This week David Cervantes joins the show for a discussion on the current setup for both the economy and markets heading into the second half of 2024. We discuss the recession outlook, will stocks continue to grind higher & how to make macro actionable. Enjoy!--Follow David: https://x.com/EconstratPBFollow Felix: https://x.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodFollow Blockworks: https://twitter.com/blockworks_

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--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--Timestamps:(00:00) Introduction(01:00) The Fed's Already Got Their Soft Landing(08:14) The Economy Is Slowing(11:34) Mantra Ad(12:44) When Will The Fed Cut Rates?(17:15) How To Make Macro Actionable(29:15) Permissionless Ad(29:54) The U.S Fiscal Dilemma(32:18) Can Stocks Continue To Rally In 2024?--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.