The Breakdown

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.

Business
Investing
1476
Deglobalization and Other Narrative Violations,...
The battle to control narratives is the battle to shape how people understand the world around them. But the traditional gatekeepers of narratives - the media - have never had more competition to shape what is perceived as truth.  In this...
54 min
1477
Dollar Dilemmas & Central Banks Gone Wild: The ...
Highlights from some of the most interesting conversations on The Breakdown from the last two months.  4/1 - Peter Zeihan on why the world we’ve known for 30 years is changing forever 4/6 - Emerson Spartz on a moment of punctuated...
32 min
1478
The Breakdown Weekly Recap | May 23 2020
The complete week's shows in one convenient episode Monday | Economic Freedom in the World After Capital, feat. Albert Wenger Tuesday | Lessons from the Financial History of Pandemics, feat. Jamie Catherwood Wednesday | Why a Strong Dollar Is Bad for...
238 min
1479
In The Shadow of Satoshi's Ghost: Why Bitcoin M...
On Wednesday, a batch of coins mined just a month after bitcoin’s birth were moved. It was the first time since August 2017 that any bitcoin from early 2009 had been transferred, and the action set Bitcoin Twitter on fire. While a number of bitcoin...
30 min
1480
‘Dismantle the Euro to Save Europe’ Feat. Tuoma...
The European Union and the euro are part of the most ambitious political and economic experiment of the 21st century. The COVID-19 crisis, however, has exacerbated growing questions of political will and political legitimacy and led some to wonder if...
45 min
1481
Why a Strong Dollar Is Bad for the US and Bad f...
The dollar has a unique role in the world due to its reserve currency status. For many years that status has created incredible opportunities for the U.S. Increasingly, however, some are wondering if the global standard has outlived its usefulness -...
59 min
1482
Lessons from the Financial History of Pandemics...
Jamie Catherwood works at O’Shaughnessy Asset Management, a quantitative long-equity investment firm. More importantly, however, he is the finance history guy on Twitter. His “Financial History: Sunday Reads” curation pieces and longer form...
35 min
1483
Economic Freedom in the World After Capital, fe...
Albert Wenger is a partner at Union Square Ventures as well as a prolific thinker and writer. His “World After Capital” is an evolving digital book project that looks at a set of megatrend shifts as the world moves between economic paradigms from...
62 min
1484
The Breakdown Weekly Recap | May 16 2020
The complete week's shows in one convenient file  Monday | The Great Monetary Inflation: Paul Tudor Jones' Complete Case For Bitcoin Tuesday | How We Future Now - Live With Kathleen Breitman, Caitlin Long and More Wednesday | A Coming Reckoning:...
246 min
1485
The Great Inflation Escape: Where Bitcoin Fits ...
Niall Ferguson has called this moment an “age of experimentation” when it comes to currencies. One of the unique features of this moment is the experiments are not limited to the traditional actors. It is not just nation-states trying to elevate...
47 min
1486
Surveying The Carnage: Movies, Sports, and Educ...
  This is the second in a series of episodes on how the economic crisis is challenging and transforming different industries. NLW looks at: Movies Direct releases are already making more than box office counterparts AMC is on the verge of...
32 min
1487
A Coming Reckoning: Why The Fed Can't Outspend ...
Two powerful and diametrically opposed forces are shaping the economy.  On the one hand is inflationary economic policy, which keeps the price of assets like real estate and stocks rising ever higher, but at the expense of savings as the value of...
68 min
1488
How We Future Now - Live With Kathleen Breitman...
There is a shared sense that the world has shifted. Now begins the messy work of figuring out what it means for the future we’re headed into.  This live episode of The Breakdown podcast with NLW features four conversations about how the future...
63 min
1489
The Great Monetary Inflation: Paul Tudor Jones'...
Jones' letter lays out his bitcoin and macro thesis.  Last week, investing legend Paul Tudor Jones rocked the world of crypto and traditional markets with his full throated entrance into the bitcoin market via his latest letter to Tudor BVI...
27 min
1490
The Breakdown Weekly Recap | May 9 2020
The week's complete show run in one convenient file.  Monday | Why Buffett’s Bearishness Should End V-Shaped Recovery Talk Tuesday | Why Crypto Matters for Financial Inclusion, Feat. Celo's Marek Olszewski Wednesday | Surveying the Carnage:...
131 min
1491
Could These Currencies Be Dollar Killers? Feat....
Libra, the Euro, China's DCEP.  Do any of these currencies have a chance at displacing the dollar in the global order? Or is it possible - as Niall Ferguson suggestions on this episode - that we're poised to shift back to a multipollar,...
25 min
1492
9 Reasons Why Bitcoin Has Never Been Stronger G...
The bitcoin halving is just a few days away and the growing excitement is palpable. On this episode of The Breakdown, NLW argues that the excitement is also legitimate, and looks at nine reasons why bitcoin has never been stronger going into one of...
21 min
1493
Surveying the Carnage: How Real Estate, Travel ...
The second order effects of the COVID-19 crisis are here, and they’re painful. In this episode, NLW looks at how COVID is impacting three industries: Travel and tourism 100m lost jobs expected globally  $2.7 in lost GDP  Airbnb lays of...
25 min
1494
Why Crypto Matters for Financial Inclusion, Fea...
Around the world, an estimated 1.7 billion people remain unbanked and lacking access to high quality financial services.  Some projects see cryptocurrency as an answer. In this episode of The Breakdown, NLW speaks with Celo co-founder Marek...
35 min
1495
Why Buffett’s Bearishness Should End V-Shaped R...
One month after the bankruptcy of Lehman Brothers in 2008, Warren Buffett wrote an Op-Ed saying that he was buying stocks. Yet during the Coronavirus crisis, he is sitting firmly on the sidelines.  On Saturday night, the “Oracle of Omaha”...
16 min
1496
The Breakdown Weekly Recap | May 2 2020
The week's episodes in one long run.  Monday | Bitcoin vs. QE Infinity: The 4 Archetypes Of The Halving Debate Tuesday | The Mass Surveillance Machine, Feat. Maya Zehavi Wednesday | When Currencies Fail: A Primer on the Crisis in Lebanon...
170 min
1497
Why The Dollar Has Never Been Stronger Or More ...
The first of a 4-part docu-style series on the battle for the future of money. In this first episode of Money Reimagined, we look at: Why US markets took so long to react How the stock market became a political utility Why, even before the crisis,...
41 min
1498
From Corrupt To Broken: An Insider’s Analysis O...
Danielle DiMartino Booth is the CEO and Chief Strategist of Quill Intelligence. Before that, however, after correctly predicting the mortgage meltdown, she was called upon to serve and spent 9 years as an advisor to the President of the Federal...
36 min
1499
When Currencies Fail: A Primer on the Crisis in...
The Lebanese pound has lost at least 50% of its value since last year. 220,000 people have lost their jobs. Food prices are up 58%. An estimated 75% of the population needs assistance of some kind. And over the last two nights, at least a dozen banks...
22 min
1500
The Mass Surveillance Machine, Feat. Maya Zehavi
As the COVID-19 crisis rages, it takes on new economic and political dimensions. The frames for many of the most important questions for the next decade are being set now, in this moment.  On this episode of The Breakdown, NLW is joined by Maya...
45 min