On The Margin

Host Michael Ippolito sits down with one of the most gifted minds in macro to discuss current events in markets, asset management, and the continued adoption of digital assets.

Episodes

The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week Jack Farley joins us to discuss the biggest stories of the week...

The Ethereum ETF Turning Point | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week we discuss the Ethereum ETF approval & what it means for ETH..

The Ethereum ETF Is Approved | Eric Balchunas & James Seyffart

We apologise for any video/audio issues this episode!--This episode Eric Balchunas & James Seyffart join the show to discuss the sudden Ethereum ETF approval shock that surprised markets this week. Enjoy!--Follow Eric:..

Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan

This episode Danny Dayan joins the show alongside Felix Jauvin for a discussion on the problem the Fed faces as inflation remains too high. Making the argument for another rate hike in..

The Biggest Risk Is A Market Melt-Up | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week we discuss the bullish setup for an everything rally. After a bullish..

What Stops The Runaway U.S Fiscal Trainwreck? | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week we discuss the current U.S fiscal situation. What impact will elections have..

Powell's Bullish Signal To Markets | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week we discuss the bullish setup post FOMC & QRA. We also discuss..

Surging Liquidity Is Fueling Higher Inflation | Bob Elliott

This week Bob Elliott joins the show post FOMC to discuss what is driving markets in 2024. We discuss why inflation remaisn too high, why the bond market needs to tighten financial..

Huge Earnings Beat For Big Tech | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week we discuss big tech earnings & the role of fiscal dominance on..

Inflation Still Isn't Going Back To 2% | Vincent Deluard

This week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining the show in February 2023, Vincent was an early inflationista making the..

The Bitcoin Halving Impact | Weekly Roundup

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week we discuss the macro forces driving markets, the 2024 Bitcoin halving and..

The 2024 Bitcoin Halving | Chris Kuiper

We apologize for video/audio lag in today's episode!--Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--This week Chris Kuiper Director of Research..