Supply Shock
Supply Shock explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin history, revealing patterns, lessons, and insights shaping the future of digital assets.
- Update frequency
- every 4 days
- Average duration
- 57 minutes
- Episodes
- 451
- Years Active
- 2021 - 2025
Crypto Contagion Spreads, DeFi Offers an Answer | Sid Powell
On today’s episode of “On the Margin” Sid Powell Co Founder of Maple Finance joins the show to discuss the recent credit contagion taking place in crypto.
With liquidity drying up in crypto & marke…
01:04:47 |
Wed 29 Jun 2022
Crypto Is Facing Bank Runs | Weekly Roundup
In this week's episode, Mark and I kick things off with the current state of crypto markets. We next move into the economy, what the Fed is doing, and increasing economic indicators that we are headi…
00:50:04 |
Sat 25 Jun 2022
Inflation Is The Fed's Greatest Fear | Liz Young
SoFi’s Liz Young joins us on today’s episode of “On the Margin” for a post-FOMC rundown. When the Fed abandoned its anticipated 50 bp increase in favor of a 75 bp rate hike on the back of the Departm…
00:25:51 |
Wed 22 Jun 2022
The Fed is Crushing the Economy | Weekly Roundup
In this episode, Mark, Dan Tapiero and I discuss the latest FOMC meeting, the 75 basis point raise and the carnage rippling through the markets.
Inflation is at record highs but are the FED’s rate hi…
01:16:18 |
Sat 18 Jun 2022
Fed “Taking The Punch Bowl Away” Triggers Market Sell-Off | Jurrien Timmer
On today’s episode of “On the Margin,” Director of Global Macro at Fidelity Jurrien Timmer joins the show. As markets were in turmoil on Monday after a surging 8.6% inflation print on Friday, Jurrien…
00:52:33 |
Wed 15 Jun 2022
Cracks Form In Consumer Credit | Weekly Roundup
In this episode, Mark and I tackle the growing bubble in consumer credit. We take a look at the personal savings rate and compared it to the sudden staggering increase in revolving credit.
We discus…
01:01:14 |
Sat 11 Jun 2022
“A lot More Pain To Come” For Risk Assets | Joseph Wang
On today’s episode of “On the Margin,” former senior Federal Reserve trader Joseph Wang joins the show for a discussion on quantitative tightening. Citing Joseph's most recent piece "Turbo Tightening…
00:56:12 |
Wed 08 Jun 2022
Layoffs Are Just Getting Started | Weekly Roundup
Charts Discussed In Today's Episode: https://bit.ly/3Q4P4zA
In this week's episode, Mike and Mark get into a subject that is near and dear to everyone's heart: layoffs. The episode begins by getting…
00:59:56 |
Sat 04 Jun 2022
It's “Game Over” For Inflation, The Risk Is Recession | David Rosenberg
On today’s episode of “On the Margin,” David Rosenberg joins the show to discuss the mounting risk of recession.
Investors are battling with the highest inflation the US has seen in 40 years. PMIs a…
01:04:45 |
Wed 01 Jun 2022
The Great Narrative Unwind | Weekly Roundup
The On The Margin weekly round up returns! After a busy week in Palm Beach for the Blockworks event Permissionless, your favourite weekly round up is back to discuss the biggest stories in markets.
…
00:58:19 |
Sat 28 May 2022
Crypto Bear Market: How Bad Can it Get? with Ben Cowen | On The Margin
On today’s episode of “On the Margin,” Ben Cowen, CEO of Into The Cryptoverse joins the show to discuss the crypto winter and bear market many investors are experiencing.
As sentiment shifts, Bitcoi…
00:59:27 |
Wed 25 May 2022
Fed Wants To Crash The Stock Market | Steven Van Metre
On today’s episode of “On the Margin,” Steve Van Metre joins the show to discuss Fed chair Powell's plan to crash the stock market in 2022.
With soaring inflation, the Fed embarks on its plan to tig…
00:44:36 |
Wed 18 May 2022
UST Break Ushers in a New Crypto Bear Market | On The Margin
In this week's episode, Mark and I focus primarily on one story: the depegging of UST and evaporation of Luna.
We cover a brief overview of UST, what the algorithmic model was that underpinned it, an…
01:03:34 |
Sat 14 May 2022
Inflation Has Put The Fed In Handcuffs | Peter Boockvar
On today’s episode of “On the Margin,” Peter Boockvar, chief investment officer at Bleakley Advisory Group, joins the show to discuss the Fed’s dilemma. With markets selling off in reaction to one of…
00:44:44 |
Wed 11 May 2022
Markets Puke - Is Recession Imminent? | Weekly Roundup
In this episode, Mark and I are focused on answering one question: what is going on with markets?
We kick things off with a quick summary of the equity and bond markets, both of which are having some…
01:06:53 |
Sat 07 May 2022
US Dollar "Wrecking Ball" Will Fracture The Global Economy | Michael Nicoletos
On today’s episode of “On the Margin,” founder and managing director of DeFi Advisors Michael Nicoletos shares the macro forces driving the dollar higher. As risk mounts, recession warnings loom, and…
00:42:46 |
Wed 04 May 2022
What Was Bill Hwang Thinking? | Weekly Roundup
In this episode, Mark and I started off with an old topic that is just resurfacing: the criminal charges being levied against ex-Tiger Cub Bill Hwang.
Next we moved onto the slowing growth in GDP, pr…
00:57:38 |
Sat 30 Apr 2022
Is The Bull Market Over? | Darius Dale
On today’s episode of “On the Margin,” 42 Macro founder and CEO Darius Dale gives listeners the details on his four horsemen of market risk signals and what they tell us about potential hazards brewi…
00:57:07 |
Wed 27 Apr 2022
Bill Ackman Loses $430 Million on Netflix | On The Margin
In this episode, Mark and I kick things off with Netflix's earnings. After posting their first ever subscriber loss, the stock tumbled nearly 40% costing recent investor Bill Ackman $430 Million in j…
00:49:16 |
Sat 23 Apr 2022
The Rise & Fall of Crypto Culture | Konstantin Richter
On today's episode of On The Margin, Mike Ippolito is joined by Blockdaemon CEO & Founder Konstantin Richter to discuss the rise & fall of crypto culture. When sentiment shifts in crypto markets, fou…
00:44:44 |
Wed 20 Apr 2022
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