Everything the podcasts said · one show
On The Margin
≈ weeklyBlockworks crypto and macro interviews.
In the last 30 days, On The Margin produced 72 attributed ideas.
8
Ideas · 7d
72
Ideas · 30d
310
Ideas · all time
44
Episodes
Latest attributed ideas · most recent first
25 AUG2D AGOHe Left JP Morgan to Let AI Move $Trillions For You · 10:30
Agentic economy needs a trust layer
“The guest argued that the rise of AI agents handling financial transactions creates a critical need for a new trust and verification infrastructure, as the current human-centric financial system is not designed for autonomous entities.”
Core thesis · 5/5Open in Zortix →
25 AUG2D AGOHe Left JP Morgan to Let AI Move $Trillions For You · 05:30
25 AUG2D AGOHe Left JP Morgan to Let AI Move $Trillions For You · 12:45
25 AUG2D AGOHe Left JP Morgan to Let AI Move $Trillions For You · 01:15
25 AUG2D AGOHe Left JP Morgan to Let AI Move $Trillions For You · 45:00
Startup success pillars: team, execution, moat
“The guest argued that the three fundamental pillars for building a company are a strong team, a clear and adaptable path to growth (execution), and a defensible competitive advantage (moat), especially in an age of AI where ideas are easily copied.”
Explored in depth · 4/5Open in Zortix →
25 AUG2D AGOHe Left JP Morgan to Let AI Move $Trillions For You · 20:00
Quant vs discretionary trading as different valid strategies
“The guest argued that quantitative and discretionary trading (like using Elliott Wave) are simply different approaches to profit in a chaotic market, with no single 'best' strategy, and success depends on discipline and risk management.”
Explored · 3/5Open in Zortix →
25 AUG2D AGOHe Left JP Morgan to Let AI Move $Trillions For You · 09:20
25 AUG2D AGOHe Left JP Morgan to Let AI Move $Trillions For You · 30:00
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 3:00
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 07:00
IRA Financial's all-in-one platform differentiator
“The guest argued IRA Financial's platform is uniquely positioned as the only one in the US allowing stocks, cryptos, and alternative assets (real estate, private equity) in a single retirement account for a flat fee.”
Core thesis · 5/5Open in Zortix →
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 15:30
Success requires deep industry immersion
“The guest argued that true success in any field requires becoming an expert through immersion, making mistakes with others' resources first, and gaining foundational experience, not just taking courses or seeking quick riches.”
Explored in depth · 4/5Open in Zortix →
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 02:30
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 02:30
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 8:00
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 35:00
Wealthy portfolios are heavy in alternatives
“The guest observed that super-wealthy individuals typically allocate 60-70% of their portfolios to alternative assets like real estate, private businesses, and Bitcoin, not the traditional 60/40 stock/bond mix.”
Substantive discussion · 3/5Open in Zortix →
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 25:00
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 15:00
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 5:30
19 AUG1W AGO"I Move $7 Billion for People Who Hate Index Funds" · 15:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 12:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 15:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 05:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 12:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 22:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 25:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 00:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 02:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 20:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 25:00
15 AUG2W AGOHe Runs the Blockchain That Moved $2.5 Trillion · 02:30
