พอดคาสท์ Digital Pie ชั้นนำ (2024)

1
Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell 51:39

5h ago51:39

51:39

In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the pros and cons across the spectrum of decentralization, and much more. Enjoy! – Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https:…

1
Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup 56:49

1d ago56:49

56:49

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! – Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc…

1
070: Glenn Morris: Crawley GK Legend. 54:00

6d ago54:00

54:00

Welcome back to a brand new episode of The Yours, Mine, Away! Podcast with Mark Howard. This week, we have a special quest Glenn Morris, Crawley Legend started his professional career back in 2001 and he's still playing today Don't miss this exciting conversation, and if you haven't already, make sure to check out our latest Goalie Wars video on Yo…

1
Why The Fed Shouldn’t Cut Rates | Eric Wallerstein 57:51

8d ago57:51

57:51

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. Enjoy! – Follow Eric Wallerstein: https://x.com/ericwallerstein Ya…

1
069 Joe Marsh: The Scouse GK 58:11

11d ago58:11

58:11

The Scouse Goalkeeper is a passionate football enthusiast from Liverpool, sharing the real journey of a center-back turned goalkeeper. Starting his goalkeeping adventure in 2023, he's all about showcasing the raw highs and lows that come with standing between the sticks. Whether it's mic'd-up football highlights, incredible saves, or the occasional…

1
NVIDIA Passing The Baton From Growth To Value | Weekly Roundup 1:07:00

12d ago1:07:00

1:07:00

This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit spreads and unemployment. We also delve into the health of the consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc92…

1
The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell 1:01:28

15d ago1:01:28

1:01:28

In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy! -- Follow Michael…

1
The Fed Put Is In & Global Easing Has Begun | Weekly Roundup 1:03:54

19d ago1:03:54

1:03:54

This week we discuss Powell’s dovish Jackson Hole speech, employment outweighing inflation, and Kamala Harris’ newly-proposed economic policies. We also dive into the credit markets, crypto regulation, and altcoins. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b Roundup Chart Deck: https…

1
Generating Alpha In Macro | Capital Flows 54:42

22d ago54:42

54:42

In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy! -- Follow Capital Flows: https://x.com/Globalflows Capital…

1
068: Jordan Perrin: OG One Glove Creator and Sevenoaks Goal Keeper 42:54

25d ago42:54

42:54

Welcome back to a brand new episode of The Yours, Mine, Away! Podcast. This week, we're thrilled to be joined by the one and only Jordan Perrin, the OG One Glove Creator and Sevenoaks Goalkeeper. Jordan shares his journey as a goalkeeper Don't miss this exciting conversation, and if you haven't already, make sure to check out our latest Goalie Wars…

1
Has The Dust Settled? | Weekly Roundup 56:09

26d ago56:09

56:09

This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive VIX decline, July’s CPI, and the frustrating crypto market. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-…

1
The Mystery Behind The Stock Market Sell-Off | Alex Campbell 49:59

1M ago49:59

49:59

In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy! -- Follow Alex: https://x.com/abcampbell Follo…

1
Recession vs Rebound Debate | Weekly Roundup 1:13:59

1M ago1:13:59

1:13:59

This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy! -- Follow Qui…

1
Sahm Rule Triggered, Are We In A Recession? | Claudia Sahm 46:01

1M ago46:01

46:01

In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy! -- Follow guest: https://x.com/Claudia_Sahm Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.c…

1
Why Are Markets Unwinding? | Weekly Roundup 48:06

1M ago48:06

48:06

This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https:…

1
The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan 43:17

1M ago43:17

43:17

In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy! -- Follow Danny: https://x.com/DannyDayan5 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter…

1
Is It Time To Be Bullish? | Weekly Roundup 1:02:15

2M ago1:02:15

1:02:15

This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto & the inflation outlook. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow F…

1
The Rise Of Fiscal Dominance | Lyn Alden 48:52

2M ago48:52

48:52

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! -- Follow Lyn: https://x.com/LynAldenContact Follow Felix: https://x.co…

1
The Stock Market & Crypto Are Turning | Weekly Roundup 1:06:13

2M ago1:06:13

1:06:13

This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion trade unwind, is crypto about to catch up to the momentum in traditional markets, the U.S election impact & more. Enjoy! -- Follow Quinn: https://x.co…

