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This week Mike & Mark discuss the inflation print which gave a further lift to equities over the week. Mark dives into the liquidity backdrop that is "driving markets" & what it means for the rest of 2023. To hear all this & more, you'll have to tune in!
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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00:00 Introduction
01:52 DAS London
07:58 Inflation
18:56 The Debt Problem
25:47 Blockworks Research
26:34 Bitcoin
48:12 When Will The Fed Cut Rates?
54:05 Artificial Intelligence
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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.
