A Soft Landing Is Unrealistic | Andy Constan

On The Margin

Blockworks에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Blockworks 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 38:01

MP3•에피소드 홈

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

370 에피소드

#Business News #Business #News #Michael Ippolito | Blockworks