In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. 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
(00:32) FOMC Takeaway's
(03:24) The Economy Is Strong, Should The Fed Cut Rates?
(11:03) Mantra Ad
(12:10) Why Is This Economic Cycle Different?
(17:56) QRA & The QT Impact
(22:08) What's The Trade?
(28:27) Permissionless Ad
(29:05) Stock Market Rotation & The Yen Carry Trade Unwind
(37:51) What's Next For Markets?
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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.
