Supply Shock

Latest Episodes:

China Bans Crypto while Softbank and Tiger Global Move In Sep 25, 2021

Show notes

In this episode of the weekly round up, Mike and Mark cover stimulus payments, commercial bank lending, commodities, bankruptcies and liquidations, China's crypto ban and Softbank and Tiger Global's big move into digital assets.

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On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

Jim Bianco on Inflation, MMT, and DeFi's Disruption of Banking Sep 22, 2021

Show notes

In this episode of On The Margin, Mike is joined by Jim Bianco. Jim founded Bianco Research, L.L.C in 1990 and has served as President and Macro Strategist for nearly 20 years. In this episode Jim and Mike discuss inflation, MMT, the digital currency revolution and how DeFi can fix inefficiencies in the legacy banking system.

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

Learn more at https://onthemargin.link/matrixport

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.

For more information go to https://onthemargin.link/coinbase

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Evergrande Implosion, Crypto vs Internet Growth, 800 Year History of Inflation Sep 18, 2021

Show notes

In this weekly round up, Mike and Mark get deep into the Evergrande saga. They take a look at credit conditions in China's property sector, and dive into whether or not contagion is likely to spread into adjacent markets. They also cover Tesla and SpaceX, the adoption curve of crypto vs the internet, and the talent migration coming into digital assets.

Matrixport:

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

Learn more at https://onthemargin.link/matrixport

Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.

For more information go to https://onthemargin.link/coinbase

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On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

The Colliding Worlds of Macro and Crypto | Dan Tapiero Sep 15, 2021

Show notes

In this episode of On the Margin Mike is joined by Dan Tapiero. We invited Dan back to the podcast to discuss his recent $750 million capital raise for the 10T digital asset fund. With over 20 years in the hedge fund business working at firms such as Tiger Management, Steinhardt Partners & SAC Capital, Dan shares his thoughts on the current macro environment, how 10T approaches investing in crypto companies, the exponential growth of the digital asset ecosystem & the road to a $300,000 Bitcoin.

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Matrixport:

On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

Learn more at https://onthemargin.link/matrixport

Coinbase Prime:

On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.

For more information go to https://onthemargin.link/coinbase

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On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

US China Cold War Heats Up, SEC Sues Coinbase | Weekly Roundup Sep 11, 2021

Show notes

In this week's round up, Mike and Mark cover US investing activity in China, Soros' op-ed on Blackrock's investment decisions in China, and the SEC's decision to sue Coinbase over its lend product.

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On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

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On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/

The Link Between Housing and Wealth Inequality Sep 08, 2021

Show notes

In this episode of On The Margin, Mike is joined by Bill Blain. Bill is a strategist, specializing in alternative assets at Shard Capital, the award winning investment and asset management firm based in London, UK. Bill is also an industry recognized financial journalist, writing the daily newsletter 'Blain's Morning Porridge'. In this episode, Mike and Bill discuss the recent labor shortage and its effect on inflation, troubles in the U.S housing market, wealth inequality & if cryptocurrencies are a solution in search of a problem.

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On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

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If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

On The Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like On the Margin, visit http://blockworks.co/podcasts.

Paulson Calls Crypto Worthless, Gensler Crackdown, FTX.US Acquisition Sep 04, 2021

Show notes

In this weekly round up Mike welcomes new co-host Mark Yusko of Morgan Creek to the mix. Mike and Mark discuss expensive equity market valuations, slack in the labor market, John Paulson's comments on crypto, Gary Gensler's comments on crypto, and FTX.US plans for world domination.

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On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

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The Long Term Debt Cycle's Impact on the Economy / Darius Dale Sep 01, 2021

Show notes

In this episode of On The Margin Mike is joined by Darius Dale. Darius is the founder and CEO of 42 Macro, an investment research firm aiming to democratize the access to institutional-grade research, allowing investors to take advantage of changing market narratives using data driven signals. In this episode, Darius shares his thoughts on how investors should prepare for a slowdown in global growth, a rise in secular inflation, navigating both financial volatility and political risk, the fourth turning and the future of the U.S dollar.

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On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

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Powell Suggests Tapering, NFTs Boom, and Layer 1 Wars Heat Up Aug 28, 2021

Show notes

In this episode of the round up, Mike and Tyler discuss rising wages, home prices, the impact of Powell's suggestion to taper, the booming NFT market, and the layer 1 wars that are starting to heat up.

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On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

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SHOW LESS

How Credit Expansion Impacts Growth | Alfonso Peccatiello Aug 25, 2021

Show notes

In this episode of On The Margin Mike is joined by Alfonso Peccatiello. Alfonso is the author of the weekly online newsletter The Macro Compass. Alfonso shares his thoughts on the signs of slowing structural growth, financial repression, the effect of quantitative easing, reverse repos and how a Bitcoin standard would affect a credit driven economy.

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On the Margin is brought to you by Matrixport, Asia’s fastest growing digital asset platform.

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