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Building a Firm Foundation for Life in Fitness, Food, and Finance I believe in building a strong foundation for life through functional fitness, farm-fresh nutrition, and sound financial practices. Join us in creating a healthy and resilient future! We are Happy, humble, helpful people that want to be healthy and fit now, as well as in their 90's. I talk about how to live that good life now and later with heavy slant towards fitness, nutrition, mindset and goals. I will even get into raising ...
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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.
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RPG Radio Show

Daniel Storm, Benton Olivares, Luke Hatmaker, Zack McCann, Andy Kanies, Ben Stonick, Courtney Taylor

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On this show, a group of actors will shape an epic, fantasy tale. Our show is a blend of audiobook, radio drama, and improvised role-playing game. We bring the world of Sildume to life with sound effects, music, and character voices. We strive to create a show that is safe and enjoyable for the whole family. We avoid explicit language and other adult-only content. There are, however, some themes that very young children may find distressing. We recommend parental supervision for children you ...
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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…
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BP cobra commander shirt https://52b3cc-3.myshopify.com/products/cobra-t-shirt?variant=41198112571474 Garage Fitness Online - Landing page https://www.crossfitgarage.com/garage-fitness-online https://liondiet.com/get-started/ https://twobrainbusiness.com/two-brain-radio-buying-gym/ linkedin andy-mccann-1b9937 On this podcast you will receive action…
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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…
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BP cobra commander shirt https://52b3cc-3.myshopify.com/products/cobra-t-shirt?variant=41198112571474 Garage Fitness Online - Landing page https://www.crossfitgarage.com/garage-fitness-online Go here for FB group community (and to ask questions) https://www.facebook.com/groups/garagefitnessonline Sign up here in Wodify (we launch officially on 9/8)…
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Garage Fitness Online - Landing page https://www.crossfitgarage.com/garage-fitness-online Go here for FB group community (and to ask questions) https://www.facebook.com/groups/garagefitnessonline Sign up here in Wodify (we launch officially on 9/8) https://garage.wodify.com/OnlineSalesPortal/PaymentPlans.aspx?LocationId=208&OnlineMembershipId=27238…
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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…
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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:…
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Garage Fitness Online - Landing page https://www.crossfitgarage.com/garage-fitness-online Go here for FB group community (and to ask questions) https://www.facebook.com/groups/garagefitnessonline Sign up here in Wodify (we launch officially on 9/8) https://garagefitnessonline.wodify.com/OnlineSalesPortal/PlanPurchaseEntry.aspx?OnlineMembershipId=27…
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Landing page https://www.crossfitgarage.com/garage-fitness-online Sign up here in Wodify (we launch officially on 9/8) https://garagefitnessonline.wodify.com/OnlineSalesPortal/PlanPurchaseEntry.aspx?OnlineMembershipId=273064&OnlineMembershipPaymentOptionId=1077223&IsMobile=False&AuthenticationToken=By Andy McCann
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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…
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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…
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Jump to 14:00 min to get to Rich Dad Poor Dad - Robert Kiyosaki Dave Ramsey The Psychology of Money - Morgan Housel On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial p…
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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…
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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…
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BUY here Nutrition Kickstarter with tracking and measuring Sign up here https://garage.wodify.com/OnlineSalesPortal/PaymentPlans.aspx?LocationId=208&OnlineMembershipId=272381 On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through func…
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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…
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Missing the Thrill of Competition? Join Garage Fitness Online and Get Back in the Game! Working out alone in your garage is convenient, but let’s be honest – it’s also a bit lonely. At Garage Fitness Online, we bring the community and competition back to your workouts. With elite programming from CrossFit Games athlete Brandon Phillips, online comp…
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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…
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Here is the consultation link: https://kilo.gymleadmachine.com/widget/bookings/smartandsimplenutrition/zoomconsult On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial pr…
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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-…
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On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial practices. Join us in creating a healthy and resilient future! We are happy, humble, helpful people that want to be h…
  continue reading
 
coconut water https://harmlessharvest.com/products/organic-coconut-water LMNT https://drinklmnt.com/products/lmnt-recharge-electrolyte-drink?variant=16358367232034 KenDBerryMD https://www.youtube.com/@KenDBerryMD/videos Josh Dech https://gutsolution.ca/ Colonics https://www.colonbrook.com/ Self Sustained Training Crohns https://www.youtube.com/watc…
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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…
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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…
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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…
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On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial practices. Join us in creating a healthy and resilient future! We are happy, humble, helpful people that want to be h…
  continue reading
 
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:…
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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…
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On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial practices. Join us in creating a healthy and resilient future! We are happy, humble, helpful people that want to be h…
  continue reading
 
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…
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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…
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32 at home workouts https://docs.google.com/document/d/1_dh9Ir5RAgG4echvHtjAa6EIwSSVIe1A94QZUNSZ_mU/edit?usp=sharing Fitness in 100 Words "Eat meat and vegetables, nuts and seeds, some fruit, little starch and no sugar. Keep intake to levels that will support exercise but not body fat. Practice and train major lifts: deadlift, clean, squat, presses…
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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…
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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…
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On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial practices. Join us in creating a healthy and resilient future! We are happy, humble, helpful people that want to be h…
  continue reading
 
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…
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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…
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On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial practices. Join us in creating a healthy and resilient future! We are happy, humble, helpful people that want to be h…
  continue reading
 
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: …
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On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial practices. Join us in creating a healthy and resilient future! We are happy, humble, helpful people that want to be h…
  continue reading
 
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…
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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…
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On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial practices. Join us in creating a healthy and resilient future! We are happy, humble, helpful people that want to be h…
  continue reading
 
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…
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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/…
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On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial practices. Join us in creating a healthy and resilient future! We are happy, humble, helpful people that want to be h…
  continue reading
 
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 …
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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!…
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On this podcast you will receive actionable tips on Building a Firm Foundation for Life in Fitness, Food, Finance I believe in building a firm foundation for life through functional fitness, farm-fresh nutrition, and sound financial practices. Join us in creating a healthy and resilient future! We are happy, humble, helpful people that want to be h…
  continue reading
 
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…
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