On today's episode of On the Margin, we are joined by Byron Gilliam, Blockworks' very own Newsletter writer for a discussion on top market events in 2022, and what to expect going into 2023.
We begin by discussing the current bear market in equities and bonds where Byron highlights "this bear market is not that bad" compared to previous bear markets. With his experience as an equites trader, Byron shares his thoughts on the typical 60/40, what equities look reasonably priced after the corrections seen in 2022 and how inflation influenced the investing environment over the year.
We then reflect on the crypto markets in 2022 and some of the CeFi deleveraging. Is this positive long term for the space, or could this hinder investor interest in the industry. To hear all this and more, you'll have to tune in!
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Referenced In The Show:
https://blockworks.co/newsletter/
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Timestamps:
(00:00) Introduction
(01:06) This Bear Market Is Not That Bad
(03:07) Is 60/40 Dead?
(04:56) Is Inflation Secular, Or Will Transitory Be Proven Right?
(07:37) Are Earnings The Next Shoe To Drop?
(09:55) The Importance of Liquidity In 2022
(12:24) In Defense of Arthur Burns
(21:29) Could Market's Be Flat For A Decade?
(26:32) Reflecting On Crypto In 2022
(29:12) Crypto Will Be Great For Users, But Not For Investors
(35:38) Does Crypto Really Need A New Bull Market?
(38:04) Will CeFi Contagion Help Spur DeFi Growth?
(43:38) Has Elon Musk Bitten of More Than He Can Chew With Twitter?
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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.
