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!

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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

(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

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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.

Episode 03 - Castaway

Tiny Game Chronicles

Intro

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