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!
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Timestamps:
(00:00) Introduction
(01:37) Non-Farm Payrolls
(09:52) Comparing Other Labor Market Data
(12:47) The Fed's Reaction Function
(17:54) The Yield Curve Uninverting
(19:13) Credit Spreads & Equity Rotation
(25:54) Buy What The Government Is Incentivizing
(28:34) Advertisements
(29:48) Tyler's AI Rant
(33:25) What's Going On In China?
(39:30) Flight From China
(41:52) Permissionless Ad
(42:32) Crypto Market Update
(44:54) The Effects Of Rate Cuts
(47:13) Bitcoin Downside & Outlook
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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.