Cronyism, Zombie Companies and the True Cost of the Corona Crisis, Feat. Morgan Creek's Mark Yusko
The Breakdown24 Mars 2020

Cronyism, Zombie Companies and the True Cost of the Corona Crisis, Feat. Morgan Creek's Mark Yusko

Mark Yusko is the founder of Morgan Creek Capital Management. In this wide-ranging conversation, he and @NLW discuss: Why bitcoin has fallen with stocks over the last few weeks Why price and value are not the same thing Why stocks have been manipulated An argument for buy backs being illegal Why cronyism is not capitalism Why bailouts and other types of intervention help zombie companies that should perish A debate about whether the “cure is worse than the disease” The costs of a 0-risk tolerance The polarization of health vs. economics Why there should be a market holiday Why bitcoin is the last and only free market Why the big market announcements are always on Sunday Why we’re headed to debt jubilee There is a non-zero probability that Trump tries to cancel the election Why a lack of leadership is the biggest cause for pessimism today

Avsnitt(2055)

Investor Relations in the Onchain Era

Investor Relations in the Onchain Era

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparenc...

24 Mars 21min

Are We Measuring Crypto All Wrong? | Nick Almond

Are We Measuring Crypto All Wrong? | Nick Almond

While The Breakdown is between seasons, we’re sharing the full version of a past conversation with Nick Almond. The discussion explores how to think about crypto networks, why common metrics can be mi...

24 Mars 27min

The Macro Chain Reaction of Oil Shocks | Forward Guidance

The Macro Chain Reaction of Oil Shocks | Forward Guidance

While The Breakdown is between seasons, we’re sharing a recent episode of Forward Guidance. Felix is joined by Bob Elliott to break down how oil shocks impact inflation, growth, and central bank poli...

19 Mars 48min

Why I’m Hosting The Breakdown | David Canellis | The Breakdown

Why I’m Hosting The Breakdown | David Canellis | The Breakdown

As a new season of The Breakdown approaches, David takes a moment to introduce himself and explain how he thinks about Bitcoin, crypto culture, and the industry’s next phase. – Follow David: https:/...

17 Mars 22min

The Real Forces Moving Bitcoin Now | Marc Arjoon

The Real Forces Moving Bitcoin Now | Marc Arjoon

Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the market. As always, remember this podcast is for i...

12 Mars 33min

Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown

Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown

From miners to institutional buyers, David breaks down why Bitcoin’s halving cycle may still shape the market — even if the supply shock itself is fading. Plus, a conversation with Marc Arjoon. As ...

10 Mars 22min

AI Agents and the Next Wave of Crypto Demand | The Breakdown

AI Agents and the Next Wave of Crypto Demand | The Breakdown

How should crypto tokens be valued? Haseeb Qureshi breaks down why cash-flow rights won’t “fix” prices, and how AI agents transacting on-chain could drive the next wave of demand. As always, rememb...

5 Mars 33min

Introducing: Inflection Point | The Crypto-TradFi Convergence

Introducing: Inflection Point | The Crypto-TradFi Convergence

In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial...

5 Mars 1h 3min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
svd-tech-brief
badfluence
rss-svart-marknad
uppgang-och-fall
bathina-en-podcast
avanzapodden
tabberaset
rss-inga-dumma-fragor-om-pengar
24fragor
rss-kort-lang-analyspodden-fran-di
rss-borsens-finest
rss-dagen-med-di
kapitalet-en-podd-om-ekonomi
borsmorgon
fill-or-kill
rss-veckans-trade
lastbilspodden