Supply Shock

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.

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--Subscribe To Empire On YouTube: https://tinyurl.com/4fdhhb2jSubscribe To Empire On Apple: https://tinyurl.com/mv4frfv7Subscribe To Empire On Spotify: https://tinyurl.com/wbaypprw--This is a special episode taken from the Empire podcast hosted by Blockworks Co-Founder Jason Yanowitz, private investor Santiago Santos & Framework Ventures Co-Founder Michael Anderson.On todays episode we deep dive into the Blockworks origin story. We start at the very beginning in 2017, leading all the way through to 2023 & the ensuing 18 months ahead. We discuss the challenges of scaling a business, surviving March 2020, the evolving thesis for Blockworks' growth & trajectory and what it takes to build a great media business in the 21st century. To hear all this & more, you'll have. to tune in!--Follow Michael I: https://twitter.com/MikeIppolito_Follow Jason: https://twitter.com/JasonYanowitzFollow Michael A: https://twitter.com/im_mandersonFollow Santiago: https://twitter.com/santiagoroelFollow Empire: https://twitter.com/theempirepodGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ --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--Timestamps:(00:00) The Blockworks Start(08:20) Entrepreneur Mindset Origination(11:42) Determining Product Categories(19:18) The March 2020 Pivot(24:12) Competitive Landscape(30:26) The Hiring Difference(34:36) Cycle Sentiment Check-in(39:24) Aligning Teams in Crypto(43:37) Target Audience(47:04) Permissionless(48:30) Evolving Thesis Approach(57:03) Narrative Pulse Check-in(01:00:02) Crypto's Killer App(01:02:38) Why Back Blockworks?(01:13:11) The Biggest Mistake(01:16:16) The DAO Thesis(01:23:12) Staying Interested Advice--Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

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 discuss the volatile week in markets as the long end of the U.S bond market began selling off on Wednesday. We discuss the potential catalysts including increased treasury issuance, the BoJ's yield curve control tweak & Fitch's downgrade from AAA to AA+. Finally we walk through the highly anticipated earnings from Apple & Amazon, which saw mixed results leading to a bout of short term volatility in markets to end the week. 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.

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX—On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year.Questioning the soft landing narrative, Jesse expects a deterioration in economic data in the coming months at a time when sentiment is as bullish as ever. We also discuss the current state of the U.S fiscal situation, the BoJ's surprise yield curve control tweak & the path ahead for the U.S Dollar. To hear all this & more, you'll have to tune in!—Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Jesse: https://twitter.com/jessefelderFollow 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—Timestamps:(00:00) Introduction(01:07) Where Are We In The Cycle?(07:37) Bear Market Rally, Or New Bull Market?(11:47) Permissionless II Ad(12:36) Sentiment & Valuations(16:58) "At Some Point The Bond Market Takes Away The Money Printer"(21:28) The Bank of Japan Surprises Markets(31:15) Research Ad(32:28) The Path Ahead For The Dollar(36:41) While Monetary Policy Tightens, Fiscal Continues Spending(38:45) Is The Inflation Fight Really Over?--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.

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—After many weeks apart, Mark & Mike reunite to discuss the top stories of the week. In the midst of earnings season, we take a look at the bull market of 2023 & discuss whether the rally has further to run, or not?We also discuss the FOMC meeting which saw the Fed hike 25bps to the highest level in 22 years. With all the positive U.S economic data being released, will the Fed be able to achieve it's desired soft landing? To hear Mark & Mike's outlook on earnings, FOMC & the path forward for the second half of 2023, 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.

