An Unintended Consequence of Low Interest Rates? The Big Get Bigger
Today’s episode of The Breakdown is an extended edition of the Brief. NLW discusses: The “COVID-19 vaccine trade” on Wall Street kicks markets higher The latest on TikTok vs. the U.S. and what it ...
26 Elo 202016min
How Much Should We Fear Post-Crisis Debt or Inflation? Feat. Adam Tooze
Our guest today is Adam Tooze. Adam holds the Shelby Cullom Davis Chair of History at Columbia University and serves as director of its European Institute. He is known for his books “The Deluge: The G...
25 Elo 202059min
Why Are Traditional Investors So Hungry for Yield Curve Control?
On today’s edition of The Breakdown’s Long Reads Sunday, our selections have to do with one of the hottest topics in central banking: yield curve control. “What Is Yield Curve Control?” The first p...
23 Elo 202017min
People Aren’t Buying the ‘Great American Recovery’ Narrative
Today on The Breakdown’s Weekly Recap: People aren’t buying “the Great American Recovery” Let’s stop considering the economy as one thing Dave Portnoy doesn’t care about your principles DeFi is t...
22 Elo 202012min
Winter Is Coming: Examining the Economy's Eight-Body Problem
The “three-body problem” is a physics issue that deals with unpredictable futures. In a recent essay, John Mauldin argues the economy is actually experiencing an “eight-body problem.” On today’s ...
22 Elo 202023min
The Most Pro-Bitcoin Politicians in the US
Today on the Brief: Markets react to FOMC notes Taiwan blocks China streaming services Initial jobless claims back on the rise Our main discussion is a look at the politicians on both sides of t...
21 Elo 202026min
S&P 5 vs. S&P 500: The Real Story of the Stock Market Recovery
Today, NLW debuts a new format: “10 Takes in 10(ish) Minutes.” In this analysis, he looks at 10 takes surrounding the S&P 500’s return to positive territory on the year, including: Great American ...
20 Elo 202018min
How Excess Capital and Low Interest Rates Reshaped Silicon Valley, Feat. Chris McCann
Today on the Brief: Everyone turns bullish as S&P 500 nears all-time highs Emerging market currencies are floundering Bitcoin holding sentiment highest in two years Our main conversation featu...
19 Elo 20201h