1
A Soft Landing Is Unrealistic | Andy Constan 38:01

2M ago38:01

38:01

In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep dive into the outlook for stocks, bonds & markets into H2 2024. Enjoy! -- Follow Andy: https://x.com/dampedspring Follow Felix: https://x.com/fejau_inc Follow On The Ma…

1
What Deflation Means for Crypto, Gold and Tech | Weekly Roundup 59:21

2M ago59:21

59:21

In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps an…

1
An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden 57:18

2M ago57:18

57:18

In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dile…

1
The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal 54:26

2M ago54:26

54:26

This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning & how all these factors impact markets. Enjoy! -- Follow Raoul: https://x.com/RaoulGMI Follow Felix: https://x.com/fejau_inc Follow On The Margin: …

1
Rate Cuts Are Coming | Weekly Roundup 1:12:45

3M ago1:12:45

1:12:45

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss the latest in markets after the presidential debate between Biden & Trump. We deep dive into how markets would react to a Biden vs Trump win in…

1
There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes 41:28

3M ago41:28

41:28

This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy! -- Follow David: https://x.com/EconstratPB Follow Felix: https://x.com/fejau_inc Follow On…

1
Are Markets Beginning To Roll Over? | Weekly Roundup 1:18:49

3M ago1:18:49

1:18:49

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss are markets beginning to roll over as market breadth continues to widen. We then deep dive into the U.S election impact, inflation & are we ent…

1
Liquidity Will Soon Rise | Joe McCann 44:14

3M ago44:14

44:14

This week Joe McCann joins the show for a discussion on the current backdrop for macro & crypto. As markets anticipate Fed rate cuts, will stocks & crypto continue to rally if a resurgence in liquidity is around the corner? Enjoy! -- Follow Joe: https://x.com/joemccann Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/…

1
What's The End Game For Inflation? | Weekly Roundup 1:05:25

3M ago1:05:25

1:05:25

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss our takeaways from this weeks crucial CPI & PPI prints alongside the Fed's slightly hawkish FOMC meeting. We deep dive into the current market …

1
Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang 39:36

3M ago39:36

39:36

This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 & why markets will actually crash up instead of down. Enjoy!…

1
Beginning Of The Rate Cutting Cycle, Time To Be Bullish? | Weekly Roundup 1:02:49

3M ago1:02:49

1:02:49

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss are we at the beginning of a global rate cutting cycle as the ECB, BoC & SNB have all lowered interest rates. How will this impact markets in t…

1
Exploring Crypto's Modular Path | Rex & NoSleepJon 47:32

3M ago47:32

47:32

In this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem. Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultura…

1
The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies 48:37

3M ago48:37

48:37

This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy! -- Follow Warren: https://x.com/WarrenPies Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockwo…

1
The Modular Integration Spectrum | Keone & Zon 1:03:50

3M ago1:03:50

1:03:50

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale bl…

1
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup 50:03

3M ago50:03

50:03

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is stil…

1
The Ethereum ETF Turning Point | Weekly Roundup 1:05:40

4M ago1:05:40

1:05:40

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the Ethereum ETF approval & what it means for ETH the asset, crypto more broadly & U.S elections. We then deep dive into the bull thesis & discu…

1
The Ethereum ETF Is Approved | Eric Balchunas & James Seyffart 26:39

4M ago26:39

26:39

We apologise for any video/audio issues this episode! -- This episode Eric Balchunas & James Seyffart join the show to discuss the sudden Ethereum ETF approval shock that surprised markets this week. Enjoy! -- Follow Eric: https://x.com/EricBalchunas Follow James: https://x.com/JSeyff Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin: h…

1
Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan 57:37

4M ago57:37

57:37

This episode Danny Dayan joins the show alongside Felix Jauvin for a discussion on the problem the Fed faces as inflation remains too high. Making the argument for another rate hike in 2024 vs consensus of rate cuts, we deep dive into financial conditions, the deficit impact, how the Fed broke the yield curve in 2021 & more. Enjoy! -- Follow Danny:…

1
067: CAMERON CORP: (powerandprecision) The Journey of a YouTube Football Creator! 43:22

4M ago43:22

43:22

Welcome back to a brand new episode of The Yours, Mine, Away! Podcast. This week, we're very excited to be joined by the one and only Cameron Corp, Youtubes Power and Precision. If you haven't already, make sure to check out our Goalie Wars video with Cameron! Big shout out to our sponsors! Uperform: https://shop.u-perform.co.uk/74xd6 (DISCOUNT LIN…

