Huge Earnings Beat For Big Tech | Weekly Roundup

แชร์
ฝัง
  • เผยแพร่เมื่อ 26 เม.ย. 2024
  • Follow On The Margin On Spotify: spoti.fi/46WWQ6T
    Follow On The Margin On Apple Podcasts: apple.co/3UsnTiM
    Follow Blockworks Macro On TH-cam: bit.ly/3NKpujX
    --
    This week we discuss big tech earnings & the role of fiscal dominance on earnings growth. To hear all this & more, you'll have to tune in!
    --
    Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system. It features user-owned KYC and native account abstraction to solve the biggest blockers to mainstream adoption: security and user experience.
    Kinto's launch program is onboarding institutional players and DeFi users before its public launch. If you believe in bridging the gap between TradFi and DeFi today, join Kinto's launch program at engen.kinto.xyz
    --
    Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: blockworks.co/event/permissio...
    --
    Follow On The Margin: / onthemarginpod
    Follow Felix: / fejau_inc
    Follow Tyler: / tyler_neville_
    Follow Quinn: / qthomp
    Follow Blockworks: / blockworks_
    --
    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.
  • บันเทิง

ความคิดเห็น • 106

  • @k8085Forest-zb4xl
    @k8085Forest-zb4xl หลายเดือนก่อน +29

    This seems like the worst period.
    Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!..

    • @JouhetnFmly
      @JouhetnFmly หลายเดือนก่อน

      Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to harriet alice

    • @osgood906
      @osgood906 หลายเดือนก่อน

      I agree just reached my goal of $500k yearly trade earnings. Setting realistic goals is an essential part of trading

    • @k8085Forest-zb4xl
      @k8085Forest-zb4xl หลายเดือนก่อน

      Please educate me, i'm willing to make consultations to improve my situation,

    • @JouhetnFmly
      @JouhetnFmly หลายเดือนก่อน

      She's recognized as 'Mrs alice harriet. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

    • @EmmBertha
      @EmmBertha หลายเดือนก่อน

      Yeah, 125k from alice harriet. , looking up to acquire a new House, blessings

  • @Njc451
    @Njc451 หลายเดือนก่อน +3

    Mike is taking care of his plant! It requires a lot of work

  • @YesItIs8452
    @YesItIs8452 หลายเดือนก่อน +2

    Can you please make timestamps. I think a lot of people will not listen to an hour of esoteric macro speculation without knowing what to expect next.

    • @trapOrdoom
      @trapOrdoom 15 วันที่ผ่านมา

      Esoteric macro speculation is fucking godlike 😂 did you coin that?

  • @ivnprc
    @ivnprc หลายเดือนก่อน

    Great take on Japan debt service cost to fiscal budget, put things into perspective when thinking of the highly publicized US unraveling situation…

  • @jingmu1289
    @jingmu1289 หลายเดือนก่อน

    Great discussion! Thanks for the round up!

  • @mattanderson6672
    @mattanderson6672 หลายเดือนก่อน

    Thanks guys

  • @BR-hi6yt
    @BR-hi6yt หลายเดือนก่อน

    They sound convincing but are they right?

  • @jasonclement6305
    @jasonclement6305 หลายเดือนก่อน

    I still think TLT higher. I'm willing to be wrong (and I am sometimes) when the monthly chart low is taken out. There's a lot of volume down here...late into this down move. It doesn't look like continuation with so much volume. (This isn't a rates cut call... maybe they will maybe they wont)
    Might be spx / ndx turning might bring bond buyers. It'd be different than the last downleg because hikes aren't happening in parallel with the move.. so the recent correlation between stocks and bonds could break.

  • @Shobiwan1
    @Shobiwan1 หลายเดือนก่อน

    Keyboard guy has been doing Mike some real solid’s - hope he gets a lit discount code

  • @slowridefpv9668
    @slowridefpv9668 หลายเดือนก่อน

    Better be big beats at these multiples ;)

  • @luisfernandoalves2748
    @luisfernandoalves2748 หลายเดือนก่อน +1

    The yen today represents what the dollar will do in the not so distant future. Huge amounts of debt piling up, staggering and persistent deficits across the board with no end in sight, rampant debt service costs and inflation way above the FED's target. If the dollar devalues against other currencies (say ~40% like it has done many times in the past), inflation will get even hotter, which will trigger even higher rates for even longer. Good luck to those buying garbage at 40x multiples.

    • @tragicslip
      @tragicslip หลายเดือนก่อน

      it took 30y for the yen to make this move.

  • @jarrodnunn
    @jarrodnunn หลายเดือนก่อน

    Japan US coordinated yuan weakening ?

  • @wifiunove1650
    @wifiunove1650 หลายเดือนก่อน +1

  • @user-dy3hz9yf8h
    @user-dy3hz9yf8h หลายเดือนก่อน

    you guys are great and love the perspective!

