Podcast: Facebook is Meta, Investors Favor Stocks, Bond Sentiment Falls, Record Lows
Get your macro fix with Blockworks’ own Mike Ippolito and co-host, Mark Yusko.
In the weekly roundup episode of Blockworks’ podcast “On the Margin,” dive deep into investor preferences by first looking at a chart from Michael Batnick of the S&P since March of 09 annotated with mini investor panics.
Spoiler alert: the number goes up, and dips should always be bought.
Next they observe and explain investor sentiment on bonds. Consequently, aggregate capital allocation from households, mutual funds, pension funds and foreign investors is 52% allocated to stocks, even higher than it was at the peak of the dot com mania.
Both Mike and Mark take a deep look at structural growth through the lens of some fun charts, found courtesy of Raoul Pal at Global macro investor, and end with a look at the “Quarterly Earnings” of the Ethereum network.
They also discuss:
- Eth
- Facebook’s pivot to Meta
- The debt crisis
- and more!
Watch the full episode below! 👇
“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week he is joined by co-host Mark Yusko where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.
Subscribe to “On the Margin” today on Apple or Spotify, or watch episodes on YouTube.
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