The Breakdown
The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics. Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system. A Blockworks podcast. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/

Jaksot(2059)

A Primer on the Eurodollar and Shadowbanking System [Long Reads Sunday]

A Primer on the Eurodollar and Shadowbanking System [Long Reads Sunday]

The latest Long Read is "Crypto Dollars and the Evolution of Eurodollar Banking" by Avi Felman and Max Bronstein.  This piece covers: The Dollar Milkshake Theory Why the demand for the US dollar r...

28 Kesä 202024min

Welcome to the Groundhog Day Economy (PS, It Sucks) - The Breakdown Weekly Recap

Welcome to the Groundhog Day Economy (PS, It Sucks) - The Breakdown Weekly Recap

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 cas...

27 Kesä 202010min

How Monopolies Sow the Seeds of Their Own Destruction, Feat. Tuur Demeester

How Monopolies Sow the Seeds of Their Own Destruction, Feat. Tuur Demeester

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 ...

27 Kesä 20201h 10min

Is Scam Selling Suppressing the Price of Bitcoin?

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 ...

26 Kesä 202017min

Bull vs. Bear: Who Has the Economy Right?

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...

25 Kesä 202023min

Oil 101: How Easy Money Enabled the Shale Revolution, Feat. Tracy Shuchart

Oil 101: How Easy Money Enabled the Shale Revolution, Feat. Tracy Shuchart

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 bitcoin derivatives Our main con...

24 Kesä 20201h 16min

Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

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 wor...

23 Kesä 202047min

Fight the Fed or Love the BRRR? [Long Reads Sunday]

Fight the Fed or Love the BRRR? [Long Reads Sunday]

A reading of two pieces How I Learned to Stop Worrying and Love the Money Printer by Jill Carlson | CoinDesk + Fight the Fed Jesse Felder | The Felder Report

21 Kesä 202012min

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