  • @pitfour7396
    @pitfour7396 หลายเดือนก่อน +2

    This Canadian guy is pretty good eh.😂

  • @mshultz2324
    @mshultz2324 หลายเดือนก่อน +1

    Good show... i tune in to see how tropical whatshisnames outfit is going to be.... i am hoping for a blow off top in key westian style soon!

  • @JoshAlmond
    @JoshAlmond หลายเดือนก่อน +2

    I remember when I just got into crypto back in 2019 but later in 2020 I ended up selling it because I was dumb and I didn't understand it. I studied and learn and now I know how it works. Got back into crypto 2023 with 10k and I'm up with 128k in a short period of time. This comment serves as motivation for all those who have invested and continue to invest in cryptocurrencies with so many looses, do not give up, cryptocurrencies can change your life. Do your best to connect with the right people and you will surely see changes.

    • @AdahKohLook
      @AdahKohLook หลายเดือนก่อน

      Yes, I'm celebrating a $95,000 stock portfolio today.
      I started this trip with just a small investment. I have invested time and right conditions, now I have time for my family and the life that awaits me.

    • @SayenNormack
      @SayenNormack หลายเดือนก่อน

      Crypto is bringing a different revolution in the world economy. People who are optimistic investor earn consistently....... others will just sit and watch

    • @RichesMateo
      @RichesMateo หลายเดือนก่อน

      As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.

    • @AlmedUsuma
      @AlmedUsuma หลายเดือนก่อน

      When someone is straight forward and good at what they do best. People will always say speak for them, for me I would say give Mrs Natalie Brunnel a try and you will be happy you did.

    • @SantioSantio-vz2kp
      @SantioSantio-vz2kp หลายเดือนก่อน

      YES! that's exactly her name (Natalie Brunnell) | watched her interview on CNN News and so many people recommended highly about her she is an expert and I'm just starting with her.

  • @gblinks6831
    @gblinks6831 หลายเดือนก่อน +15

    Please 🙏,,,how can I make profitable investment as crypto has become dominant?

    • @user-un9ut3be9w
      @user-un9ut3be9w หลายเดือนก่อน

      As a beginner, the best you can do to yourself is to get a professional that will handle your account and minimize lost to it's nearest rate.

    • @user-un9ut3be9w
      @user-un9ut3be9w หลายเดือนก่อน

      MsCastro Willow is known for her impressive contribution in the crypto space

    • @user-wp7rt8hi7c
      @user-wp7rt8hi7c หลายเดือนก่อน

      There are alot of investing opinions (real estate, stock, gold , silver and cryptocurrency)

    • @user-wt1ny9qj6v
      @user-wt1ny9qj6v หลายเดือนก่อน

      Actually I've lost so much trying to trade on my own, looking for professional to start my trade with.

    • @user-nn9oz1qe3e
      @user-nn9oz1qe3e หลายเดือนก่อน

      Most times you don't just start trading on your own, sorry for your loss, I will advise you to get a professional in this.

  • @Weetorp
    @Weetorp หลายเดือนก่อน

    These guys are just guessing.

  • @georgesiew6203
    @georgesiew6203 หลายเดือนก่อน

    Yikes you guys' understanding of net exports is completely wrong. Someone was not taught economics properly. Imports do not subtract from GDP. They are subtracted off GDP at the end to account for payouts to foreigners from the final consumption spending. Every dollar of imports generates much more than one dollar of final consumption. Many imports that come into the US are marked up by a fairly large amount before being distributed and consumed. A high imports number should be connected to a high GDP reading because it should be generating much more than itself in final consumption. The fact that the import number is so high while GDP is so low is a very bad sign. It means that the economy is undergoing a lot of substitution away from domestic production so that the even if spending is high, income is actually low because there are large rising payouts to foreigners. In other words the economy is spending itself into the toilet and the industrial base is being further hallowed out.

  • @Josh-xe5vi
    @Josh-xe5vi หลายเดือนก่อน

    200k over asking? Lmao you live in a gated neighborhood? Martha's vineyard?

  • @dazedhavoc
    @dazedhavoc หลายเดือนก่อน

    Stocks will only go up. Nothing can stop them. Bad news is good news , good news is good news.

  • @stevecatpatrick8056
    @stevecatpatrick8056 หลายเดือนก่อน

    The US is doing great All their allies are doing shit If the US can't really take a little pain domestically for the benefit of their allies then that kind of speaks volumes about their use as an ally

  • @lee-yz6ze
    @lee-yz6ze หลายเดือนก่อน

    This song sucks.

  • @alexangela2306
    @alexangela2306 หลายเดือนก่อน +1

    Hate this comes up following blockworks. Wasn't a fan of Mark but please not these guys. Not watching till i get other hosts.

  • @Gr8erThan8
    @Gr8erThan8 หลายเดือนก่อน

    This pod was 10x better with yusko

    • @5kribbles
      @5kribbles หลายเดือนก่อน +3

      0% true statement

    • @Weetorp
      @Weetorp หลายเดือนก่อน

      @@5kribbles Im not sure, 0 x 10 is still 0 ;)