Supply Shock

Latest Episodes:

Xi's Fiery Speech, Jobs Report, NYDIG World Domination Jul 03, 2021

Show notes

In this week's episode, Mike and Tyler covered Xi Jinping's 100th Anniversary speech, the jobs report, and NYDIG's recent spate of partnerships that make it one of the most important companies in crypto.

Also, referenced in this week's episode is this clip from Charlie Munger who agrees with the CCP censoring Jack Ma.

https://twitter.com/johncardillo/status/1410943453228306433

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Blockworks' upcoming conference Bretton Woods: The Realignment, is a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

https://blockworks.co/brettonwoods/margin

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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 On the Margin, visit http://blockworks.co/podcasts.

Tyler Neville on the Biggest Trends in Macro Jun 30, 2021

Show notes

In this episode of On the Margin I am joined by my co-host Tyler to discuss the biggest macro trends he sees playing out today. We discussed his background in finance, the rise of passive, the changing role of volatility, the shift from capital to labor, and the rise of digital assets and the role they play in the growth story.

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

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https://blockworks.co/brettonwoods/margin

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a16z Raises $2.2 Billion, Stocks Hit All Time Highs, Oil Rally Continues Jun 26, 2021

Show notes

Mike and Tyler kick off this episode of On the Margin with a SHAMELESS PLUG for Blockworks' upcoming conference Bretton Woods: The Realignment.

It's a 250 person exec only summit at the original Bretton Woods Hotel to discuss the future of the monetary system. Apply here to attend and learn more.

For this week's episode, Mike and Tyler cover a16z's $2.2 billion raise, the price-innovation cycle in crypto, US stocks hitting all time highs, oil's continued run up, and finally Robinhood rolling out IPO allocations.

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Anthony Scaramucci on Investing, Bitcoin and the Future of America Jun 23, 2021

Show notes

In this episode of On the Margin, I sit down with Anthony Scaramucci to discuss his early career, the founding of Skybridge, his move into Bitcoin, his thoughts on other crypto assets, and the future of America.

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FOMC Review, $1 Billion MicroStrategy Offering, Oil Hits Two Year High Jun 19, 2021

Show notes

In this episode of On the Margin, Mike and Tyler discuss why assets are predicting deflation post FOMC, why a high correlation between stocks and bonds means the death of the 60/40 portfolio, the $1 billion equity offering by Microstrategy, and the implications for the economy of rising oil prices.

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Inflation Hits 5%, BlackRock Gets Too Big, and Anti Trust Comes for Amazon Jun 12, 2021

Show notes

In this episode of On the Margin, Mike and Tyler cover the record CPI print showing 5% inflation, BlackRock and other institutional investors scooping up single-family homes, the Anti Trust bill that would break up Amazon, and El Salvador adopting Bitcoin as legal tender.

Inflation & the Coming Bull Run in Gold, Silver & Commodities | Tavi Costa Jun 09, 2021

Show notes

In this episode of On the Margin I am joined by Tavi Costa, Portfolio Manager on Crescat Capital. In this episode, Tavi breaks down his view on why we may be headed towards inflation, the three pillars of inflation, and why he thinks we are headed for a bull run in gold, silver and other commodities.

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Disappointing Jobs Report, Fed Unwinds Corporate Bonds, and Generational Inequality for Millenials Jun 05, 2021

Show notes

In this week's round up, Mike and Tyler cover the disappointing US jobs report and the market's reaction to it. In the month of May, the US added 559,000 jobs compared to expectations of 650,000. The funny thing? Stocks traded up.

They also covered the Fed's unwinding of its corporate bond purchases and the possibility of tapering, investor activism in Exxon, and a Bloomberg article on inequality between Baby Boomers, Gen X, and Millenials.

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Brent Johnson On Whether Inflation is Transitory or Enduring Jun 02, 2021

Show notes

In this episode of On the Margin, Brent Johnson of Santiago Capital discusses his views on whether or not CPI inflation is transitory or here to stay.

We cover Brent's view on the most recent CPI and PCE prints, why consumer prices are ticking up, and whether or not he thinks we are headed for inflation or deflation. We also did a review of Brent's famous "dollar milkshake theory," the impact of fiscal and monetary stimulus on the dollar, and why he believes a strong dollar is dangerous for global markets.

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$453 Billion Reverse Repo, China Restricts Commodities, Inflation Ticks Up, AMC Soars May 29, 2021

Show notes

In this week's episode of on the Margin, we cover:

・The $453 billion that has flown into the Federal Reserve's reverse repo facility

・Why there is too much liquidity in the system, and what that means for bonds and quantitative easing

・China's crackdown on Bitcoin, and how the real problem might be rising commodity prices and inflation

・Core PCE rose higher than expected, and Tyler and Mike disagree on whether or not inflation is transitory

・Financial nihilism with the rise of meme stocks like AMC and GameStop

We also detailed a first of its kind conference called Bretton Woods: The Realignment. The conference is dedicated to addressing the past, present and future of the monetary system.

Held at the same hotel as the original conference, leading economists, asset managers and financial institutions will gather to discuss what the future of the money will look like.

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