The Bullish 2024 Thesis With Travis Kling

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX -- This week, Travis Kling CIO of Ikigai Asset Management joins the show for a discussion on his bullish thesis for 2024. With Stock markets at all-time highs, a rate cutting cycle expected in 2024 & the approval of Bitcoin ETFs, Travis makes the case that he expects potential tailwinds into the coming year for both crypto & markets broadly. To hear all this & more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Travis: https://twitter.com/Travis_Kling Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Timestamps: (00:00) Introduction (00:37) Travis' 2024 Thesis (03:10) DAS London Plug (04:27) Stock Markets Break ATHs, What About Crypto? (14:05) The Bitcoin ETFs (20:54) Trading Crypto Cycles (26:07) Blockworks Research Ad (26:55) Financial Nihilism (39:26) Valuation & Reflexivity In Crypto (45:02) Infrastructure vs Applications (52:51) Can Crypto Disrupt Walled Gardens? (56:36) Travis' Macro Outlook 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.

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The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.