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 Chair Jerome Powell made it clear the central bank was prepared to raise rates 5 ... Show More
Sep 14
Should You Bet on AI or Crypto? Plus, the SEC’s Tokenized Stock Overhaul
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Ram Ahluwalia, CEO and Founder of Lumida, who makes a non-consensus case that the Fed will hold rather than hike at its September meeting, and argues that AI has more ro ... Show More
21m 31s
Jun 2022
What a More Aggressive Fed Means for the Housing Market
This episode is sponsored by Nexo.io, NEAR and FTX US.
On this episode of “The Breakdown,” NLW looks at the Federal Reserve’s increasing hawkishness on inflation. He explains how market expectations around Fed interest rate raises have shifted, and also explains how the mo ... Show More
16m 38s
Jan 2022
The Macro Battle That Will Shape Crypto Markets This Year
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 ... Show More
20m 33s
Feb 2022
Why a US Senator Just Said the Fed Should Buy Bitcoin
This episode is sponsored by Nexo, Arculus, and FTX US.
On today’s episode, NLW looks at the increasingly political discourse around inflation in the United States. The Right is claiming government overspending is to blame while the Left is pushing a new narrative of corporate ... Show More
14m 49s
Jan 2022
The Federal Reserve Shares Its Thinking About a US CBDC
This episode is sponsored by Nexo, Abra and FTX US.
For more than a year, the Federal Reserve has been talking about a forthcoming paper on central bank digital currencies in the U.S. Now that the paper has finally been released, NLW walks us step by step through the Fed’s thi ... Show More
17m 52s
Feb 2022
Bullish or Bearish? 2022 Markets Started Rough, but It Wasn't Just Crypto
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 most important megatrend was the shift from risk-off to risk-on as the U.S. Federal Reserve looks towards quantitative tightening later in t ... Show More
16m 31s
Dec 2022
Fed hints at less aggressive rate increase
<p>Federal Reserve chair Jay Powell signalled the central bank will start to slow the pace of interest rate increases, French president Emanuel Emmanuel Macron is meeting with US president Joe Biden today, and Eurozone inflation finally slowed down. Plus, we get the latest on the ... Show More
9m 15s