Let Them Eat Equities! The Economic Chickens Come Home to Roost, Feat. Luke Gromen
Today on the Brief: Debt will exceed U.S. GDP for the first time since 1946 SPACs in action! Decentralized exchange volume flippens centralized exchanges Our main conversation is with Luke Grom...
3 Sep 202052min
Financial Postmodernism and the Great Inflation Debate
August has come to a close. In this recap and “best of” episode, NLW looks at the big themes that defined the month. Most notable was the discussion of inflation culminating in the Federal Reserve’s n...
2 Sep 202024min
US Stock Market Cap to GDP Reaches 190%, Eclipsing Dotcom Bubble High
Today’s episode of The Breakdown looks at the stories the stock market is trying to tell, including: New all time high in total market capitalization to GDP ratio (higher than dotcom bubble) “No p...
1 Sep 202010min
The Case for $500,000 Bitcoin
This week’s episode of Long Reads Sunday is a reading of the latest essay from Tyler and Cameron Winklevoss. The essay looks systematically at the problems of the slate of current store-of-value asse...
30 Aug 202024min
The End of an Era? Why Bitcoin and MMT Won the Week
On The Breakdown’s Weekly Recap, NLW looks at the shifting sands of the global economy. He says Federal Reserve Chair Jerome Powell’s speech at Jackson Hole this week was an argument that an era that ...
29 Aug 20209min
The Anxiety Index: 4 Fear Factors Shaping the Economy
Today on the Brief: Skepticism around Powell’s inflation prognostications The Tesla Stock Split Game China’s COVID-19 vaccine maker presses countries for early adoption Our main discussion: The ...
29 Aug 202016min
Everything You Need to Know About Jerome Powell's Jackson Hole Speech
Federal Reserve Chair Jerome Powell spoke Thursday at the annual Jackson Hole conference convened by the Kansas City Fed, which was virtual this year due to COVID-19. In the highly anticipated speec...
28 Aug 202019min
The Battle to Get A Dictator’s Seized Millions to 62,000 Venezuelan Health Care Workers
Today on the Brief The SEC changes accredited investor rules Fintech and crypto investor Ribbit Capital starts $350 million SPAC Previewing Federal Reserve Chair Jerome Powell’s Jackson Hole spe...
27 Aug 202037min
