Artwork

内容由Blockworks提供。所有播客内容(包括剧集、图形和播客描述)均由 Blockworks 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

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

1:03:54
 
分享
 

Manage episode 435934595 series 2896106
内容由Blockworks提供。所有播客内容(包括剧集、图形和播客描述)均由 Blockworks 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

378集单集

Artwork
icon分享
 
Manage episode 435934595 series 2896106
内容由Blockworks提供。所有播客内容(包括剧集、图形和播客描述)均由 Blockworks 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

378集单集

Semua episode

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南