Supply Shock

Latest Episodes:

The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal Jul 03, 2024

Show notes

This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning & how all these factors impact markets. Enjoy!

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On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Timestamps:

(00:00) Introduction

(02:17) The Liquidity Cycle

(09:26) Trouble In Japan's FX Market

(13:00) Mantra Ad

(14:06) Financial Repression

(15:43) Diversification Is Dead

(20:12) The Age Of Debt

(27:25) Permissionless Ad

(28:06) The Crypto Thesis

(39:28) The Banana Zone

(46:10) Changing Your Investment Framework

(48:55) The Fourth Turning

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.

Rate Cuts Are Coming | Weekly Roundup Jun 29, 2024

Show notes

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This week, we discuss the latest in markets after the presidential debate between Biden & Trump. We deep dive into how markets would react to a Biden vs Trump win in November, the indicators suggesting the Fed will need to cut rates soon, crypto's setup into H2 2024 & Friday's PCE print. Enjoy!

Follow Quinn: https://x.com/qthomp

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On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.

Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes Jun 26, 2024

Show notes

This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy!

Follow David: https://x.com/EconstratPB

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Timestamps:

(00:00) Introduction

(01:00) The Fed's Already Got Their Soft Landing

(08:14) The Economy Is Slowing

(11:34) Mantra Ad

(12:44) When Will The Fed Cut Rates?

(17:15) How To Make Macro Actionable

(29:15) Permissionless Ad

(29:54) The U.S Fiscal Dilemma

(32:18) Can Stocks Continue To Rally In 2024?

Are Markets Beginning To Roll Over? | Weekly Roundup Jun 22, 2024

Show notes

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This week, we discuss are markets beginning to roll over as market breadth continues to widen. We then deep dive into the U.S election impact, inflation & are we entering a growth slowdown? Enjoy!

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Liquidity Will Soon Rise | Joe McCann Jun 19, 2024

Show notes

This week Joe McCann joins the show for a discussion on the current backdrop for macro & crypto. As markets anticipate Fed rate cuts, will stocks & crypto continue to rally if a resurgence in liquidity is around the corner? Enjoy!

Follow Joe: https://x.com/joemccann

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Timestamps:

(00:00) Introduction

(01:08) Combining The Worlds Of Macro & Crypto

(09:46) The Crypto Thesis

(14:22) Solana

(21:53) Bitcoin

(25:18) Rate Cuts Are Coming

(31:00) Takeaways From FOMC

(39:30) Liquidity Is About To Resurge

What's The End Game For Inflation? | Weekly Roundup Jun 15, 2024

Show notes

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

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This week, we discuss our takeaways from this weeks crucial CPI & PPI prints alongside the Fed's slightly hawkish FOMC meeting. We deep dive into the current market structure & discuss whether or not this rally could be about to enter a couple months of weakness? Enjoy!

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang Jun 13, 2024

Show notes

This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 & why markets will actually crash up instead of down. Enjoy!

Follow Joseph: https://x.com/FedGuy12

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Timestamps:

(00:00) Introduction

(01:14) FOMC Meeting Takeaways

(10:30) The U.S Labour Market

(12:56) Mantra Ad

(14:05) Stocks Will Continue To Crush Bonds In 2024

(16:43) Rate Cuts Are Coming... And It's Bullish

(19:51) Gold, Commodities & Bitcoin

(23:45) Crypto's Wealth Effect

(27:55) Is There A Bear Case For Equities?

(30:14) Permissionless Ad

(30:52) Monetary Plumbing & The QT Taper

(34:32) Presidential Elections & Their Impact On Markets

Beginning Of The Rate Cutting Cycle, Time To Be Bullish? | Weekly Roundup Jun 08, 2024

Show notes

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

This week, we discuss are we at the beginning of a global rate cutting cycle as the ECB, BoC & SNB have all lowered interest rates. How will this impact markets in the second half of 2024? Enjoy!

Follow Quinn: https://x.com/qthomp

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow Mike: https://twitter.com/MikeIppolito_

Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Exploring Crypto's Modular Path | Rex & NoSleepJon Jun 06, 2024

Show notes

In this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem.

Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultural and technical aspects, and how this new ecosystem is poised to disrupt existing technologies. Thanks for tuning in!

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Subscribe on YouTube: https://www.youtube.com/@expansionpod

Subscribe on Apple: http://apple.co/4bGKYYM

Subscribe on Spotify: http://spoti.fi/3Vaubq1

Follow Zon: https://x.com/ItsAlwaysZonny

Follow Keone: https://x.com/keoneHD

Follow Rex: https://x.com/LogarithmicRex

Follow nosleepjon: https://x.com/nosleepjon

Follow Expansion: https://x.com/ExpansionPod_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps

(00:00) Introduction

(05:07) Modularity in Crypto

(18:50) Sovereignty & ZK with Modularity

(25:30) Value Accrual in Crypto

(35:11) Surviving Fragmentation

(43:23) Modularity Ecosystem Competition

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Disclaimer

Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies Jun 05, 2024

Show notes

This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy!

Follow Warren: https://x.com/WarrenPies

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Timestamps:

(00:00) Introduction

(01:23) Oil, Rates & The Global Cutting Cycle

(15:58) Avalanche Ad

(17:19) Mantra Ad