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. The question is, what happens next? Enjoy!
--
Follow Vincent: https://twitter.com/VincentDeluard
Follow Mike: https://twitter.com/MikeIppolito_
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
(00:00) Introduction
(02:17) The Rise Of Secular Inflation
(10:50) Mantra Ad
(11:56) Geopolitical Risk, Oil & The Inflation Feedback Loop
(16:43) The U.S Dollar Is Still The Best Safe Haven
(21:21) The Rise Of Fiscal Dominance: Gradually, Then Suddenly
(26:08) The Inflation Spiral
(35:39) Permissionless Ad
(36:17) A Recession Free Future
(42:18) Oil
--
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.
Is Goldilocks Going To End Soon? | Darius Dale
The Market Doubts The Fed | Weekly Roundup
Brent Johnson: “Heaven Help The World If Dollar Continues To Skyrocket”
A Second Bout Of Inflation, Or Disinflation?
A Wave Of Treasury Issuance Will Cause Bond Yields To Surge | Andy Constan & Bob Elliott
Bankruptcies Are On The Rise | Weekly Roundup
The Interest Rate Shock Hasn't Been Felt Yet | Cameron Dawson
Grayscale's Victory vs The SEC | Weekly Roundup
A Bitcoin ETF Is Coming, It's Just A Matter Of When | Charles Edwards
The Zero Interest Rate Era Is Over, What Next? | Weekly Roundup
The U.S Dollar Wrecking Ball In A China Shop | Michael Kao & Nick Glinsman
Housing Market Downturn Isn't Over
The Fourth Turning: How Will It End? | Neil Howe
China Slides Into Deflation, What Happens Next? | Round Up
The Blockworks Origin Story
The Bond Market Wrecking Ball Shocks Markets | Round Up
Prepare For A "Reckoning" In The Soft Landing Narrative | Jesse Felder
The 2023 Bull Market Has Further To Run | Weekly Round Up
Balaji Srinivasan: Crypto Networks, Sovereignty & Decentralization with Akshay BD
Powell Raises Rates To A 22-Year High, Is This The End? | Jim Bianco
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money