Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
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The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan
Manage episode 431852698 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, 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!
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Follow Danny: https://x.com/DannyDayan5
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
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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/
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Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(00:32) FOMC Takeaway's
(03:24) The Economy Is Strong, Should The Fed Cut Rates?
(11:03) Mantra Ad
(12:10) Why Is This Economic Cycle Different?
(17:56) QRA & The QT Impact
(22:08) What's The Trade?
(28:27) Permissionless Ad
(29:05) Stock Market Rotation & The Yen Carry Trade Unwind
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
360 episodes
Share
Manage episode 431852698 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, 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!
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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/
--
Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(00:32) FOMC Takeaway's
(03:24) The Economy Is Strong, Should The Fed Cut Rates?
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(17:56) QRA & The QT Impact
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(28:27) Permissionless Ad
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360 episodes
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Similar to On The Margin
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
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…
continue reading
Each weekday, Marketplace’s Kai Ryssdal and Kimberly Adams make today make sense. Along with our supersmart listeners, we break down happenings in tech, the economy and culture. Every Tuesday we bring on a guest to dive deeper into one important topic. Because none of us is as smart as all of us.
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continue reading
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…
continue reading
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…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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