin ETF filing and wether this will be a net benefit or negative for the crypto space. To. hear all this & more, you'll have to tune in!

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Did The Federal Reserve Just Back Down? | Joseph Wang Jun 14, 2023

Show notes

On today's episode of On The Margin we invite Joseph Wang CIO at Monetary Macro for a discussion on Powell's press conference post FOMC. With Tuesday's CPI report coming in-line with expectations, the Fed Funds rate now rests above the year over year inflation number. The number one question market participants are now asking themselves is will the Fed continue to hike, or is the hiking cycle about to reverse? Luckily, we have the perfect guest to help answer that question, but to hear that, you'll have to tune in!

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Gensler Cracks Down On Coinbase & Binance, What Next? | Weekly Round Up Jun 10, 2023

Show notes

This week, Mike & Mark discuss the SEC lawsuits against Coinbase & Binance, what this means for exchanges & the U.S crypto industry going forward. We break down the nuances between the two different lawsuits and the separate allegations brought to the two titans in the crypto industry. To hear all this & more, you'll have to tune in!

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Markets Are Signalling A Recession Is Imminent | Eric Basmajian Jun 07, 2023

Show notes

On today's episode of On The Margin, Eric Basmajian Founder of EPB Research joins the show for a discussion on the business cycle slowdown that suggests a "recession is imminent". With Eric's research following leading, cyclical and lagging indicators, he manages to keep a pulse on the current economic environment and its ultimate impact on markets. To hear all this & more, you'll have to tune in!

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Timestamps:

(00:00) Introduction

(00:37) A Recession Is Imminent