Inflection Point

Latest Episodes:

Financial nihilism and political volatility | Demetri Kofinas Aug 11, 2021

Show notes

In this episode of On The Margin Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri discusses a wide range of topics from financial nihilism, political volatility, the fourth turning, China vs U.S relations and what prospects decentralization can offer to society.

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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/events/brettonwoods/

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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.

Fidelity Director of Macro on Financial Repression and Bitcoin Aug 04, 2021

Show notes

In this episode Mike is joined by Jurrien Timmer, Director of Global Macro at Fidelity. Jurrien discusses the markets' record high valuations, inflation's effect on bond yields, financial repression, Bitcoin and Plan B's stock to flow model. Taking a 10,000 foot view, Jurrien highlights how investors can prepare for this period of financial repression and generate returns in a high debt, low yield environment.

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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/events/brettonwoods/

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Globalization, Decentralization & Innovation post COVID | Pippa Malmgren Jul 28, 2021

Show notes

We couldn't be more thrilled in welcoming Pippa Malmgren to On The Margin who shares valuable insights on the effects of globalization, financialization, creative destruction, debt restructuring, the effects of innovation and crypto fits into her outlook. You are not going to want to miss this one!

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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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The Roundup: JP Morgan Offers Crypto, China Education Clampdown, Evergrande Debt Reckoning Jul 24, 2021

Show notes

In this episode of On the Margin, Mike and Tyler discussed JP Morgan's new crypto stock offering, China's clampdown on education companies, and Evergrande's growing debt concerns and the potential connection to Tether.

Special Note: This week we are debuting a NEW format. Give us your thoughts in the comments and let us know what you liked (or hated!)

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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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Jeff Snider on the Eurodollar System's Impact on Inflation Jul 21, 2021

Show notes

In this episode I am joined by Jeff Snider, Head of Global Investment Research at Alhambra Investments. We discussed why the biggest problem we are facing today is a dollar shortage, the makeup and history of the Eurodollar system, the tensions inherent to being the issuer of the global reserve currency, wealth inequality, his thoughts on inflation vs deflation, and finally the growth of the crypto ecosystem.

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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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The Roundup: Larry Finks Calls for Inflation, Powell's Speech, Bank Earnings Jul 17, 2021

Show notes

In this round up, Tyler, Mike and Casey cover Larry Fink's call for sustained inflation, June's 5.4% CPI print, Powell's speech, the relationship between the Fed and Treasury, bank earnings, and finally where the crypto market is.

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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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Teddy Vallee on the Dollar, Equities and Bitcoin Jul 14, 2021

Show notes

In this episode of On the Margin, I am joined by Teddy Vallee of Pervalle Global Capital to discuss his views on the various asset classes. We cover his views on the dollar, what a strong and weak dollar would mean for the economies, his framework for analyzing equities, his thoughts on volatility, and finally Bitcoin and crypto as an asset class.

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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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The Roundup: Inflation vs Deflation, Crypto Exchanges, and Commercial Bank Lending Jul 10, 2021

Show notes

In this episode of On the Margin, Mike and Tyler are joined by Blockworks reporter Casey Wagner to discuss a debate on inflation vs deflation, the future of crypto exchanges and banks, and the lack of lending coming from commercial banks.

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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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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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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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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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