This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy!
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Timestamps:
(00:00) Introduction
(02:13) Jackson Hole Speech
(08:17) Employment Outweighing Inflation
(09:33) Zaheer's Macro View
(11:18) Housing Comeback
(13:49) Polkadot Ad
(14:26) Global Liquidity
(18:01) Credit Isn't The Problem
(23:02) New Cycle Of Investing
(26:22) Kamala's Economic Policies
(34:45) Permissionless Ad
(35:27) Crypto Regulation
(42:27) Election Impact On Crypto
(44:19) Crypto Market Outlook
(50:42) The Bull Market Hasn't Even Started
(54:55) Altcoins
(59:21) Attributes Of Value
(01:01:37) Don't Fight The Fed
(01:03:11) Polkadot Ad
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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.
