In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy!
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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/
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(00:49) The Rate Cutting Cycle
(05:09) Is The Economy Slowing?
(08:51) Will We See A Recession?
(11:02) The Small Cap Rotation
(13:34) Mantra Ad
(14:43) The Rise Of Fiscal Dominance
(18:12) The Election Impact
(21:34) Bitcoin As A Strategic Reserve Asset
(33:13) Permissionless Ad
(33:54) Oil & Energy
(42:05) Stocks, Bonds & The Three Pillar Portfolio
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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.
