On The Margin

391 Episodes

1. 2024 Fed Pivot Fueling The Everything Rally | Weekly Roundup

   Published: 12/16/2023
2. Bitcoin ETF: A Positive Catalyst For Crypto's Reflexivity | Tim Grant

   Published: 12/13/2023
3. Bitcoin, Stocks & Bonds Rally - Is It Sustainable? | Weekly Roundup

   Published: 12/9/2023
4. Bitcoin Breaks $40,000, What Next? | Quinn Thompson

   Published: 12/6/2023
5. Bitcoin Approaches $40,000 | Weekly Roundup

   Published: 12/2/2023
6. The "Debt Spiral" End Game | James Lavish

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Published: 10/18/2023