A Soft Landing Is Unrealistic | Andy Constan

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: https://blockworks.co/newsletter/onthemargin -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/ -- Timestamps: (00:00) Introduction (00:27) Why The Economy Has Remained Strong (04:39) Financial Conditions Are Still Loose (11:32) Mantra Ad (12:39) Relief In The Long End Has Been Fueling A Stock Market Rally (23:01) What To Expect From The QRA? (29:24) Permissionless Ad (30:02) Alpha vs Beta -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

Om Podcasten

The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.