Best Danni Wang Podcasts (2024)

1
The Last Bitcoin Cycle That Matters | Charles Edwards 42:42

9d ago42:42

42:42

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: ht…

1
The Fed’s Dilemma: Deflationary Cliff Or Debt Spiral | James Lavish 1:01:22

15d ago1:01:22

1:01:22

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! — Fo…

1
Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup 1:08:25

23d ago1:08:25

1:08:25

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/qthom…

1
Breaking Down the Disconnect Between TradFi & Crypto | Austin Campbell 51:39

23d ago51:39

51:39

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:…

1
Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup 56:49

1M ago56:49

56:49

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…

1
Why The Fed Shouldn’t Cut Rates | Eric Wallerstein 57:51

1M ago57:51

57:51

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 Ya…

1
NVIDIA Passing The Baton From Growth To Value | Weekly Roundup 1:07:00

1M ago1:07:00

1:07:00

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/5c7fc92…

1
CINEMA SURGERY HAS LAUNCHED! 0:41

1M ago0:41

0:41

We've got a new YouTube channel @CinemaSurgery your ultimate movie hub! Enjoy expert commentary, sharp criticism, thorough research, educational insights, and the latest movie news. Perfect for enthusiasts who love in-depth exploration of filmmaking, with exclusive interviews to boot. Join us and delve into the magic of cinema! Hosted on Acast. See…

1
The Bull Market Will Continue Into 2025 As Liquidity Heads Higher | Michael Howell 1:01:28

1M ago1:01:28

1:01:28

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…

1
The Fed Put Is In & Global Easing Has Begun | Weekly Roundup 1:03:54

1M ago1:03:54

1:03:54

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…

1
Generating Alpha In Macro | Capital Flows 54:42

2M ago54:42

54:42

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…

1
Has The Dust Settled? | Weekly Roundup 56:09

2M ago56:09

56:09

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-…

1
The Mystery Behind The Stock Market Sell-Off | Alex Campbell 49:59

2M ago49:59

49:59

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 Follo…

1
Recession vs Rebound Debate | Weekly Roundup 1:13:59

2M ago1:13:59

1:13:59

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 Qui…

1
Sahm Rule Triggered, Are We In A Recession? | Claudia Sahm 46:01

2M ago46:01

46:01

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.c…

1
Revolutionizing Coding - The Future Of AI-Driven Development With Jeff Wang 34:50

2M ago34:50

34:50

Episode Summary Are you ready to revolutionize your coding experience with cutting-edge AI tools? In this episode of The Secure Developer, host Danny Allan is joined by Jeff Wang, Head of Business at Codeium, to take a deep dive into the transformative power of generative AI in software development. Discover how coding assistants have evolved from …

1
Why Are Markets Unwinding? | Weekly Roundup 48:06

2M ago48:06

48:06

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:…

1
The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan 43:17

2M ago43:17

43:17

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…

1
Is It Time To Be Bullish? | Weekly Roundup 1:02:15

2M ago1:02:15

1:02:15

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 F…

1
The Rise Of Fiscal Dominance | Lyn Alden 48:52

2M ago48:52

48:52

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.co…

1
Sean Wang 46:06

2M ago46:06

46:06

Alex is joined in the virtual cinema this week by Oscar nominated filmmaker Sean Wang to talk about his debut feature, the coming-of-age comedy drama 'Didi (Out July 26th). Sean then takes us on his perfect trip, involving the anime movie that is his FONDEST MOVIE MEMORY, the Scorsese movie moment that makes him PUMP HIS FIST IN THE AIR, the body-h…

1
Implementing A DevSecOps Program For Large Organizations With David Imhoff 40:29

3M ago40:29

40:29

Episode Summary In this episode of The Secure Developer, David Imhoff, Director of DevSecOps and Product Security at Kroger, shares insights on implementing DevSecOps in large organizations. He discusses balancing regulatory compliance with business objectives, fostering a security culture, and the challenges of risk mitigation. David also explores…

1
The Stock Market & Crypto Are Turning | Weekly Roundup 1:06:13

3M ago1:06:13

1:06:13

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.co…

1
A Soft Landing Is Unrealistic | Andy Constan 38:01

3M ago38:01

38:01

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 Ma…

1
Jeff Zimbalist 1:01:34

3M ago1:01:34

1:01:34

Joining Alex in the virtual cinema this week is filmmaker Jeff Zimbalist to talk about his incredible new documentary Skywalkers: A Love Story about a pair of extreme rooftoppers attempting to perform the greatest rooftopping stunt ever - and hitting Netflix on July 19th. Jeff then takes us on a trip where he tries to cheer up a musical legend, des…

1
What Deflation Means for Crypto, Gold and Tech | Weekly Roundup 59:21

3M ago59:21

59:21

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 an…

1
Dimitri Leonidas 1:40:18

3M ago1:40:18

1:40:18

Actor Dimitri Leonidas joins Alex in the virtual cinema this week to talk about his role in the epic new Ancient Rome TV series 'THOSE ABOUT TO DIE' - directed by Roland Emmerich and coming to Amazon Prime in the UK on July 18th. He then takes us on a trip including how a film's third act turning point should always include a SOUR SWEET. The Jack N…

1
An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden 57:18

3M ago57:18

57:18

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 dile…

1
The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal 54:26

3M ago54:26

54:26

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: …

1
Rate Cuts Are Coming | Weekly Roundup 1:12:45

3M ago1:12:45

1:12:45

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow 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…

