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
Tyler Neville on the Biggest Trends in Macro
In this episode of On the Margin I am joined by my co-host Tyler to discuss the biggest macro trends he sees playing out today. We discussed his background in finance, the rise of passive, the chang…
00:58:37 |
Wed 30 Jun 2021
a16z Raises $2.2 Billion, Stocks Hit All Time Highs, Oil Rally Continues
Mike and Tyler kick off this episode of On the Margin with a SHAMELESS PLUG for Blockworks' upcoming conference Bretton Woods: The Realignment.
It's a 250 person exec only summit at the original Bret…
00:47:21 |
Sat 26 Jun 2021
Anthony Scaramucci on Investing, Bitcoin and the Future of America
In this episode of On the Margin, I sit down with Anthony Scaramucci to discuss his early career, the founding of Skybridge, his move into Bitcoin, his thoughts on other crypto assets, and the future…
00:42:59 |
Wed 23 Jun 2021
FOMC Review, $1 Billion MicroStrategy Offering, Oil Hits Two Year High
In this episode of On the Margin, Mike and Tyler discuss why assets are predicting deflation post FOMC, why a high correlation between stocks and bonds means the death of the 60/40 portfolio, the $1 …
00:42:03 |
Sat 19 Jun 2021
Inflation Hits 5%, BlackRock Gets Too Big, and Anti Trust Comes for Amazon
In this episode of On the Margin, Mike and Tyler cover the record CPI print showing 5% inflation, BlackRock and other institutional investors scooping up single-family homes, the Anti Trust bill that…
00:41:56 |
Sat 12 Jun 2021
Inflation & the Coming Bull Run in Gold, Silver & Commodities | Tavi Costa
In this episode of On the Margin I am joined by Tavi Costa, Portfolio Manager on Crescat Capital. In this episode, Tavi breaks down his view on why we may be headed towards inflation, the three pilla…
01:05:45 |
Wed 09 Jun 2021
Disappointing Jobs Report, Fed Unwinds Corporate Bonds, and Generational Inequality for Millenials
In this week's round up, Mike and Tyler cover the disappointing US jobs report and the market's reaction to it. In the month of May, the US added 559,000 jobs compared to expectations of 650,000. T…
00:54:17 |
Sat 05 Jun 2021
Brent Johnson On Whether Inflation is Transitory or Enduring
In this episode of On the Margin, Brent Johnson of Santiago Capital discusses his views on whether or not CPI inflation is transitory or here to stay.
We cover Brent's view on the most recent CPI an…
01:02:07 |
Wed 02 Jun 2021
$453 Billion Reverse Repo, China Restricts Commodities, Inflation Ticks Up, AMC Soars
In this week's episode of on the Margin, we cover:
・The $453 billion that has flown into the Federal Reserve's reverse repo facility
・Why there is too much liquidity in the system, and what that mean…
00:45:33 |
Sat 29 May 2021
Steve Van Metre on Why QE Will Cause More Deflation
In this week's episode, Steve Van Metre presents the other side of the popular macro narrative that inflation is coming. Steve's analysis is heavily focused on QE, and how that program is designed to…
01:02:40 |
Wed 26 May 2021
The Roundup: Crypto Market Sell-Off, Fed Tapering, S&P and Treasury Correlation
In this week's round up, Mike and Tyler cover crypto's massive sell off, how to contextualize it, and what comes next. They also discuss the first whispers of tapering from the Fed, a twenty year hig…
01:00:42 |
Sat 22 May 2021
A High Yield Bond Trader Describes the Bull Case for Bitcoin
In this episode Greg Foss of 3iQ presents the ultimate macro case for Bitcoin. Greg was the first high yield bond trader in Canada, and comes at Bitcoin from a very math-oriented and macro perspectiv…
01:42:57 |
Wed 19 May 2021
The Roundup: Elon Dumps Bitcoin, Justice Department Looks Into Binance
This week: Elon announces that Tesla will stop allowing customers to pay in Bitcoin, the US Department of Justice and IRS look into Binance, and Stan Druckenmiller predicts the currency will lose res…
00:50:03 |
Fri 14 May 2021
Mike Green Explains the US-China Relationship and the State of the American Dream
In this episode I am joined by Mike Green of Simplify Asset Management for a discussion on the US China relationship. We covered the rise of China and its key strategic objectives, how the US faces …
01:18:08 |
Wed 12 May 2021
The Roundup: Banks Offer Bitcoin, Cathie Wood's ARK Stumbles
This week in macro: NYDIG rolls out Bitcoin to "hundreds of US banks," Goldman and Citi mull trading desks, and Cathie Wood's ARK ETF dips 30%.
If you like this episode be sure to subscribe to our n…
00:45:29 |
Sat 08 May 2021
Ted Seides Breaks Down the Business of Hedge Funds
In this episode of On the Margin I am joined by Ted Seides, co-founder at Protege Partners and host of the Capital Allocators podcast. In this episode, we discuss his past experience working under Da…
01:02:12 |
Wed 05 May 2021
The Roundup: Negative Rates Hit US, Nexon Buys Bitcoin, ETH Outperforms
This week in macro: rates on 1 month issued US treasuries turned negative, South Korean gaming company Nexon bought $100 million in Bitcoin, Eth went on a run, and Germany embraced crypto.
If you li…
01:04:46 |
Sat 01 May 2021
Danielle DiMartino Booth on When the Fed Crossed the Rubicon
In this episode of On the Margin, Danielle DiMartino Booth brings her deep historical knowledge of the Fed to a wide-ranging discussion of the economy. We cover the evolving role of the Federal Rese…
00:45:33 |
Wed 28 Apr 2021
The Roundup: Capital Gains Tax proposed to Jump to 39.6%
This week in macro: Biden proposes to raise the capital gains tax to 39.6%, we're seeing the beginnings of soft commodity inflation, Mike Novogratz's Galaxy Digital might buy BitGo, and Coinbase Pro …
00:42:27 |
Sat 24 Apr 2021
Luke Gromen on the Unwinding of the Monetary System
Luke Gromen, Founder and CEO at Forrest for the Trees LLC, joins us for this episode of On the Margin to discuss his view of the monetary system. We cover the bubble in sovereign debt, how the petrod…
01:02:53 |
Wed 21 Apr 2021
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