Description
In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy!
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MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(00:49) The Rate Cutting Cycle
(05:09) Is The Economy Slowing?
(08:51) Will We See A Recession?
(11:02) The Small Cap Rotation
(13:34) Mantra Ad
(14:43) The Rise Of Fiscal Dominance
(18:12) The Election Impact
(21:34) Bitcoin As A Strategic Reserve Asset
(33:13) Permissionless Ad
(33:54) Oil & Energy
(42:05) Stocks, Bonds & The Three Pillar Portfolio
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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 we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI centralization, the outlook for Bitcoin and crypto, and much more. Enjoy!
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Follow Quinn:...
Published 09/07/24
In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break down GDP, the credit markets, and how to rethink asset allocation in today's market....
Published 09/04/24