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This week, Jim Bianco Founder of Bianco Research joins the show for a wide ranging discussion into macro, crypto & what investors should expect in 2024.
We discuss how to adjust to the end of the 40 year bond bull market, whether the Bitcoin ETF is a positive or negative for the permissionless ethos of crypto & Jim's outlook for the year ahead. To hear all this & more, you'll have to tune in!
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Referenced In The Show:
https://twitter.com/shekfu/status/1740523952362135662/photo/1
Joseph Wang's Markets Outlook 2024: https://www.youtube.com/watch?v=qcU93QeV8X8
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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Timestamps:
(00:00) Introduction
(01:08) Reflecting On 2023
(03:04) DAS London Plug
(04:22) The End Of The 40 Year Bond Bull Market
(11:44) Inflation & Real Rates In 2023
(15:32) Jim's Outlook For 2024
(27:28) Blockworks Research Ad
(28:15) The Bitcoin ETF
(52:19) Final Thoughts
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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.
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