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
The Roundup: Yield Curve Control, Coinbase IPO, and Uniswap V3
This week in macro: Treasury yields fell to 1.5%, a possible sign of yield curve control. Then Dan Loeb and Brevan Howard started investing in Bitcoin, Coinbase debuted its direct listing, and Uniswa…
00:52:59 |
Sat 17 Apr 2021
Jeff Booth on the Link Between Inflation and Inequality
My guest this week is investor, entrepreneur and author Jeff Booth. Jeff's main observation is as simple as it is profound: we live in a deflationary world that depends on inflation for economic grow…
01:08:00 |
Wed 14 Apr 2021
The Roundup: Peter Thiel Calls Bitcoin "Financial Weapon," Stock Buybacks, & Coinbase Earnings
This week in macro: Peter Thiel calls bitcoin a "Financial Weapon," US share buybacks are picking up, Coinbase released their Q1 earnings, and State Street is lending its technology to institutional …
00:48:38 |
Sat 10 Apr 2021
Lily Francus on How the Growth of Options is Reshaping Market Structure
In this episode of On the Margin, I sit down with Lily Francus to discuss the rapid expansion of the options market. We discussed the Fed's impact on the market, what is driving the growth in options…
00:39:36 |
Wed 07 Apr 2021
The Roundup: Archegos Meltdown, Biden's $2 Trillion Plan, and Morgan Stanley Bitcoin Funds
This week in macro: Biden $2 Trillion Infrastructure Plan, Leveraged Blow Up at Archegos Capital Management, and Visa moves to settle payments in USDC. All this and more on this week’s roundup with M…
00:46:45 |
Sat 03 Apr 2021
Grant Williams Reveals the End Game for Central Bank Money Printing
My guest this week is Grant Williams, Founder of Things that Make You Go Hmm. We covered his views on the end game of central bank money printing, the inflation vs deflation debate, his views on gold…
01:16:53 |
Wed 31 Mar 2021
The Roundup: Sovereign wealth funds eye Bitcoin & Fidelity files for ETF
This week in Macro: Fidelity Files for a Bitcoin ETF, the sixth recent filing for an ETF behind WisdomTree Investments, VanEck Associates, NYDIG Asset Mgmt, Valkyrie Digital Assets, and First Advisor…
00:49:59 |
Sat 27 Mar 2021
Dan Tapiero Explains the Drivers Behind Bitcoin's Explosive Growth
My guest today is Dan Tapiero, Co-Founder and CEO at 10T Holdings. Dan has one of the most impressive pedigrees of any investor I've ever met. He cut his teeth working with Julian Robertson, which we…
00:53:55 |
Wed 24 Mar 2021
The Roundup: Morgan Stanley's Bitcoin Move, Powell's Speech, and India's Ban
This week in Macro: The 10-year yield hit 1.75% this week after the Fed had their open markets committee. Then Morgan Stanley announced that their wealthy clients would have access to bitcoin funds, …
00:53:12 |
Sat 20 Mar 2021
Lyn Alden explains the connection between inflation and Bitcoin
My guest today is Lyn Alden, Founder of Lyn Alden Investment Strategy.
On this episode of On The Margin, we discuss the transition of monetary to fiscal dominance, Lyn's thoughts on inflation, the im…
00:57:51 |
Wed 17 Mar 2021
Introducing: On the Margin with Michael Ippolito
Every Wednesday, Michael Ippolito sits down with the most gifted minds in macro to discuss current events in markets, asset management, and the continued adoption of digital assets.
Every Saturday,…
00:01:04 |
Fri 12 Mar 2021
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