Has The Dust Settled? | Weekly Roundup
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: https://twitter.com/Tyler_Neville_ Follow On The Margin: https://twitter.com/OnTheMarginPod On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin – Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Timestamps: (00:00) Introduction (01:39) Schrödinger's Soft Landing (04:19) What Is The Bond Market Saying About The Economy? (06:54) The Fed Kept Its Cool (09:05) Massive VIX Decline (11:40) Will Markets Adjust To The Sell-Off? (18:06) The Role Of Flows (21:57) July CPI (24:58) What's Going On With China? (29:13) The Fed's Next Move (31:26) Market Overreaction (34:17) Bitcoin & ETFs (40:06) Frustrating Crypto Market (42:48) How Many New Balances Does Tyler Own? (44:09) What Can Stop The Fiscal Debt Spiral? (47:53) Why The BOJ Backpedaled (53:41) The Globalization Of Central Banks -- 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.