1
The Biggest Risk Is A Market Melt-Up | Weekly Roundup 1:11:23

4M ago1:11:23

1:11:23

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the bullish setup for an everything rally. After a bullish CPI print, the return of roaring kitty & most macro event risk behind us, are animal …

1
What Stops The Runaway U.S Fiscal Trainwreck? | Weekly Roundup 1:11:07

4M ago1:11:07

1:11:07

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the current U.S fiscal situation. What impact will elections have on markets & the every growing U.S debt burden. Enjoy! -- Avalanche is a smart…

1
How Gaming Platforms Are Integrating NFTs 8:44

4M ago8:44

8:44

Join us in today's episode as we delve into the transformative world of NFTs in gaming, exploring how these digital assets are revolutionizing player interaction and game development. We start by explaining what NFTs are and how they uniquely impact the gaming industry, providing players with real ownership of in-game assets like characters, skins,…

1
The Rise of Digital Art in the NFT Era 7:18

4M ago7:18

7:18

Dive into the vibrant world of digital art in today's podcast episode as we explore the transformative impact of non-fungible tokens (NFTs). We begin by unpacking what NFTs are and how they represent a revolutionary shift for digital creators, offering unique ownership and authenticity to digital works that were once easily replicated. Hear about t…

1
Evolution of Blockchain from Bitcoin to NFTs 7:16

4M ago7:16

7:16

Join us on this enlightening journey through the evolution of blockchain technology in our latest podcast episode. From the groundbreaking launch of Bitcoin to the dynamic world of non-fungible tokens (NFTs), we explore how blockchain has transcended its financial roots to revolutionize various industries. Discover how Ethereum and smart contracts …

1
Powell's Bullish Signal To Markets | Weekly Roundup 1:07:54

4M ago1:07:54

1:07:54

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the bullish setup post FOMC & QRA. We also discuss the rise of distrust in institutions, Japan's Minsky moment, the rise of passive & more. Enjo…

1
Surging Liquidity Is Fueling Higher Inflation | Bob Elliott 48:52

4M ago48:52

48:52

This week Bob Elliott joins the show post FOMC to discuss what is driving markets in 2024. We discuss why inflation remaisn too high, why the bond market needs to tighten financial conditions & what's driving the huge rally in Gold. Enjoy! -- Follow Bob: https://twitter.com/BobEUnlimited Follow Mike: https://twitter.com/MikeIppolito_ Follow On The …

1
Huge Earnings Beat For Big Tech | Weekly Roundup 1:02:03

5M ago1:02:03

1:02:03

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss big tech earnings & the role of fiscal dominance on earnings growth. To hear all this & more, you'll have to tune in! -- Kinto is the Safety-fir…

1
Kiran Hebbar, CFO at Alloy, takes us through key takeaways for the Operational CFO 42:29

5M ago42:29

42:29

Kiran shares some insights into his business background, starting in engineering and then moving to venture capital. In this episode we talk about how the operational CFO can partner closely with the founder and lead a focus on gating important investment decisions and targeting the right metrics for success. We dip into the why rev ops must always…

1
Inflation Still Isn't Going Back To 2% | Vincent Deluard 52:03

5M ago52:03

52:03

This week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining the show in February 2023, Vincent was an early inflationista making the case that inflation would not return to 2%. Well, one year later that call has been correct as inflation remains elevated above the Fed's 2% target. T…

1
066: Tom King - Wolverhampton GK! 1:21:26

5M ago1:21:26

1:21:26

Welcome back to a brand new episode of The Yours, Mine, Away! Podcast. This week, we're very excited to be joined by Wolverhampton Wanderers Goalkeeper, Tom King! Big shout out to our sponsors! Uperform: https://shop.u-perform.co.uk/74xd6 (DISCOUNT LINK!) Forged Irish Stout: https://www.instagram.com/forgedirishstout Hosted on Acast. See acast.com/…

1
The Bitcoin Halving Impact | Weekly Roundup 1:10:20

5M ago1:10:20

1:10:20

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the macro forces driving markets, the 2024 Bitcoin halving and the path forward for inflation. To hear all this & more, you'll have to tune in! …

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