Supply Shock

Andy Constan, the founder of Damped Spring Macro Research, and Bob Elliott, CIO at Unlimited Funds, discuss the emerging signs of a recessionary slowdown and the impact of U.S. treasury issuance on the bond market. They explore topics such as central banks' inflation fight, the repricing of the bond market, and the performance of hedge funds in 2023.

This podcast discusses the rise in bankruptcies in the U.S., dangers of a dominant culture, philosophical camps on growth, underfunded pensions, inflation projections, and insights on building a hedge fund.

Cameron Dawson, Chief Investment Officer at NewEdge Wealth, joins the show to discuss the impact of higher interest rates. They analyze Powell's shifting stance, factors behind the resilience of US economic growth, implications of credit card debt, Federal Reserve priorities, and compare earnings of Apple and Nvidia.

This week, the podcast discusses Grayscale's victory against the SEC and the potential approval of a Bitcoin ETF. They explore various topics such as the rise of Bitcoin spot ETF and futures ETF, roll costs in commodities ETF trading, SEC's decision on Bitcoin ETF, the recent court case between Grayscale and the SEC, factors impacting the cryptocurrency market, crypto factions and soft employment, and the potential role of DeFi in lending.

Charles Edwards, founder of Capriole Investments, discusses the positive setup for Bitcoin in 2024. They explore indicators like on chain data, Bitcoin's halving schedule, and Grayscale's win vs the SEC. The relationship between liquidity conditions and Bitcoin price, the potential impact of crises, and the bullish setup for Bitcoin in 2024 are also discussed.

This podcast discusses a range of interesting topics such as the recent sell-off in Bitcoin, China's economic slowdown, the housing market, the historical background of oil and gasoline, propaganda in media, and the trade-offs of unhealthy food and healthcare.

Former hedge fund manager turned private investor Michael Kao and Co-Founder at Malmgren-Glinsman Partners Nick Glinsman discuss China's debt problem, real estate headwinds, and battle with deflation. They explore the impact of the 'U.S Dollar wrecking ball' in Asia and the future of the U.S treasury market. Other topics include the implications of embracing the US dollar, lack of cooperation between PBOC and Fed, sovereign debt Jubilee, weaknesses in central bank minds, and geopolitical perspectives on economic instabilities.

In this episode, Ivy Zelman, Founder and CEO of Zelman & Associates, discusses the health of the U.S. housing market in 2023, the impact of low mortgage rates on people's incentive to move, and the resilience of the housing market despite rising rates. They also compare the housing markets of 2020-2021 and 2004-2005, explore the current state of the housing market and its potential downturn, analyze the impact of demographics on housing demand, discuss the balance between supply and demand in the housing market, and explore the long-term impact of climate risks on real estate.

Neil Howe, author of The Fourth Turning, discusses the current generational cycle in America and the origins of a fourth turning. They explore economic and societal cycles throughout history, the rebuilding of institutions, and the role of conflict in fostering teamwork and societal progress. Also mentioned is the upcoming Permissionless Conference in Austin, Texas, and the importance of attending for those interested in the crypto space. Overall, an insightful and thought-provoking discussion.

We apologise for audio issues on todays episode!—Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX—This week, Mike & Mark take a deep dive into July's inflation data. Despite inflation ticking up due to base effects, the trend across developed economies remains disinflation, while China finds itself battling outright deflation.How will China's economic slowdown impact the global economy & markets? To hear all this & more, you'll have to tune in!—Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Mark: https://twitter.com/MarkYuskoFollow Michael: https://twitter.com/MikeIppolito_Follow Blockworks: https://twitter.com/blockworks_—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/—Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023—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.