Follow Lightspeed on YouTube: https://bit.ly/43o3SykFollow Lightspeed on Apple: https://apple.co/3OhiXgVFollow Lightspeed on Spotify: https://spoti.fi/3OkF7PD--This is a special episode of Lightspeed, Blockworks' newest podcast, where we interview Balaji Srinivasan and Akshay BD to discuss crypto networks, sovereignty and the practicality of decentralization. If you only tune in to one episode of Lightspeed, this is it. We discuss if crypto is a bet on tech or financial collapse, blockchain infrastructure ideologies, Balaji's Network State, how to build effective communities, the future of open source, combatting tribalism and more! We're dropping this episode here as we think you'll want to add Lightspeed to your podcast lineup!--Follow Balaji: https://twitter.com/balajisFollow Akshay: https://twitter.com/akshaybdFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023--Timestamps:(00:00) Introduction(03:01) Is Crypto a Bet on Tech or Financial Collapse?(08:04) Appchains vs Monolithic vs Modular Ideology (13:07) Why Akshay Joined the Solana Community(15:54) Permissionless Promo(16:54) The Network State(31:21) Market Depth and the Overton Window(37:25) How to Build Effective Communities(43:43) Three Ways to Align People(50:11) How to Combat Tribalism(01:03:54) Crypto has PMF, Regulation is Holding it Back(01:14:57) Will Centralized Companies Embrace Open Source?(01:17:28) Advice for Startup Founders--ResourcesJitojito.networkThe Network Statehttps://thenetworkstate.com/The Network State (Balaji, Estonia 2015)https://teleport.org/blog/2015/07/the-network-state/Software is Reorganizing the World (Balaji, 2011)https://www.wired.com/2013/11/software-is-reorganizing-the-world-and-cloud-formations-could-lead-to-physical-nations/The Secret Document That Transformed Chinahttps://www.npr.org/sections/money/2012/01/20/145360447/the-secret-document-that-transformed-chinaSuperTeamhttps://superteam.fun/https://twitter.com/SuperteamDAO- - Disclaimers:Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--On today's episode of On The Margin, Jim Bianco Founder of Bianco Research LLC joins the show to break down Powell's comments after the Fed raises rates 25bps to a 22-year high. Will this rate hike mark the end of the Fed's hiking cycle, or could we see a resurgence in inflation as month over month base effects begin to impact the year over year headline CPI number. To hear all this & more, you'll have to tune in!--Follow Jim: https://twitter.com/biancoresearchFollow On The Margin: https://twitter.com/OnTheMarginPodFollow 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 PODS20 to get 20% 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.

Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueYFollow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2FFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--With Mike & Mark out, Jack Farley of the Forward Guidance podcast joins Blockworks' very own newsletter writer Byron Gilliam for a wide raging discussion on the top stories of the week.With the recent Ripple vs SEC ruling, we discuss what impact this has for not only Ripple, but the crypto industry more broadly as many view this as a big win for the industry. We then dive deep into earnings with a number of companies reporting this week, and many more reporting next week. Will the big tech led bull run continue, or is this new bull market approaching a mania phase? To hear all this and more, you'll have to tune in!--Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Jack: https://twitter.com/JackFarley96Follow Byron: https://twitter.com/bgilliam1982Follow 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 codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissio...--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.

Follow Forward Guidance On Spotify: https://spoti.fi/3Y0oueYFollow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2FFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--Alfonso Peccatiello, founder of The Macro Compass, returns to Forward Guidance to discuss why there's no U.S. recession as of yet, how long is the lag of rate hikes' effect on the economy, and why bonds haven't performed well despite a rapid fall in inflation. Jack and Alfonso debate whether central banks print money, and Alfonso poses a spirited challenge to the predictive power of liquidity (bank reserves) on risk assets. Filmed on July 12, 2023.--Follow Alfonso: https://twitter.com/MacroAlfFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow On The Margin on Twitter https://twitter.com/OnTheMarginPodFollow Blockworks on Twitter https://twitter.com/Blockworks_The Macro Compass: https://t.co/zmbDLZ99iN--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 PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023--Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:https://rb.gy/5weeywMarket commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos--(00:00) Introduction(00:33) The Recession That Didn't Show Up(11:48) How Big Is The Tightening of Credit Availability?(20:33) Is Quantitive Easing (QE) "Money Printing"? Jack & Alf Debate(30:12) Money Printing Type #1: Fiscal Deficits(39:13) Money Printing Type #2: Bank Lending(47:20) Money Printing Type #3: Non-Bank Lending(50:37) Can "Liquidity" Explain Market Returns? Alf Says No!(01:02:01) Why Haven't Bonds Performed As Inflation Has Fallen?(01:07:51) When Recession?—Disclaimer: Nothing discussed on Forward Guidance or 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.