Recession vs Rebound Debate | Weekly Roundup

On The Margin

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!

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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

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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.