A Recession Is Unavoidable | Mike McGlone

from Inflection Point Hosted by Blockworks

On today's episode of On The Margin, Mike McGlone Senior Macro Strategist at Bloomberg Intelligence joins the show for a discussion on the looming debt ceiling, why deflation (not inflation) is ahead and his outlook for both commodities & hard asset's, such as Gold & Bitcoin. Expecting a recession in 2023, Mike walks through the global slowdown taking place, and shares insights into how the commodity markets are signalling declining liquidity & recessionary headwinds. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mike: https://twitter.com/mikemcglone11 Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Referenced In The Show: Sohn 2023 | Kiril Sokoloff in conversation with Stanley Druckenmiller: https://www.youtube.com/watch?v=bMAm2S1M_IU -- Research, news, data, governance and models – now, all in one place. -- -- Timestamps (00:00) Introduction (00:17) The Debt Ceiling Looms, What Next? (05:41) We Are Heading Towards Deflation (09:30) Mike's Outlook On Markets (14:28) Have Higher Interest Rates Been Felt Yet? (19:11) Research Ad (20:00) The Gold Bull Market Is Here (23:49) Is De-Dollarization Real? (30:18) Why Are Hedge Funds Record Short Treasury Bonds? (32:09) Deflation Deflation Deflation... "We're All Turning Japanese" (35:48) Permissionless II Ad (36:36) Is There A Structural Case For Inflation? (45:00) Mike's Macro Framework -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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A Recession Is Unavoidable | Mike McGlone

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This episode is 50 minutes long.

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This episode was published on May 17, 2023.

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