The Economy Remains Strong, Stocks Continue To Melt-Up | Danny Dayan

On The Margin

In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy!

--

Follow Danny: https://x.com/DannyDayan5

Follow Felix: https://x.com/fejau_inc

Follow On The Margin: https://twitter.com/OnTheMarginPod

Follow Blockworks: https://twitter.com/blockworks_

On The Margin Newsletter: https://blockworks.co/newsletter/onthemargin

--

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

(00:32) FOMC Takeaway's

(03:24) The Economy Is Strong, Should The Fed Cut Rates?

(11:03) Mantra Ad

(12:10) Why Is This Economic Cycle Different?

(17:56) QRA & The QT Impact

(22:08) What's The Trade?

(28:27) Permissionless Ad

(29:05) Stock Market Rotation & The Yen Carry Trade Unwind

(37:51) What's Next For Markets?

--

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.