Best Michael Choi Podcasts (2024)

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

1h 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
Innovations in GERD: What Vonoprazan (Voquezna) May Offer Over PPIs, with Adelina Hung, MD 7:06

22h ago7:06

7:06

Proton pump inhibitors have long been the mainstay of treatment for gastroesophageal reflux disease (GERD), dating back to omeprazole (Prilosec)’s initial approval in 1989. However, the treatment landscape has undergone its first major changes in the past 30 years with the emergence of vonoprazan (Voquezna). A novel, first-in-class small molecule p…

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

37m 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
What Deflation Means for Crypto, Gold and Tech | Weekly Roundup 59:21

4h 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
An Inevitable Recession? Why the Soft Landing is a Myth | Julian Brigden 57:18

3d 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
FDA First Half Recap: Dermatology in 2024 40:18

15d ago40:18

40:18

Led by a flood of biologic therapies becoming available and progressing within the therapeutic pipeline, the field of dermatology finds itself in the midst of a watershed moment for many dermatologic conditions. To celebrate and recap the advancements occurring in the first half of 2024, the editorial team of HCPLive Dermatology sat down with James…

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

10d 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
New Insight: A Look at Gildeuretinol (ALK-001) for Stargardt Disease w/ Seemi Khan, MD 21:19

14d ago21:19

21:19

In the latest episode of New Insight with Veeral Sheth, MD, host Veeral Sheth, MD, director of clinical research at University Retina, speaks with Seemi Khan, chief medical officer at Alkeus Pharmaceuticals, on the company’s lead candidate being evaluated in clinical trials for the treatment of Stargardt disease and geographic atrophy (GA) secondar…

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

14d 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
Allan Spivack, JD MBA 79 – Building Community Through Home Furnishings 31:33

20d ago31:33

31:33

The OneHaas alumni podcast is honored to have Allan Spivack, philanthropist, community builder, and business leader, share his career path insights on today’s episode. Allan spent much of his childhood fascinated by how his dad ran their family home furnishings business. But he was also curious about how businesses could be used for social good. Af…

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

20d 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
Are Markets Beginning To Roll Over? | Weekly Roundup 1:18:49

21d 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

24d 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
What's The End Game For Inflation? | Weekly Roundup 1:05:25

28d 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
Jeff Wang, MBA 20 – Diving Deep Into the World of AI 33:21

29d ago33:21

33:21

Today’s guest on the OneHaas alumni podcast is Jeff Wang, the head of business at Codeium and co-founder of RocketFuel Education. Jeff grew up in Chicago with a passion for experimenting with the latest cutting edge technology. After some unfilling corporate jobs, Jeff got his MBA at Haas and jumped head first into the startup world. From there, he…

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

1M 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
Josh Lee - Keplr, and the future of Interchain Wallets 52:19

1M ago52:19

52:19

In this episode, we chat with Josh Lee, founder of Keplr. We reminisce about the early days of Keplr, and what building a Korean Crypto company is like. We also touch on the origin story behind Osmosis, and what Josh has learned from being a co-founder of both Keplr and Osmosis. Josh also shares lessons from building an infrastructure company in Cr…

1
New Insight: A Look at the OcuLenz with Michael Freeman, CEO of Ocutrx 29:28

1M ago29:28

29:28

Since the mid-20th century ushered in the ‘Information Age’, a desire for innovation has driven the pursuit of technological advancements. Many may immediately consider the transformations personal computers and smartphones have had on modern society, but these advancements have transformed the fields of medicine time and time again. In the latest …

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

1M 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

1M 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

1M 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

1M 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

1M 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
Albert Lee, MBA 04 – Entrepreneurship Through Everyday Problem Solving 47:52

1M ago47:52

47:52

On this episode of OneHaas, entrepreneur, advisor, and investor Albert Lee shares his career journey from finance to the startup world and his invention of the app, MyFitnessPal. Born to Korean-immigrant parents, Albert grew up in a small town outside Albany, New York. His dad worked as a scientist at a research and development laboratory right nex…

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

2M 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

2M 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…

1
Forget Rate Cuts, The Fed Will Raise Rates Again In 2024 | Danny Dayan 57:37

2M ago57:37

57:37

This episode Danny Dayan joins the show alongside Felix Jauvin for a discussion on the problem the Fed faces as inflation remains too high. Making the argument for another rate hike in 2024 vs consensus of rate cuts, we deep dive into financial conditions, the deficit impact, how the Fed broke the yield curve in 2021 & more. Enjoy! -- Follow Danny:…

