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A Soft Landing Is Unrealistic | Andy Constan

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Manage episode 429366705 series 2896106
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

364 episodes

Artwork
iconShare
 
Manage episode 429366705 series 2896106
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

  continue reading

364 episodes

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