The Fed Put Is In & Global Easing Has Begun | Weekly Roundup

On The Margin

Contenido proporcionado por Blockworks. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Blockworks o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

21d ago 1:03:54

MP3•Episodio en casa

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://blckwrks.co/4dUUAj5

Follow Zaheer: https://x.com/SplitCapital

Follow Felix: https://twitter.com/fejau_inc

Follow Tyler: https://twitter.com/Tyler_Neville_

Follow On The Margin: https://twitter.com/OnTheMarginPod

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

–

Polkadot is the foundation for an open and resilient web. Governed by its users, Polkadot empowers the largest DAO of 1.3M DOT holders to shape the network’s future. Home to 500+ apps and chains backed by $6B in shared security, Polkadot is revolutionizing DeFi, GameFi, AI, RWAs, and more. With upgrades like Async Backing, Agile Coretime, Elastic Scaling, and JAM on the horizon, now’s the time to join.

Start your journey today at polkadot.com/get-started

–

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Timestamps:

(00:00) Introduction

(02:13) Jackson Hole Speech

(08:17) Employment Outweighing Inflation

(09:33) Zaheer's Macro View

(11:18) Housing Comeback

(13:49) Polkadot Ad

(14:26) Global Liquidity

(18:01) Credit Isn't The Problem

(23:02) New Cycle Of Investing

(26:22) Kamala's Economic Policies

(34:45) Permissionless Ad

(35:27) Crypto Regulation

(42:27) Election Impact On Crypto

(44:19) Crypto Market Outlook

(50:42) The Bull Market Hasn't Even Started

(54:55) Altcoins

(59:21) Attributes Of Value

(01:01:37) Don't Fight The Fed

(01:03:11) Polkadot Ad

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.

373 episodios

#Business News #Business #News #Michael Ippolito | Blockworks