An Update On The 'March Banking Panic' | Weekly Round Up

This week, Jack Farley host of the Forward Guidance podcast joins the show to discuss bank earnings a month on from the "March banking panic". We also discuss the Fed's weekly H.4.1 report which saw a slight uptick in the BTFP usage, and a slight reduction in the discount window borrowing. We then tie how all these factors will effect the economy and markets, but to hear that, you'll have to tune in!
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Lightspeed Podcast Opportunity

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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.

[Wyatt]

Really awesome to see a blockworks pod that doesn’t start with a discussion of socks, then follows with old stories of old trades from an old man.

[georgelien]

You guys are doing really jobs over there. Thanks !

[wolfsden]

I listen to this show at light speed @ 1.25 or 1.5 x😅. Jack is the man btw. Great interviewer!

The ignorance in Texas is bigger.😂

[stevenjuan]

Making money is not the same as keeping it there is a reason why investments aren't well taught in schools, the examples you gave are well stationed, the market crisis gave me my first millions, people shy away from hard times, I embrace them.. well at least my advisor does lol

[wihenao]

39:24 so the time to be bearish is over? Let's go back to the 2008 financial crisis boys. They finished hiking at the end of 2006... are you going to tell me that time to be cautious during the 2008 crisis was at the end of 2006? Gentlemen. This is just getting started.

[stanminna]

Mark is hard to listen to, a lot of blah blah, but he typically has 3-5 valuable insights per episode

Jack is extremely good at taking the audience along on advanced topics and discussions

[TradeSpeakeasy]

😂😂 ‘I’m cautious’ ‘that’s not my base case 😂😂 it’s a sad day in comedy when those two phases make you laugh out loud 😭😭

[kurtmaxberry]

Men with big forward have great potential 🎉

[extraclip]

Mark, you're killing me over here.
Get back to work 😂
The energy is off.

[stanminna]

I think mike is considering selling bitcoin before the dip and wanted to pick jack's brain about liquidity's future..

..and decided that'd make great copy, which was a good hunch.

The take-home is mike isn't very short term bullish on bitcoin..

[olgaconway]

I don’t agree, the commercial office leasing is down by 30% in some cities. This influence the commercial Reits etc

[dt-jyig]

No comparison between US and China regarding reopening. Chinese consumer will remain relatively constrained. No social security, little to no healthcare coverage. China wages remain compressed. Real estate weakness, where many Chinese households hold the bulk of savings will keep spending constrained. Keep an eye on the renminbi.

[Renseru]

How to unlock the alpha from Jack at timestamp 36:45!? 😛
Great info!!

[vinny]

Show is better without Mark. Not trying to be mean - just the truth. You two are really good together.

[Robyn-Hood]

Great show! Mike please stop using plastic lids

[robertspray]

Mike you may want to examine the design on that shirt. It's commonly know not to be a kid frendily symbol. Just saying.

[richiedubs]

Maybe we have another situation where the real economy gets destroyed but financial assets out-perform. Business as usual, in other words.

[chara]

I can't wait for the Permissionless event

(so that you guys can stop shilling it three times every podcast episode)

[dukescolej]

This is such permabull nonsense. These guys do great interviews, I think they're good at it, but I couldn't possibly disagree more with everything they say, I think they're pullin' too hard on that hopium pipe

[birdofprey]

This needs to be said: jack is a good guy but NO ONE CAN UNDERSTAND WHAT HE'S SAYING, EVER! I would love to watch these all the way through but jack (and Westin n), despite their intelligence, cannot speak coherently enough for the average person to understand. This is holding you guys back in a serious way