Supply Shock

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.

With Mike out, Jack Farley of the Forward Guidance podcast fills in to guest-host this episode. Mark and Jack talk about everything from the Knights Templar to the potential approval of Blackrock's spot Bitcoin ETF.--Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Mark: https://twitter.com/MarkYuskoFollow Jack: https://twitter.com/JackFarley96Follow Blockworks: https://twitter.com/blockworks_--Use code GUIDANCE20 to get 20% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/--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/__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 Nick Glinsman Co-Founder at Malmgren-Glinsman Partners joins the show for a discussion on the current global macro outlook in 2023 as we enter the second half of the year.While central banks continue to fight fiscal driven inflation using monetary policy, Nick argues that financial conditions are still too loose as markets continue to rally, credit remains contained & most importantly the labor market remains near record low unemployment. After taking us on a global tour of the inflation situation in the U.S, U.K & Europe Nick shares why China is actually battling deflation, and what the path ahead for the PBOC could look like. To hear all this & more, you'll have to tune in!--Follow Nick: https://twitter.com/nglinsman Follow Mike: https://twitter.com/MikeIppolito_Follow On The Margin: https://twitter.com/OnTheMarginPodFollow 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--Referenced In The Show:Malmgren Institute LLC: https://d5d0c2-2.myshopify.com/--Timestamps:(00:00) Introduction(00:33) The Labour Market Remains Strong... For Now(09:53) Quantitative Tightening & Liquidity(15:09) Permissionless II Ad(15:58) The Fed's Stuck Between A Rock & A Hard Place(16:40) An Update On The March Banking Turmoil(22:00) The Power Of Fiscal Policy(23:54) Debt, Demographics & Deglobalization(28:57) Is The UK Economy In Crisis?(38:35) Research Ad(39:24) Further Risks For Private Equity?(41:04) Why Is China Battling Deflation(51:44) Is China's Liquidity Impulse Really Stimulative?--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.

This week, Mark returns to the weekly roundup after a two week hiatus! We dive straight into the biggest story of the week as Larry Fink took to the airwaves with a switched stance on Bitcoin weeks after BlackRock, the largest asset manager in the world, filed for their highly anticipated spot Bitcoin ETF. We discuss the implications of a spot Bitcoin ETF being approved, and in Mark's own words, it would be a "big big deal". To hear all this and more, you'll have to tune in!--Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Mark: https://twitter.com/MarkYuskoFollow Mike: 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 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 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, Lyn Alden of Lyn Alden Investment Strategy joins the show for a discussion on the biggest driver of markets over the past 3 years... inflation.Early to the inflation call in 2020/2021, Lyn walks through both the cyclical vs structural outlook for inflation in 2023 & beyond. Lyn walks through the rise of fiscal dominance and attempts to answer the question will high interest rates fix high inflation? To hear all this & more, you'll have to tune in!--Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Lyn: https://twitter.com/LynAldenContactFollow 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--Referenced In The Show: Do High Interest Rates Fix High Inflation? https://www.lynalden.com/inflation-vs-interest-rates/--Timestamps:(00:00) Introduction(00:50) Inflation(06:18) The Rise Of Fiscal Dominance(13:14) Cyclical vs Secular Inflation(15:33) Permissionless II Ad(16:21) Inflation Today vs The 1940's(28:14) Research Ad(29:04) What Is The End Game?(36:55) Investing In This Environment(41:42) Housing & Real Estate(45:57) How Changing Technology Drove The Evolution Of Money--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/3poBcr6Follow Forward Guidance On Apple Podcasts: https://apple.co/3hXQu2FFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX__This week, as Mark continues his tour around Europe, Jack Farley host of the Forward Guidance podcast joins the show to discus the top stories of the week. As economic data & growth remains resilient, markets continue rallying despite negative sentiment coming into the year. We discuss whats in store for the second half of the year & whether the Fed will get their soft landing?—Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Jack: https://twitter.com/JackFarley96Follow 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.

On today's episode of On The Margin, Jordi Visser a veteran money manager & currently President and CIO, Weiss Multi-Strategy Advisers joins the show for a discussion on the disruptive technologies changing the investing landscape in 2023.With the release of ChatGPT in 2022, a tidal wave of investment & excitement has resurged around the promise of A.I. In this episode, Jordi walks through the opportunities this technology can provide in 2023 & beyond. To hear how Jordi approaches investing in disruptive technology, you'll have to tune in!--Follow On The Margin: https://twitter.com/OnTheMarginPodFollow Jordi: https://twitter.com/jvisser_weissFollow Michael: https://twitter.com/MikeIppolito_Follow Blockworks: https://twitter.com/blockworks_--Referenced In The Show:Disruptive technologies: Advances that will transform life, business, and the global economy: https://www.mckinsey.com/~/media/McKinsey/Business%20Functions/McKinsey%20Digital/Our%20Insights/Disruptive%20technologies/MGI_Disruptive_technologies_Executive_summary_May2013.pdf--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--Timestamps:(00:00) Introduction(00:52) Inflation, Technology & The Macro Cycle(02:21) We're Entering A Productivity Boom(05:18) Artificial Intelligence(09:08) Permissionless II Ad(09:56) Investing In Disruptive Technology(19:12) The Effect Of A.I's "Disruptive Innovation"(24:15) Crypto(31:00) Is Crypto A New Nation State?(35:52) Research Ad(36:41) Where Are We In The Market Cycle?(45:20) Recession Fears Are Overblown--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.