On The Margin

386 Episodes

1. The "Debt Spiral" End Game | James Lavish

   Published: 11/29/2023
2. The U.S. Dollar Is Overvalued

   Published: 11/25/2023
3. Liquidity Is Rising, "Tug Of War" Between Stocks & Bonds | Julian Brigden

   Published: 11/23/2023
4. Rising Liquidity Is Supporting A Bull Market | Weekly Roundup

   Published: 11/18/2023
5. Fed's Stealth Liquidity Is Fueling A Stock Market Rally | Michael Howell

   Published: 11/15/2023
6. Bitcoin Bulls Are Back | Weekly Roundup

   Published: 11/11/2023
7. The Path To $100,000 Bitcoin | Adam Back

   Published: 11/8/2023
8. Huge Rally In Stocks & Bonds, What Comes Next? | Weekly Roundup

   Published: 11/4/2023
9. Andy Constan: Janet Yellen's Fueling A Massive Stock Market Rally

   Published: 11/3/2023
10. Michael Kao on November Fed Meeting, Treasury Refunding, & Bond Market Bear Steepening

    Published: 11/1/2023
11. Bursting Of The Sovereign Debt Bubble | Arthur Hayes

    Published: 11/1/2023
12. Bitcoin Breaks $35k, The Next Bull Market's Here | Weekly Roundup

    Published: 10/28/2023
13. Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability & the Boundaries Of Debt-Fueled Economic Growth

    Published: 10/26/2023
14. Bitcoin Bounces To $30k, The Bond Sell-Off Continues | Weekly Roundup

    Published: 10/21/2023
15. An "Ocean Of Liquidity" Is Reversing | Neal Berger

    Published: 10/18/2023
16. Inflation Has Peaked, Unless Oil Resurges | Weekly Roundup

    Published: 10/14/2023
17. Bond Market Sell-Off Will Drive Equities Lower | Andy Constan & Nick Givanovic

    Published: 10/11/2023
18. The Global Wrecking Ball: Surging Yields, U.S Dollar & Oil | Weekly Roundup

    Published: 10/7/2023
19. China's Old Economic Model Is Dying | Leland Miller

    Published: 10/4/2023
20. The Next Phase Of The Bond Bear Market | Weekly Roundup

    Published: 9/30/2023