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The Fed's Forward Guidance is no more with Nick Timiraos
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MAPPI
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A panel from the Digital Asset Summit 2021 in New York City featuring Michael Shaulov, Tushar Jain, Ben Forman, and Jonathan Steinberg. Moderated by Michael Ippolito.
Want more content like this? Join us in London on November 15th and 16th for the DAS: London. Use code YOUTUBE for £75 off your ticket. Buy tickets here: https://blockworks.co/events/das-london/
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https://www.youtube.com/watch?v=uSq9JkkuXWc
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THE A
the-art-of-macro-portfolio-construction
On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled "On The Art Of Macro Portfolio Construction".
Many investors have a macro thesis, but how can you translate that into an actionable portfolio? Alfonso breaks down how he approaches portfolio construction by walking through his macro compass model and how these 4 quadrants can influence asset allocation for different periods of the business cycle.
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Read On The Art Of Macro Portfolio Construction: https://themacrocompass.substack.com/p/macro-portfolio-construction#details
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Timestamps:
00:00 Introduction
02:21 The Macro Compass Model
06:03 CAD/JPY
09:06 Structuring A Portfolio With Limited Correlations
12:33 Final Thoughts
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Disclaimer: Nothing discussed on Boiler Room 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.
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https://www.youtube.com/watch?v=_myP3htstU4
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HIGHL
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Check out the full episode at http://UntoldStories.com
Listen on Apple: https://apple.co/3c5Qt3l
Listen on Spotify: https://spoti.fi/2TL9Qsd
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This podcast is powered by BlockWorks Group. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at https://blockworksgroup.io
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https://www.youtube.com/watch?v=0No5GVtouMA
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BITCO
bitcoin-etf-a-positive-catalyst-for
Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T
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This week, Tim Grant CEO of Deus X Capital joins the show for a discussion on where to find the best opportunities in crypto. We discuss Blackrock's ETF, the differences between web2 vs web3 business models & crypto's reflexivity as an asset class. To hear all this & more, you'll have to tune in!
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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount: https://blockworks.co/event/digital-asset-summit-2024-london
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/
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00:00 Introduction
06:00 Investing In Crypto
13:23 Web2 vs Web3
20:41 DAS London Plug
21:42 Reflexivity In Crypto
29:23 The Bitcoin ETF
39:52 Blockworks Research ad
40:40 The Best Opportunities In Crypto
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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.
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https://www.youtube.com/watch?v=aB_2dPw4gIU
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Controlling
VIDEO
NVIDI
nvidia-reignites-a-global-rally-in-a.i.
Despite Fitch putting the US's credit rating on negative watch, global markets are largely brushing off debt-ceiling risk. Weston Nakamura comments on the knee-jerk market reaction to the Fitch headline of strength in the yen and in gold, and also provides color on how the largest foreign creditors to the United States, the Japanese institutional investors, are viewing a potential US default, and what they are doing in the US Treasury markets. Weston also provides a potential trade set up in the event of a US technical default outcome.
Weston then discusses the massive market impact on Asia shares during the trading session off of Nvidia's huge guidance beat - as Advantest, Tokyo Electron, TSMC, SK Hynix and other stocks across the Asia region rallied, and thereby lifted the Nikkei225 index back into positive territory.
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Disclaimer: Nothing discussed on Market Depth 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.
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https://www.youtube.com/watch?v=21_ol3e8m6g
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THE U
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Listeners of the Forward Guidance podcast are in for a real treat today. Jack interviews noted economist and former central banker Dr. William White, who served on the front lines of monetary policy for over half a decade. White, a stern critic of the easy money policy that preceded the 2008 Great Financial Crisis, argues that ultra-low interest rates threatens financial stability and creates a bevy of unintended consequences such as flash crashes, overvalued asset prices, and abrupt illiquidity. Dr. White shares his views on whether the U.S dollar’s status as the world’s reserve currency is sustainable, and why bond yields remain low in face of the red-hot inflation that has descended on so many countries. Lastly, Dr. White makes the case that these economic woes are but one of the major four challenges world faces, with the other three "Four Horsemen" being in the spheres of politics, public health, and the environment.
Timestamps
00:49 Unintended Consequences of Easy Money
09:10 Central Banks' Profound Ontological Error
21:12 Does Financial Repression Actually Work?
26:17 Inflation and Inequality
30:41 The Wealth Effect
34:54 Is the "Fed Put" Real?
46:12 The U.S. Dollar
54:49 The Four Horsemen of the Apocalypse
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https://www.youtube.com/watch?v=duPz4tUy0hw
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DAS 2
das-2019-panel-do-current-trends-in
This panel will review current trends in fintech and whether or not they provide hints about when and how crypto will be adopted. Topics of discussion will include manager fees, payment rail infrastructure, and the rise of easy to use apps like Robinhood.
For exclusive content and events that provide insights into the crypto and blockchain space, visit us at: https://www.blockworksgroup.io
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https://www.youtube.com/watch?v=5U81qVfjiZA
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THE E
the-effects-of-fed-tightening-are
This week, Mike & Mark discuss the emerging effects of the Fed's tightening, before diving into the current state of markets. With big tech carrying the index higher, Mark breaks down the current market breadth & how it signals an unhealthy market condition. To hear all this & more, you'll have to tune in!
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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/
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Use codePODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
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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.
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https://www.youtube.com/watch?v=-WI-rjNPdUg
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VIDEO
SOLAN
solana-conference-round-up,-6.2-cpi
In this week's episode, we kicked things off with an honest review of Solana's Breakpoint conference which I have been at for the past week. I had two big takeaways from the conference:
1. Solana is going to endure well beyond this market cycle
2. We are approaching a top in the current market cycle
The folks at Solana absolutely hit it out of the park with this conference, and there were lots of great projects building on the ecosystem. In particular, I was most interested to hear from the developers building out financial primitives (banking interfaces, decentralized options, structured, projects, etc...). But there were plenty of signs of excess, which Mark and I get into in the episode.
After the Solana recap, we got into the 6.2% October CPI print, and took a look at historical comparisons of the 1940s and 1970s. After that we moved onto signs of excess speculation in the market, with a particular focus on spot and option trading volumes. We also took a look at historical S&P earnings and valuation metrics, and finally ended with conflicting narratives on household debt.
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This episode is brought to you by Ledger, your secure gateway to buy, exchange and grow your crypto.
Combine a Ledger hardware wallet with the Ledger Live app to access all your favorite crypto services & DApps from one place. All that with the best security.
Visit https://onthemargin.link/ledger and make your crypto journey easier and safer.
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Coinbase Prime:
On The Margin is supported by Coinbase Prime, an integrated solution that provides advanced multi-venue trading, custody, and prime services for institutions.
For more information go to https://onthemargin.link/coinbase
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On the Margin is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/
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https://www.youtube.com/watch?v=inQoV-XYuZc
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Created
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