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
Jim Bianco on Inflation, MMT, and DeFi's Disruption of Banking
In this episode of On The Margin, Mike is joined by Jim Bianco. Jim founded Bianco Research, L.L.C in 1990 and has served as President and Macro Strategist for nearly 20 years. In this episode Jim an…
01:01:00 |
Wed 22 Sep 2021
Evergrande Implosion, Crypto vs Internet Growth, 800 Year History of Inflation
In this weekly round up, Mike and Mark get deep into the Evergrande saga. They take a look at credit conditions in China's property sector, and dive into whether or not contagion is likely to spread …
00:58:38 |
Sat 18 Sep 2021
The Colliding Worlds of Macro and Crypto | Dan Tapiero
In this episode of On the Margin Mike is joined by Dan Tapiero. We invited Dan back to the podcast to discuss his recent $750 million capital raise for the 10T digital asset fund. With over 20 years …
01:00:41 |
Wed 15 Sep 2021
US China Cold War Heats Up, SEC Sues Coinbase | Weekly Roundup
In this week's round up, Mike and Mark cover US investing activity in China, Soros' op-ed on Blackrock's investment decisions in China, and the SEC's decision to sue Coinbase over its lend product.
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00:56:06 |
Sat 11 Sep 2021
The Link Between Housing and Wealth Inequality
In this episode of On The Margin, Mike is joined by Bill Blain. Bill is a strategist, specializing in alternative assets at Shard Capital, the award winning investment and asset management firm based…
00:47:16 |
Wed 08 Sep 2021
Paulson Calls Crypto Worthless, Gensler Crackdown, FTX.US Acquisition
In this weekly round up Mike welcomes new co-host Mark Yusko of Morgan Creek to the mix. Mike and Mark discuss expensive equity market valuations, slack in the labor market, John Paulson's comments …
01:01:05 |
Sat 04 Sep 2021
The Long Term Debt Cycle's Impact on the Economy / Darius Dale
In this episode of On The Margin Mike is joined by Darius Dale. Darius is the founder and CEO of 42 Macro, an investment research firm aiming to democratize the access to institutional-grade research…
00:59:35 |
Wed 01 Sep 2021
Powell Suggests Tapering, NFTs Boom, and Layer 1 Wars Heat Up
In this episode of the round up, Mike and Tyler discuss rising wages, home prices, the impact of Powell's suggestion to taper, the booming NFT market, and the layer 1 wars that are starting to heat u…
01:03:26 |
Sat 28 Aug 2021
How Credit Expansion Impacts Growth | Alfonso Peccatiello
In this episode of On The Margin Mike is joined by Alfonso Peccatiello. Alfonso is the author of the weekly online newsletter The Macro Compass. Alfonso shares his thoughts on the signs of slowing st…
00:59:08 |
Wed 25 Aug 2021
Binance Implements KYC, OnlyFans Bans Porn, Jay Clayton Signs onto Fireblocks
In this episode of On the Margin, Mike and Tyler cover Binance’s regulatory issues, OnlyFans ban on pornography, and Jay Clayton joining Fireblocks’ board.
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On the Margin is brought to you by Matr…
00:53:26 |
Sat 21 Aug 2021
Bitcoin, Inflation and the Future of Investing - Peter Doyle
In this episode of On The Margin, Mike is joined by Peter Doyle the Managing Director, President & Co-Founder of Kinetics Mutual Funds, Inc. Peter weighs in on his thoughts surrounding the bailouts i…
00:46:15 |
Wed 18 Aug 2021
Financial nihilism and political volatility | Demetri Kofinas
In this episode of On The Margin Mike is joined by Demetri Kofinas, a media entrepreneur, financial analyst and host of the renowned Hidden Forces podcast. Demetri discusses a wide range of topics fr…
01:46:23 |
Wed 11 Aug 2021
Fidelity Director of Macro on Financial Repression and Bitcoin
In this episode Mike is joined by Jurrien Timmer, Director of Global Macro at Fidelity. Jurrien discusses the markets' record high valuations, inflation's effect on bond yields, financial repression,…
01:09:01 |
Wed 04 Aug 2021
Globalization, Decentralization & Innovation post COVID | Pippa Malmgren
We couldn't be more thrilled in welcoming Pippa Malmgren to On The Margin who shares valuable insights on the effects of globalization, financialization, creative destruction, debt restructuring, the…
01:02:15 |
Wed 28 Jul 2021
The Roundup: JP Morgan Offers Crypto, China Education Clampdown, Evergrande Debt Reckoning
In this episode of On the Margin, Mike and Tyler discussed JP Morgan's new crypto stock offering, China's clampdown on education companies, and Evergrande's growing debt concerns and the potential co…
01:17:37 |
Sat 24 Jul 2021
Jeff Snider on the Eurodollar System's Impact on Inflation
In this episode I am joined by Jeff Snider, Head of Global Investment Research at Alhambra Investments. We discussed why the biggest problem we are facing today is a dollar shortage, the makeup and h…
01:12:01 |
Wed 21 Jul 2021
The Roundup: Larry Finks Calls for Inflation, Powell's Speech, Bank Earnings
In this round up, Tyler, Mike and Casey cover Larry Fink's call for sustained inflation, June's 5.4% CPI print, Powell's speech, the relationship between the Fed and Treasury, bank earnings, and fina…
00:46:03 |
Sat 17 Jul 2021
Teddy Vallee on the Dollar, Equities and Bitcoin
In this episode of On the Margin, I am joined by Teddy Vallee of Pervalle Global Capital to discuss his views on the various asset classes. We cover his views on the dollar, what a strong and weak d…
00:50:29 |
Wed 14 Jul 2021
The Roundup: Inflation vs Deflation, Crypto Exchanges, and Commercial Bank Lending
In this episode of On the Margin, Mike and Tyler are joined by Blockworks reporter Casey Wagner to discuss a debate on inflation vs deflation, the future of crypto exchanges and banks, and the lack o…
01:02:26 |
Sat 10 Jul 2021
Xi's Fiery Speech, Jobs Report, NYDIG World Domination
In this week's episode, Mike and Tyler covered Xi Jinping's 100th Anniversary speech, the jobs report, and NYDIG's recent spate of partnerships that make it one of the most important companies in cry…
00:38:50 |
Sat 03 Jul 2021
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