
BREAKDOWN: The Geopolitical Implications of a Too-Strong Dollar, Feat. Brent Johnson
A macro expert joins to discuss why the U.S. dollar and economy are more broadly poised to suck the liquidity from the entire global economy. This episode is sponsored by ErisX, The Stellar Developmen...
28 Touko 20201h 4min

BREAKDOWN: Why Innovation Matters (and How Not to Screw It Up), Feat. Matt Ridley
This episode is sponsored by ErisX, The Stellar Development Foundation and Grayscale Digital Large Cap Investment Fund. Twenty-one different people can reasonably claim to have invented the light bulb...
27 Touko 202047min

BREAKDOWN: Deglobalization and Other Narrative Violations, Feat. Geoff Lewis
This episode is sponsored by ErisX, The Stellar Development Foundation and Grayscale Digital Large Cap Investment Fund. The battle to control narratives is the battle to shape how people understand th...
26 Touko 202054min

BREAKDOWN: The Shadow of Satoshi's Ghost... Why Bitcoin Mythology Matters
This episode is sponsored by ErisX, The Stellar Development Foundation and Grayscale Digital Large Cap Investment Fund. On Wednesday, a batch of coins mined just a month after bitcoin’s birth were mov...
22 Touko 202030min

BREAKDOWN: 'Dismantle the Euro to Save Europe' Feat. Tuomas Malinen
This episode is sponsored by ErisX, The Stellar Development Foundation and Grayscale Digital Large Cap Investment Fund. The European Union and the euro are part of the most ambitious political and eco...
21 Touko 202045min

BREAKDOWN: Why a Strong Dollar Is Bad for the US and Bad for the World, Feat. Lyn Alden
This episode is sponsored by ErisX, The Stellar Development Foundation and Grayscale Digital Large Cap Investment Fund. The dollar has a unique role in the world due to its reserve currency status. Fo...
20 Touko 202059min

BREAKDOWN: 'Minsky Moments' and the Financial History of Pandemics
This episode is sponsored by ErisX, The Stellar Development Foundation and Grayscale Digital Large Cap Investment Fund. Jamie Catherwood works at O’Shaughnessy Asset Management, a quantitative long-eq...
19 Touko 202035min

BREAKDOWN: USV's Albert Wenger on the World After Capital
This episode is sponsored by ErisX, The Stellar Development Foundation and Grayscale Digital Large Cap Investment Fund. Albert Wenger is a partner at Union Square Ventures as well as a prolific thinke...
18 Touko 20201h 2min






