1
The Biggest Risk Is A Market Melt-Up | Weekly Roundup 1:11:23

2M ago1:11:23

1:11:23

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 bullish setup for an everything rally. After a bullish CPI print, the return of roaring kitty & most macro event risk behind us, are animal …

1
Anand Gomes - Paradex and the Crypto Derivatives Landscape 59:05

2M ago59:05

59:05

In this episode, we chat with Anand Gomes, founder of Paradigm and Paradex, two different crypto derivatives products. We begin with Anand’s journey as a derivatives trader, which led him to build Paradigm, an institutional block trading platform for crypto options. After the FTX crash, Anand was inspired to create a new decentralized exchange – Pa…

1
What Stops The Runaway U.S Fiscal Trainwreck? | Weekly Roundup 1:11:07

2M ago1:11:07

1:11:07

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 current U.S fiscal situation. What impact will elections have on markets & the every growing U.S debt burden. Enjoy! -- Avalanche is a smart…

1
Powell's Bullish Signal To Markets | Weekly Roundup 1:07:54

2M ago1:07:54

1:07:54

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 bullish setup post FOMC & QRA. We also discuss the rise of distrust in institutions, Japan's Minsky moment, the rise of passive & more. Enjo…

1
Surging Liquidity Is Fueling Higher Inflation | Bob Elliott 48:52

2M ago48:52

48:52

This week Bob Elliott joins the show post FOMC to discuss what is driving markets in 2024. We discuss why inflation remaisn too high, why the bond market needs to tighten financial conditions & what's driving the huge rally in Gold. Enjoy! -- Follow Bob: https://twitter.com/BobEUnlimited Follow Mike: https://twitter.com/MikeIppolito_ Follow On The …

1
Noor Gaith, BS 17 – Bringing Palestinian Roots to Specialty Coffee 33:24

3M ago33:24

33:24

This month, OneHaas is honored to welcome Noor Gaith to the podcast. Noor is the co-founder of Jaffa Coffee Roasters, named after the city, and specializes in artisanal coffee experiences. Noor and his brothers grew up in the Bay Area but come from a big Palestinian family. Raised by immigrant parents from Palestine and Jerusalem, Noor learned the …

1
Huge Earnings Beat For Big Tech | Weekly Roundup 1:02:03

3M ago1:02:03

1:02:03

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 we discuss big tech earnings & the role of fiscal dominance on earnings growth. To hear all this & more, you'll have to tune in! -- Kinto is the Safety-fir…

1
Inflation Still Isn't Going Back To 2% | Vincent Deluard 52:03

3M ago52:03

52:03

This week Vincent Deluard returns to the show to discuss the most important topic in markets today... inflation. After joining the show in February 2023, Vincent was an early inflationista making the case that inflation would not return to 2%. Well, one year later that call has been correct as inflation remains elevated above the Fed's 2% target. T…

1
The Bitcoin Halving Impact | Weekly Roundup 1:10:20

3M ago1:10:20

1:10:20

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 macro forces driving markets, the 2024 Bitcoin halving and the path forward for inflation. To hear all this & more, you'll have to tune in! …

1
Cem Özer - Sovereign Labs, Rollups, and Appchains 55:27

3M ago55:27

55:27

In this episode, we chat with Cem Ozer, founder of Sovereign Labs. We begin with Cem’s personal journey in crypto, and how this experience led him to build Sovereign Labs. We then discuss how developers evaluate the many permutations of rollups and blockchain frameworks available today, and where Sovereign Labs fits into this landscape. We dive int…

1
The 2024 Bitcoin Halving | Chris Kuiper 58:45

3M ago58:45

58:45

We apologize for video/audio lag in today's episode! -- 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 Chris Kuiper Director of Research at Fidelity Digital Assets joins the show for an overview of the …

1
Surprise Inflationary Wrecking Ball Hits Markets | Weekly Roundup 1:01:06

3M ago1:01:06

1:01:06

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 hot inflation print which rocked markets. As the long end sold off, commodities continue drifting higher & rate cut expectations get pushed …

