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
On the Margin: Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell
In this episode, Austin Campbell joins the show to discuss the modern banking system and how crypto is driving innovation. We also delve into stablecoin designs, their role in dollar hegemony, the pr…
00:51:39 |
Thu 12 Sep 2024
On the Margin: Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup
This week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI cen…
00:56:49 |
Sat 07 Sep 2024
On the Margin: Why The Fed Shouldn’t Cut Rates | Eric Wallerstein
In this episode, Eric Wallerstein joins the show to discuss why the labor market is cooling (not crashing), the decline in the personal savings rate, and increasing labor productivity. We also break …
00:57:51 |
Wed 04 Sep 2024
On the Margin: NVIDIA Passing The Baton From Growth To Value | Weekly Roundup
This week we discuss NVIDIA's latest earnings, the ongoing market rotation from growth to value, and the connection between credit spreads and unemployment. We also delve into the health of the consu…
01:07:00 |
Sat 31 Aug 2024
On the Margin: The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell
In this episode, Michael Howell of CrossBorder Capital joins the show to discuss the uptrend in global liquidity, a possible Shanghai Accord 2 to weaken the dollar, and the relationship between debt …
01:01:28 |
Wed 28 Aug 2024
On the Margin: The Fed Put Is In & Global Easing Has Begun | Weekly Roundup
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 regulatio…
01:03:54 |
Sat 24 Aug 2024
Generating Alpha In Macro | Capital Flows
In this episode, Capital Flows joins the show to discuss his macro philosophy & framework, why he was bullish after the VIX surge, and his views on the yield curve. We also discuss the equity bull ma…
00:54:42 |
Wed 21 Aug 2024
Has The Dust Settled? | Weekly Roundup
This week we discuss the back and forth between recession and soft landing, the bond market’s economic signals, and the Fed's measured response to the market sell-off. We also delve into the massive …
00:56:09 |
Sat 17 Aug 2024
The Mystery Behind The Stock Market Sell-Off | Alex Campbell
In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility an…
00:49:59 |
Mon 12 Aug 2024
Recession vs Rebound Debate | Weekly Roundup
This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cut…
01:13:59 |
Sat 10 Aug 2024
Sahm Rule Triggered, Are We In A Recession? | Claudia Sahm
In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reser…
00:46:01 |
Wed 07 Aug 2024
Why Are Markets Unwinding? | Weekly Roundup
This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & th…
00:48:06 |
Fri 02 Aug 2024
The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan
In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn…
00:43:17 |
Thu 01 Aug 2024
Is It Time To Be Bullish? | Weekly Roundup
This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We the…
01:02:15 |
Sat 27 Jul 2024
The Rise Of Fiscal Dominance | Lyn Alden
In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact,…
00:48:52 |
Wed 24 Jul 2024
The Stock Market & Crypto Are Turning | Weekly Roundup
This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion…
01:06:13 |
Sat 20 Jul 2024
A Soft Landing Is Unrealistic | Andy Constan
In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep dive into the out…
00:38:01 |
Wed 17 Jul 2024
What Deflation Means for Crypto, Gold and Tech | Weekly Roundup
In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. …
00:59:21 |
Sat 13 Jul 2024
An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden
In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market…
00:57:18 |
Wed 10 Jul 2024
The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal
This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turn…
00:54:26 |
Wed 03 Jul 2024
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