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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

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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49:59

The Mystery Behind The Stock Market Sell-Off | Alex...

Supply Shock ·

2024/08/12

In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy!-- Follow Alex: https://x.com/abcampbell Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter:

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73:59

Recession vs Rebound Debate | Weekly Roundup

Supply Shock ·

2024/08/10

This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy!-- 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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46:01

Sahm Rule Triggered, Are We In A Recession?

Supply Shock ·

2024/08/07

In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy!-- Follow guest: https://x.com/Claudia_Sahm Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing

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48:06

Why Are Markets Unwinding? | Weekly Roundup

Supply Shock ·

2024/08/02

This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. 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:

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43:17

The Economy Remains Strong, Stocks Continue To...

Supply Shock ·

2024/08/01

In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy!-- Follow Danny: https://x.com/DannyDayan5 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin -- MANTRA

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62:15

Is It Time To Be Bullish? | Weekly Roundup

Supply Shock ·

2024/07/27

This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto & the inflation outlook. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin:

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48:52

The Rise Of Fiscal Dominance | Lyn Alden

Supply Shock ·

2024/07/24

In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy!-- Follow Lyn: https://x.com/LynAldenContact Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter:

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66:13

The Stock Market & Crypto Are Turning | Weekly Roundup

Supply Shock ·

2024/07/20

This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion trade unwind, is crypto about to catch up to the momentum in traditional markets, the U.S election impact & more. Enjoy!-- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Mike: https://x.com/MikeIppolito_ Follow On

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38:01

A Soft Landing Is Unrealistic | Andy Constan

Supply Shock ·

2024/07/17

In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep dive into the outlook for stocks, bonds & markets into H2 2024. Enjoy!-- Follow Andy: https://x.com/dampedspring Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ On The Margin Newsletter:

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59:21

What Deflation Means for Crypto, Gold and Tech |...

Supply Shock ·

2024/07/13

In this episode, we dive deep into the latest CPI data showing potential deflationary trends and explore its implications. We analyze how deflation could reshape crypto, gold, and technology stocks. We also cover the Federal Reserve's likely response, the weakening dollar, and the potential for a major market rotation from big tech to small caps and commodities. Thanks for tuning in!-- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler:

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57:18

An Inevitable Recession? Why the Soft Landing is a...

Supply Shock ·

2024/07/10

In this episode, Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve's dilemma in managing inflation without triggering a recession, and examines global economic flows and their impact on the US dollar. To close out Julian

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54:26

The Exponential Age: Liquidity Will Continue To Surge...

Supply Shock ·

2024/07/03

This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning & how all these factors impact markets. Enjoy!-- Follow Raoul: 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_ On The Margin Newsletter:

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72:45

Rate Cuts Are Coming | Weekly Roundup

Supply Shock ·

2024/06/29

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss the latest in markets after the presidential debate between Biden & Trump. We deep dive into how markets would react to a Biden vs Trump win in November, the indicators suggesting the Fed will need to cut rates soon, crypto's setup into H2 2024 & Friday's PCE print. Enjoy! -- Follow Quinn:

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41:28

There's Still No Recession, Can Stocks Continue To...

Supply Shock ·

2024/06/26

This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy!-- Follow David: https://x.com/EconstratPB Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news

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78:49

Are Markets Beginning To Roll Over? | Weekly Roundup

Supply Shock ·

2024/06/22

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss are markets beginning to roll over as market breadth continues to widen. We then deep dive into the U.S election impact, inflation & are we entering a growth slowdown? Enjoy! -- Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Tyler:

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44:14

Liquidity Will Soon Rise | Joe McCann

Supply Shock ·

2024/06/19

This week Joe McCann joins the show for a discussion on the current backdrop for macro & crypto. As markets anticipate Fed rate cuts, will stocks & crypto continue to rally if a resurgence in liquidity is around the corner? Enjoy! -- Follow Joe: https://x.com/joemccann Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily

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65:25

What's The End Game For Inflation? | Weekly Roundup

Supply Shock ·

2024/06/15

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss our takeaways from this weeks crucial CPI & PPI prints alongside the Fed's slightly hawkish FOMC meeting. We deep dive into the current market structure & discuss whether or not this rally could be about to enter a couple months of weakness? Enjoy! -- Follow Quinn: https://x.com/qthomp Follow

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466 results

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