This episode is sponsored by Nexo, Abra and FTX US.
Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively considering “balance sheet normalization” (read: quantitative tightening). In today’s episode, NLW looks at how the markets are internalizing this new information, an ... Show More
Jan 2022
BREAKDOWN: The Macro Battle That Will Shape Crypto Markets This Year
A Fed shift from QE to QT and a political battle over austerity and inflation.
This episode is sponsored by Nexo, Abra and FTX US.
Last week, the December FOMC meeting minutes revealed that not only was the Fed expecting at least 3 rate hikes in 2022, they were actively consideri ... Show More
21m 33s
May 2022
BREAKDOWN: As the Market Slinks Down, It's Time to Touch Grass
A look at FOMC meeting minutes and other macro indicators.
This episode is sponsored by Nexo.io, NEAR and FTX US.
Today on “The Breakdown,” NLW explores the macro set-up, including Fed unanimity on two 50 basis point rate hikes in June and July followed by optionality at the Se ... Show More
18m 6s
Feb 2022
BREAKDOWN: Bullish or Bearish? 2022 Markets Started Rough, but It Wasn't Just Crypto
Markets were down, fundraising was up and regulatory intrigue was everywhere.
This episode is sponsored by Nexo, Arculus and FTX US.
Today on “The Breakdown,” NLW looks at what the first month of the year taught us about what to expect in 2022. Overall, he argues that the mos ... Show More
17m 31s
May 2022
BREAKDOWN: The Fed vs. VC – What’s Driving Crypto Short-Term and Long-Term Market Outlook
It’s a tale of two markets in crypto.
This episode is sponsored by Nexo.io, NEAR and FTX US.
In the short term, crypto is firmly a part of the larger macro cycle driven by the Fed’s fight against inflation. In the long term, however, there is much evidence that the market downt ... Show More
18m 53s
Mar 2022
BREAKDOWN: The Fed’s Powell Is Getting More Hawkish as Market Starts Using the ‘R-Word’
Is recession the only way out of inflation?
This episode is sponsored by Nexo.io, Arculus and FTX US.
On today’s episode, NLW takes a tour of recent macro sentiment, focusing on the shifting tone coming out of the U.S. Federal Reserve. In speeches and interviews this week, Fed ... Show More
17m 34s
Jan 2022
BREAKDOWN: Welcome to 2022 - The Year of Absolutely Everything
From bitcoin mining disruptions to NFT booms to Fed disruptions, it was quite a week.
This episode is sponsored by Nexo, Abra and FTX US.
In the first 2022 edition of the Weekly Recap, NLW looks at:
The Fed’s impact on crypto markets.
The situation in Kazakhstan and how it imp ... Show More
15m 51s
Feb 2022
BREAKDOWN: Meta Loses a Quarter-Trillion Dollars in Market Cap, Dragging Crypto Metaverse Tokens With It
A wild week in markets suggests more volatility ahead.
This episode is sponsored by Nexo, Arculus and FTX US.
On this edition of the “Weekly Recap,” NLW looks at Meta’s big flop in the equities markets and how it's spilling over into crypto metaverse tokens. He also looks at the ... Show More
15m 3s
May 2022
BREAKDOWN: What Davos Man Thinks of Bitcoin and Crypto This Year
The annual WEF conference has begun, albeit late and in a more subdued fashion.
This episode is sponsored by Nexo.io, NEAR and FTX US.
On today’s episode of “The Breakdown,” NLW previews two things happening this week:
First, hope from the markets that slightly dovish comments ... Show More
18m 25s