First Republic Under Stress, Now What?| Listen on Anghami

Today

Buy The Bubble or Watch It Burst?

Alf and Brent discuss the massive AI-driven rally which is beginning to have strong implications for broader markets and the economy. Brent presents the consensus view from several hedge fund PMs he met in Singapore - are they riding the bubble or afraid it's going to burst soon? ... Show More

35m 3s

Sep 6

Cracks In The US Labor Market - What Next?

Alf and Brent discuss the recent NFP print and its implications for markets. They also reflect on the right framework to apply to RSI and options when dealing with asset classes having skewed return distributions. To contact Alf and Brent, send a Bloomberg IB to Brent Donnelly an ... Show More

33m 22s

Aug 29

The Truth Behind Fiscal Dominance

Alf and Brent discuss the latest attempt from Trump to gain more control over the Fed, and the implications this might have on multiple asset classes. They also discuss the JPY and the political situation in France.

29m 12s

Jan 2022

BREAKDOWN: The Macro Battle That Will Shape Crypto Markets This Year

A Fed shift from QE to QT and a political battle over austerity and inflation.This episode is sponsored by Nexo, Abra and FTX US.Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively considering ... Show More

20m 33s

Mar 2022

BREAKDOWN: How Markets Are Interpreting the Fed’s First Hike Since 2018

Is a 25 basis point hike enough to stem the impact of inflation? This episode is sponsored by Nexo.io, Arculus and FTX US. Wednesday, the U.S. Federal Reserve increased its benchmark interest rate for the first time since 2018. This came despite an increasingly volatile economic ... Show More

15m 54s

Aug 2022

Untapped Opportunities in Crypto With FTX's Amy Wu

On today's episode of "On the Margin", Amy Wu of FTX Ventures joins the show for a discussion on the venture capital industry both in traditional markets and crypto. After an explosion in VC funding throughout 2021, how have current market conditions effected private markets thro ... Show More

43m 43s

Mar 2024

Trading the Next Crypto Bull Market | 1000x

Gm! We gathered at DAS London to record the first ever live episode of 1000x. We discuss where are we in the cycle, the ETF impact & Bitcoin's path to $100,000, is the alt L1 trade dead, Michael Saylor's Bitcoin trade structure & of course meme coins. Study the Felman. Lessons in ... Show More

42m 32s

Oct 2023

Job Market: The Shocking Truth (It's Not What You Think!)

Free Webinar, Friday Oct 20, 630pm EDT. Sign up here: https://event.webinarjam.com/channel/eurodollarIf you want to delve into the deep background of how everything works, check it out here. https://www.eurodollar.university/sales-page#recession #money #recession2023 #money #infl ... Show More

18m 8s

Oct 2022

It’s Not Just Inflation, The Fed’s Lost Control | Round Up

The CPI print just came out, and prices are hot. This week's roundup explores the implications of high inflation, what it means for company earnings and what to expect next.Has the Fed lost control? Is this the fault of current or prior regimes? Where are rates headed? Is QE comi ... Show More

1h 3m

Jun 2024

Mid-Year Market Update: Are Things As Good As They Seem?

We’re halfway through the year, and it’s time to take stock. The AI narrative continues to power the equity bull market. Central banks have started to cut interest rates. And the US Presidential election looms large. We debate if things are as good as they look and what risks lie ... Show More

39m 1s

May 2023

The Future of Bitcoin with Nic Carter, Eric Wall, & Udi Wertheimer

Taproot was the trojan horse that opened the door to a new wave of Bitcoin innovation and culture. At the forefront of this culture are Udi, Eric, and Nic, the taproot wizards causing a shift in the world of Bitcoin. ------ 📣 CONSENSYS | DILIGENCE FUZZING https://bankless.cc/dil ... Show More

1h 9m