The Breakdown

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/

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Surveying The Carnage: Movies, Sports, and Education in Crisis

Surveying The Carnage: Movies, Sports, and Education in Crisis

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 Maj 202032min

A Coming Reckoning: Why The Fed Can't Outspend Deflation, feat. Jeff Booth

A Coming Reckoning: Why The Fed Can't Outspend Deflation, feat. Jeff Booth

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 Maj 20201h 8min

How We Future Now - Live With Kathleen Breitman, Caitlin Long and More

How We Future Now - Live With Kathleen Breitman, Caitlin Long and More

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 Maj 20201h 3min

The Great Monetary Inflation: Paul Tudor Jones' Complete Case For Bitcoin

The Great Monetary Inflation: Paul Tudor Jones' Complete Case For Bitcoin

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 Maj 202027min

The Breakdown Weekly Recap | May 9 2020

The Breakdown Weekly Recap | May 9 2020

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 Maj 20202h 11min

Could These Currencies Be Dollar Killers? Feat. Niall Ferguson & More [Money Reimagined - Part 2]

Could These Currencies Be Dollar Killers? Feat. Niall Ferguson & More [Money Reimagined - Part 2]

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 Maj 202025min

9 Reasons Why Bitcoin Has Never Been Stronger Going Into A Halving

9 Reasons Why Bitcoin Has Never Been Stronger Going Into A Halving

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 Maj 202021min

Surveying the Carnage: How Real Estate, Travel and Music Are Faring During the Crisis

Surveying the Carnage: How Real Estate, Travel and Music Are Faring During the Crisis

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 Maj 202025min

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