The Breakdown

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 off...

15 Touko 202032min

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...

14 Touko 20201h 8min

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 feat...

13 Touko 20201h 3min

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 ...

12 Touko 202027min

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 O...

9 Touko 20202h 11min

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 p...

9 Touko 202025min

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 b...

8 Touko 202021min

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 gl...

7 Touko 202025min