This week, Mike & Mark are joined by James Davolos Portfolio manager at Horizon Kinetics for a debate on all things inflation. At the end of the day, will team transitory will be proven right into 2023? After hearing last weeks episode, James reached out to engage in a friendly debate with Mark as he has a slightly different view on the inflation dynamics into 2023. We then move on to the mounting pressures in housing as KKR, Blackstone & Starwood limit withdrawals to their REIT products. Mark reflects on the 2007/08 period and what similarities, if any, we can make today in 2023. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Horizon Kinetics: https://twitter.com/HorizonKinetics Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_... , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- 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.