On The Margin

386 Episodes

1. Debating The Impact Of A Bitcoin Strategic Reserve | Travis Kling

   Published: 12/23/2024
2. This Is Peak Hawkishness From The Fed | Joseph Wang

   Published: 12/18/2024
3. Convertible Bond Expert Breaks Down Why MicroStrategy Is Soaring | Richard Byworth

   Published: 12/10/2024
4. The Everything Code: Debt, Demographics, And The Infinite Human Future | Raoul Pal

   Published: 12/3/2024
5. Are You Ready For The 1st Turning? | Michael Millerman

   Published: 11/27/2024
6. Everything You Need To Know About The New Bitcoin ETF Options | Jeff Park

   Published: 11/21/2024
7. Why Bitcoin Miners Are Pivoting To AI Data Centers | Josh Solesbury

   Published: 11/11/2024
8. What People Get Wrong About MicroStrategy’s Bitcoin Plan | Dylan LeClair

   Published: 11/4/2024
9. The BTC/ETH ETF Flows Are Just Getting Started | Matt Hougan

   Published: 10/17/2024
10. The Economy is in Goldilocks | Ram Ahluwalia

    Published: 10/15/2024
11. The Great BTC ETF Debate: Bearish or Bullish?

    Published: 10/11/2024
12. The Last Bitcoin Cycle That Matters | Charles Edwards

    Published: 9/26/2024
13. The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish

    Published: 9/19/2024
14. Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup

    Published: 9/14/2024
15. Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell

    Published: 9/12/2024
16. Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup

    Published: 9/7/2024
17. Why The Fed Shouldn’t Cut Rates | Eric Wallerstein

    Published: 9/4/2024
18. NVIDIA Passing The Baton From Growth To Value | Weekly Roundup

    Published: 8/31/2024
19. The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell

    Published: 8/28/2024
20. The Fed Put Is In & Global Easing Has Begun | Weekly Roundup

    Published: 8/24/2024