1
There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes 41:28

3M ago41:28

41:28

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…

1
James Krishna Floyd 1:07:12

3M ago1:07:12

1:07:12

Actor and filmmaker James Krishna Floyd joins Alex in the virtual cinema to discuss his brilliant debut feature Unicorns (hitting screens on July 5th), before taking us on his perfect trip to the movies to discover the the Ridley Scott movie that has the perfect ending, the Oscars moment that he considers the most shocking, the line from One Flew O…

1
Are Markets Beginning To Roll Over? | Weekly Roundup 1:18:49

4M ago1:18:49

1:18:49

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow 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 ent…

1
Liquidity Will Soon Rise | Joe McCann 44:14

4M ago44:14

44:14

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/…

1
Robert Morgan 1:04:08

4M ago1:04:08

1:04:08

Joining Alex in the virtual cinema this week is filmmaker Robert Morgan, to chat about his brilliant new psychological horror 'Stopmotion' about a stopmotion animator becoming obsessed with finishing her movie. Robert then takes us on his perfect trip to the movies, talking about why food is a big no no for him at the cinema, why Henry: Portrait of…

1
What's The End Game For Inflation? | Weekly Roundup 1:05:25

4M ago1:05:25

1:05:25

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow 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 …

1
Stocks Will Continue To Crush Bonds In 2024 | Joseph Wang 39:36

4M ago39:36

39:36

This week Joseph Wang joins the show post FOMC to break down how markets are reacting to positive inflation data & Powell's press conference comments. As the U.S continues to run large fiscal deficits, Joseph outlines his thesis for why he expects stocks to continue crushing bonds in 2024 & why markets will actually crash up instead of down. Enjoy!…

1
Fra Fee 1:06:24

4M ago1:06:24

1:06:24

Rebel Moon star Fra Fee joins Alex in the virtual cinema this week to discuss his brilliant new BBC drama Lost Boys and Fairies as well as take us on his perfect trip to the movies. We discover the joys of going to the cinema by yourself! Discover the magical movie musical out later this year he cannot wait to see! Find out which Richard Curtis mov…

1
Beginning Of The Rate Cutting Cycle, Time To Be Bullish? | Weekly Roundup 1:02:49

4M ago1:02:49

1:02:49

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, we discuss are we at the beginning of a global rate cutting cycle as the ECB, BoC & SNB have all lowered interest rates. How will this impact markets in t…

1
Exploring Crypto's Modular Path | Rex & NoSleepJon 47:32

4M ago47:32

47:32

In this special episode, the Jason and Mike announce the launch of Expansion, a new Blockworks podcast focusing on the modular blockchain ecosystem. Expansion hosts Rex and NoSleepJon aim to explore the modular design concepts and architectural principles in the blockchain space. They highlight the benefits and challenges of modularity, the cultura…

1
The Fed Wants To Ease, Will The Everything Rally Continue? | Warren Pies 48:37

4M ago48:37

48:37

This episode Warren Pies Founder of 3Fourteen Research joins the show to discuss the current state of markets with oil trending lower, markets continuing to rally & a pivotal FOMC next week. Enjoy! -- Follow Warren: https://x.com/WarrenPies Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Blockwo…

1
The Modular Integration Spectrum | Keone & Zon 1:03:50

4M ago1:03:50

1:03:50

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale bl…

1
The Inflation Paradox: Inflation Is Still A Problem | Weekly Roundup 50:03

4M ago50:03

50:03

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week Jack Farley joins us to discuss the biggest stories of the week. With economic data showing early signs of slowing, we deep dive into why inflation is stil…

1
Celyn Jones 1:05:57

4M ago1:05:57

1:05:57

Alex is joined in the virtual cinema by the brilliant actor, writer and director Celyn Jones, who is having a very busy 2024! From 'Swede Caroline' to 'The Almond and the Seahorse' to the upcoming 'Chuck Chuck Baby'. As well as chatting about those movies, Celyn takes us on a wonderful trip, from a fond memory of watching Ghostbusters, to the geniu…

1
The Evolution of Snyk, The Developer Security Company, With Guy Podjarny 50:56

4M ago50:56

50:56

Episode Summary In this special episode of “The Secure Developer,” host Danny Allan interviews Snyk founder Guy Podjarny about the origins and evolution of Snyk. Guy shares his journey from conceptualizing Snyk in the shower to building it into a developer-first security platform. They discuss the challenges and successes of integrating security in…

1
The Ethereum ETF Turning Point | Weekly Roundup 1:05:40

5M ago1:05:40

1:05:40

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week we discuss the Ethereum ETF approval & what it means for ETH the asset, crypto more broadly & U.S elections. We then deep dive into the bull thesis & discu…

1
The Ethereum ETF Is Approved | Eric Balchunas & James Seyffart 26:39

5M ago26:39

26:39

We apologise for any video/audio issues this episode! -- This episode Eric Balchunas & James Seyffart join the show to discuss the sudden Ethereum ETF approval shock that surprised markets this week. Enjoy! -- Follow Eric: https://x.com/EricBalchunas Follow James: https://x.com/JSeyff Follow Mike: https://x.com/MikeIppolito_ Follow On The Margin: h…

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Danni Wang Podcasts

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