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PODCAST

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.

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All Episodes

54:50

Convertible Bond Expert Breaks Down Why MicroStrategy...

Supply Shock ·

2024/12/10

In this episode, Richard Byworth joins the show to discuss MicroStrategy’s convertible bond strategy, the biggest MicroStrategy misconceptions, and why he thinks the premium to NAV should expand over time. We also delve into MicroStrategy's concept of Bitcoin Yield, the risks and opportunities of Saylor’s strategy, and much more. Enjoy!— Follow Richard Byworth: https://x.com/RichardByworth Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow

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58:17

The Everything Code: Debt, Demographics, And The...

Supply Shock ·

2024/12/03

In this episode, Raoul Pal joins the show to discuss the new revolutionary economic regime, how AI is driving the economic singularity, and the younger generation’s changing perception of markets. We also delve into geopolitics, the banana zone, and much more. Enjoy!— Follow Raoul Pal: https://x.com/RaoulGMI Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ Join Real Vision and learn more from Raoul

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56:46

Are You Ready For The 1st Turning? | Michael Millerman

Supply Shock ·

2024/11/27

In this episode, Michael Millerman joins the show to discuss Peter Thiel’s philosophical framework, the Straussian Moment, and the post-liberalism era. We also delve into Bitcoin’s role in a multipolar world, the great awakening, and much more. Enjoy!— Follo Michael Millerman: https://x.com/M_Millerman Follow Tyler: https://twitter.com/Tyler_Neville_Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open

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54:40

Everything You Need To Know About The New Bitcoin ETF...

Supply Shock ·

2024/11/21

In this episode, Jeff Park joins the show to discuss how the new Bitcoin ETF options will impact the market, what the options trading is already telling us, and whether a gamma squeeze is likely. We also delve into the arbitrage opportunities for retail traders, how to follow the new market landscape, and much more. Enjoy! — Follow Jeff Park: https://x.com/dgt10011 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks:

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75:44

Why Bitcoin Miners Are Pivoting To AI Data Centers |...

Supply Shock ·

2024/11/11

In this episode, Josh Solesbury joins the show to discuss the bitcoin mining landscape, the ongoing transition to AI/HPC, and the future of the industry. We also delve into industry bottlenecks, the risks of transitioning to AI, and much more. Enjoy! — Follow Josh Solesbury: https://x.com/joshsolesbury Follow Quinn: https://x.com/qthomp Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient

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53:21

What People Get Wrong About MicroStrategy’s Bitcoin...

Supply Shock ·

2024/11/04

In this episode, Dylan LeClair joins the show to discuss MicroStrategy’s Bitcoin strategy, the insane performance of its convertible notes, and its $42 billion capital plan. We also discuss how to value MicroStrategy, the company’s liquidation risk, how other companies can replicate its strategy, and much more. Enjoy! — Follow Dylan LeClair: https://x.com/DylanLeClair_ Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks:

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45:53

The BTC/ETH ETF Flows Are Just Getting Started | Matt...

Supply Shock ·

2024/10/17

In this episode, Matt Hougan joins the show to discuss BTC vs ETH ETF flows, the biggest ETF misconceptions, and the importance of regulatory clarity. We also delve into the value of incorporating BTC in a portfolio, future crypto ETF strategies, and much more. Enjoy!— Follow Matt Hougan: https://x.com/Matt_Hougan Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open

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49:25

The Economy is in Goldilocks | Ram Ahluwalia

Supply Shock ·

2024/10/15

In this episode, Ram Ahluwalia joins the show to discuss his macro view of markets, why he thinks we’re in goldilocks, and his thought process for asset allocation. We also delve into NVIDIA and AI, factor investing, and the role of risk-adjusted returns. Enjoy!— Follo Ram: https://x.com/ramahluwalia Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ — Polkadot is the foundation for an open and resilient

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31:50

The Great BTC ETF Debate: Bearish or Bullish?

Supply Shock ·

2024/10/11

In this episode, Jim Bianco and James Seyffart join Felix at Permissionless to discuss who has been buying the BTC ETFs, whether ETFs are consistent with crypto ideals, and why the BTC ETFs were more successful than the ETH ETFs. We also delve into the difference between buying to hold and arbitrage, BTC ETF options, and much more. Enjoy! — Follow Jim Bianco: https://x.com/biancoresearch Follow James Seyffart: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow On The Margin:

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42:42

The Last Bitcoin Cycle That Matters | Charles Edwards

Supply Shock ·

2024/09/26

In this episode, Charles Edwards joins the show to discuss why the current cycle is the last that will matter, the impact of Bitcoin ETFs, and what the on-chain data is signaling. We also delve into the approval of options on the IBIT ETF, the key top signals, and much more. Enjoy!— Follow Charles Edwards: https://x.com/caprioleio Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/Blockworks_ On The Margin

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61:22

The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral...

Supply Shock ·

2024/09/19

In this episode, James and Felix discuss the latest Federal Reserve interest rate decision, the impact of quantitative easing & tightening, and the consequences of trillion-dollar annual deficits. We also delve into the repo market, why the Fed is disconnected from inflation, the role of hard assets like Bitcoin and gold, and much more. Enjoy!— Follow James Lavish: https://x.com/jameslavish Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow

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68:25

Fed Cutting Cycle Imminent, What's Next for Markets?...

Supply Shock ·

2024/09/14

This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy!– Follow Ram: https://x.com/ramahluwalia Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter:

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51:39

Breaking Down the Disconnect Between TradFi & Crypto...

Supply Shock ·

2024/09/12

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 pros and cons across the spectrum of decentralization, and much more. Enjoy!– Follow Austin Campbell: https://x.com/CampbellJAustin Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin NYDFS

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56:49

Fed Easing Will Match Weakness In The Labor Market |...

Supply Shock ·

2024/09/07

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 centralization, the outlook for Bitcoin and crypto, and much more. Enjoy!– 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:

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57:51

Why The Fed Shouldn’t Cut Rates | Eric Wallerstein

Supply Shock ·

2024/09/04

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 down GDP, the credit markets, and how to rethink asset allocation in today's market. Enjoy!– Follow Eric Wallerstein: https://x.com/ericwallerstein Yardeni QuickTakes: https://www.yardeniquicktakes.com/ Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The

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67:00

NVIDIA Passing The Baton From Growth To Value |...

Supply Shock ·

2024/08/31

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 consumer, the future Federal Reserve balance sheet, and Bitcoin geopolitics. 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:

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61:28

The Bull Market Will Continue Into 2025 As Liquidity...

Supply Shock ·

2024/08/28

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 and liquidity. We also discuss the real breakeven inflation rate, the yield curve, and why you need monetary inflation hedges. Enjoy!-- Follow Michael Howell: https://x.com/crossbordercap Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin

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63:54

The Fed Put Is In & Global Easing Has Begun | Weekly...

Supply Shock ·

2024/08/24

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 regulation, and altcoins. Enjoy!-- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b Roundup Chart Deck: https://blckwrks.co/4dUUAj5 -- Follow Zaheer: https://x.com/SplitCapital Follow Felix: https://twitter.com/fejau_inc Follow Tyler:

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54:42

Generating Alpha In Macro | Capital Flows

Supply Shock ·

2024/08/21

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 market, whether the Fed will allow a recession, and the key drivers of bitcoin's price. Enjoy!-- Follow Capital Flows: https://x.com/Globalflows Capital Flows Substack: https://www.capitalflowsresearch.com/ Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On

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56:09

Has The Dust Settled? | Weekly Roundup

Supply Shock ·

2024/08/17

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:

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483 results

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