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Recession vs Rebound Debate | Weekly Roundup

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Manage episode 433472960 series 2896106
Indhold leveret af Blockworks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Blockworks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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 Quinn: https://x.com/qthomp

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

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

01:38 Reflecting On The Market Unwind

07:41 No Asset Spared In Deleveraging Events

12:23 Polkadot Ad

13:22 Navigating Extreme Volatility

18:39 Assessing Liquitidy Signals

21:23 What Benefits The Most From Liquidity & Rate Cuts?

23:36 Looking At Credit Spreads

26:14 Steel Man-ing The Recession Argument

42:30 Permissionless Ad

43:10 State Of The Labor Market

45:38 Where Is Economic Growth?

50:37 Is The Recession On Its Way?

55:18 Crypto Market Overview

01:03:36 Biggest Trading Mistakes

01:08:26 How Much Of The Carry Trade Is Unwound

--

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.

  continue reading

378 episoder

Artwork
iconDel
 
Manage episode 433472960 series 2896106
Indhold leveret af Blockworks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Blockworks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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 Quinn: https://x.com/qthomp

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

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

01:38 Reflecting On The Market Unwind

07:41 No Asset Spared In Deleveraging Events

12:23 Polkadot Ad

13:22 Navigating Extreme Volatility

18:39 Assessing Liquitidy Signals

21:23 What Benefits The Most From Liquidity & Rate Cuts?

23:36 Looking At Credit Spreads

26:14 Steel Man-ing The Recession Argument

42:30 Permissionless Ad

43:10 State Of The Labor Market

45:38 Where Is Economic Growth?

50:37 Is The Recession On Its Way?

55:18 Crypto Market Overview

01:03:36 Biggest Trading Mistakes

01:08:26 How Much Of The Carry Trade Is Unwound

--

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.

  continue reading

378 episoder

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