Supply Shock

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.

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.