1
Rising Liquidity Is Fueling A Bull Market In Gold & Bitcoin (Part 2/2) | Lyn Alden & Luke Gromen 40:04

3M ago40:04

40:04

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 is part 2/2 of our conversation with Lyn Alden & Luke Gromen. In this episode we deep dive into the path forward for inflation, the U.S Dollar, bonds & what is …

1
The U.S Debt End Game (Part 1/2) | Lyn Alden & Luke Gromen 49:23

3M ago49:23

49:23

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 Lyn Alden & Luke Gromen join the show to discuss the rise of fiscal dominance, the path forward for inflation & the end game for U.S debt. Part 2 of this d…

1
Will The Fed Cut Rates In 2024? | Weekly Roundup 1:05:43

3M ago1:05:43

1:05:43

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 potential headwinds for markets as the long end shows signs of selling off. Despite those headwinds, equities remain elevated with financial…

1
Tricia Tran, BS 99 – Empowering Women in Leadership 25:03

4M ago25:03

25:03

In this episode of OneHaas, meet alumna Tricia Tran, Senior Field Marketing Manager of the financial services and Fintech group at ServiceNow. She’s also the founding co-President of the Berkeley Haas Women in a leadership Alumnae network. A child of Vietnamese immigrant parents, Tricia grew up in the Bay Area with her heart set on one day attendin…

1
Jacob Arluck and Andrew Huang - Celestia, Conduit, and the Modular Future 1:06:18

3M ago1:06:18

1:06:18

In this episode, we chat with Jacob Arluck, head of strategy at Celestia Labs, and Andrew Huang, founder of Conduit. We cover a number of topics in the modular blockchain space, starting with the impact of DA solutions on the rollup landscape and the budding partnership between Conduit and Celestia, the leading RaaS and DA solutions in the market r…

1
The Past, Present and Future of Crypto | DAS London 2024 36:54

3M ago36:54

36:54

This is a live panel taken from the 2024 Digital Asset Summit. Daniel Masters (CoinShares) & Jonathan Cheesman (Room 40 Capital) discuss the past, present & future of crypto. Enjoy! -- Follow Daniel: https://twitter.com/dannylmasters Follow Mike: https://twitter.com/MikeIppolito_ Follow On The Margin: https://twitter.com/OnTheMarginPod -- Disclaime…

1
Inflation's Role In The Fourth Turning | Weekly Roundup 58:39

4M ago58:39

58:39

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 Tyler is back from Vegas! We discuss the path ahead for inflation, political influence in markets & Neil Howe's popularized fourth turning thesis. To hear …

1
Trading the Next Crypto Bull Market | Avi Felman & Jonah Van Bourg 45:43

4M ago45:43

45:43

We gathered at DAS London to record the first ever live episode of 1000x. Mike, Avi & Jonah discuss where are we in the cycle, the ETF impact, Bitcoin's path to $100,000, is the alt L1 trade dead & of course meme coins. Be sure to go follow the 1000x podcast if you enjoyed this episode! -- Follow Mike: https://twitter.com/MikeIppolito_ Follow Avi: …

1
The Game Changing Impact Of A Spot Bitcoin ETF | DAS London 2024 42:53

4M ago42:53

42:53

This is a live panel taken from the 2024 Digital Asset Summit. Matt Hougan (Bitwise), Leon Marshall (Galaxy), Michael Sonnenshein (Grayscale) & Tony Ashraf (BlackRock) discuss the game changing impact of a spot Bitcoin ETF. Enjoy! -- This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal info…

1
Fed Signals Rate Cuts In 2024 | Weekly Roundup 1:04:19

4M ago1:04:19

1:04:19

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 Powell's dovish FOMC presser and the path forward for rate cuts in 2024. To hear all this & more, you'll have to tune in! -- Follow On The Margi…

1
The Biggest Macro Trade Of All-Time | Anthony Scaramucci & Dan Tapiero 40:38

4M ago40:38

40:38

This is a live panel taken from the 2024 Digital Asset Summit. Anthony Scaramucci & Dan Tapiero discuss the macro case for digital assets hosted by Noelle Acheson. Enjoy! https://blockworks.co/event/digital-asset-summit-2024-london -- Follow Anthony: https://twitter.com/Scaramucci Follow Dan: https://twitter.com/DTAPCAP Follow Noelle: https://twitt…

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Michael Choi Podcasts

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