A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.
Today on the Brief: Wall Street quarterly earnings season opens Investor flock to higher-yielding Chinese government bonds Bitcoin whales go down but other types of HODLers go up Our main conversation: What the hell is going on with $TSLA? Elon Musk...
22 min
1602
Does COVID-19 Have The World Rethinking Dollar ...
On this episode of Long Reads Sunday, we look at Professor Stephen S. Roach’s piece In it, he argues: Americans have been squandering their savings potential Because of this, we are forced to borrow surplus savings from abroad We have...
9 min
1603
The Mixed Signals Economy: The Breakdown Weekly...
On The Breakdown’s Weekly Recap, NLW explores: The final tally on the TikTok Doge viral campaign The growing geopolitical tension between China and the US and where it’s manifesting Positive economic indicators in reduced jobless...
10 min
1604
Against Outrage Culture: Why Michael Krieger En...
Today on the Brief: Hong Kong re-closes schools based on COVID-19 growth Coinbase explores direct U.S. exchange listing China starts selling stock, easing massive rally Our main conversation is with Liberty Blitzkrieg creator and editor...
77 min
1605
Social Chaos and Bankruptcy Rallies: The Best I...
Today on the Brief: Slight good news in new and continuing jobless claims Record corporate equity and debt sales during the crisis USDC freezes $100k Our main conversation: Introducing the Macro Media Index. The Macro Media Index is a monthly...
25 min
1606
TikTok Doge Is Everything About 2020 Finance In...
What’s old is new again! What happens when you combine a mostly hibernating memecoin with the world’s most powerful (and controversial) meme platform, and throw in a new generation of daytraders that have become convinced that they can drive the...
22 min
1607
Central Banks Cannot Print Jobs: Understanding ...
Today on the Brief: Social media apps get caught in geopolitical tensions Pitchforks around the Paycheck Protection Program Brazil blocks Binance Our main discussion is with Daniel Lacalle. Daniel is chief economist at Tressis and is the...
65 min
1608
China Stocks Surge and NYC Real Estate Craters:...
In this extended Brief, NLW tells the story of the economy through five themes: The story of the economy as told by five macroeconomic indicators including Chinese stocks, New York City real estate, coronavirus cases and more. China stocks surge –...
20 min
1609
Why Bitcoin Matters For Freedom [Long Reads Sun...
An appropriate post-July 4th episode of the Breakdown's #LongReadsSunday featuring Human Rights Foundation CSO Alex Gladstein's "Why Bitcoin Matters For Freedom"
8 min
1610
It’s Time for a Revolution in Financial Educati...
Financial education and financial literacy are at crisis levels in this country. Financial advisers spend billions on advertising but a fraction of that on education. The resources that are available tend to be inaccessible and not designed for the...
34 min
1611
Here’s How to Expand Who Contributes to Bitcoin...
OKCoin and BitMEX recently came together to provide a $150,000 grant to Bitcoin Core developer Amiti Uttarwar. In this conversation, Amiti and OKCoin CEO Hong Fang discuss: Why OKCoin believes it is essential for companies in the space to...
32 min
1612
Why the Robinhood Revolution Is the Future of F...
Even before the COVID-19 crisis, Reddit’s WallStreetBets channel was featured on the cover of Bloomberg BusinessWeek as an emerging market force. Since then, between the surge in signups for Robinhood and the wave of followers of Davey Day...
Satoshi Nakamoto is often recognized for his technical genius in solving the double spend problem. He is also widely revered for his willingness to walk away from the protocol to make it stronger, something no other entrepreneur who has created...
39 min
1614
‘It Sure Doesn’t Feel Like the Greatest Economy...
What would you do if you were approaching your 40s, burned out and realizing the type of financial success you had been pursuing wasn’t actually serving your true goal of freedom? If you were George Gammon, the answer would be to change...
65 min
1615
How the Fed Fans the Flame - The Best of The Br...
June 2020 will go down in the history books as an extremely chaotic and confusing period. In this “Best of the Month” retrospective, we look at some of the best guest conversations from The Breakdown, including: Human Rights Foundation CSO...
29 min
1616
A Primer on the Eurodollar and Shadowbanking Sy...
The latest Long Read is by and This piece covers: The Dollar Milkshake Theory Why the demand for the US dollar remains so high Why demand for dollars is increasing rather than decreasing What "eurodollars" are What the shadow banking...
24 min
1617
Welcome to the Groundhog Day Economy (PS, It Su...
As states shutter economic activity because of preventable COVID-19 outbreaks, it’s deja vu all over again. This is a movie we’ve seen before: Rise in what could have been preventable COVID-19 cases A call for shutdowns (plus voluntary...
10 min
1618
How Monopolies Sow the Seeds of Their Own Destr...
Today on the Brief: A consumer spending rebound A new crypto regulatory regime in Europe A bitcoin warning from a famed investor Our main discussion: Tuur Demeester is the managing partner of Adamant Capital, a bitcoin investment firm that...
70 min
1619
Is Scam Selling Suppressing the Price of Bitcoin?
Today’s edition of The Breakdown is an extended version of the Brief, this time covering five topics. New Jobless claims - sticking stubbornly at ~1.5 million new claims per week, despite economist expectations The “whack-a-mole” economy...
17 min
1620
Bull vs. Bear: Who Has the Economy Right?
The economy is nothing if not confounding right now. Across every domain, from real estate to oil to retail, there are bull signals and bear signals. In this episode, NLW looks at those signals in the following areas: Markets - strong...
23 min
1621
Oil 101: How Easy Money Enabled the Shale Revol...
Today on the Brief: PayPal and Venmo reportedly adding crypto buying and selling Trump executive order temporarily suspends H1-B visa program Continued growth in derivatives Our main conversation: Tracy Shuchart is an oil- and commodities-focused...
76 min
1622
Macro Investors Sound Off! Featuring Ari Paul, ...
Today on the Brief: New Federal Reserve research suggests reaction to Facebook’s Libra basket approach was overblown Italian Banking Association pushing to test a digital euro U.S. housing has worst month since 2010 Our main conversation: Earlier...
47 min
1623
Fight the Fed or Love the BRRR? [Long Reads Sun...
A reading of two pieces by Jill Carlson | CoinDesk + Jesse Felder | The Felder Report
12 min
1624
A Dozen+ Statistics Proving Millennials Are F%#...
The big narrative in financial media for the last few weeks has been the insurgent Robinhood rally, led by the AC/DC-blaring Pied Piper Dave Portnoy, owner of Davey Day Trader Global Global (DDTG Global). As people try to make sense of the...
11 min
1625
Why Monetary Debasement Is Here to Stay, Feat. ...
Today on the Brief: FTX lists two Compound tokens Reddit partners with Ethereum Foundation on Layer 2 scaling Black-In Freedom Festival reimagines Juneteenth Our main topic: Dr. Vikram Mansharamani is a lecturer at Harvard and author of...