Has The Dust Settled? | Weekly Roundup

from Inflection Point Hosted by Blockworks

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 VIX decline, July’s CPI, and the frustrating crypto market. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Join us at Permissionless III Oct 9-11. -- Timestamps: (00:00) Introduction (01:39) Schrödinger's Soft Landing (04:19) What Is The Bond Market Saying About The Economy? (06:54) The Fed Kept Its Cool (09:05) Massive VIX Decline (11:40) Will Markets Adjust To The Sell-Off? (18:06) The Role Of Flows (21:57) July CPI (24:58) What's Going On With China? (29:13) The Fed's Next Move (31:26) Market Overreaction (34:17) Bitcoin & ETFs (40:06) Frustrating Crypto Market (42:48) How Many New Balances Does Tyler Own? (44:09) What Can Stop The Fiscal Debt Spiral? (47:53) Why The BOJ Backpedaled (53:41) The Globalization Of Central Banks -- 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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Has The Dust Settled? | Weekly Roundup

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This episode was published on August 17, 2024.

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