Why the U.S. Treasury yield curve inverted and what it means.
This episode is sponsored by Nexo.io, Arculus and FTX US.
Since 1955, every U.S. recession has been preceded by the inversion of the U.S. Treasury yield curve, meaning that short-dated notes had higher yields than long-dated bonds. Only one time during that period was this a false indicator. On ... Show More
Aug 10
Strategy CEO: 'We Are the Central Bank of Bitcoin'
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by co-host Tim Grant, CEO of Deus X Capital, to start off the conversation with Strategy President and CEO Phong Le. He explains why he expects Strategy to outperform Bitco ... Show More
42m 30s
Mar 2022
The Market Indicator Flashing ‘Recession’
This episode is sponsored by Nexo.io, Arculus and FTX US.
Since 1955, every U.S. recession has been preceded by the inversion of the U.S. Treasury yield curve, meaning that short-dated notes had higher yields than long-dated bonds. Only one time during that period was this a f ... Show More
16m 14s
Oct 2022
Is Credit Suisse the Next Lehman Brothers?
This episode is sponsored by Nexo.io, Circle and FTX US.
After a wild weekend of speculation and discussion, NLW breaks down what’s actually happening with beleaguered Credit Suisse, as well as why the FinTwit doom machine seems so focused on it.
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Nexo Pro allows you to ... Show More
16m 12s
Apr 2022
Where Europe Fits In a Tech-Powered World
This episode is sponsored by Nexo.io, Arculus and FTX US.
On this edition of “Long Reads Sunday,” NLW reads:
On the EU Giving Up - Punk6529
Crypto Should Disrupt Current Anti-Money Laundering Practices, Not Adopt Them - Boaz Sobrado
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From cash to crypto in no t ... Show More
16m 24s
Jan 2022
After Bloody Weekend, Crypto Market Sentiment Goes Full Bear
This episode is sponsored by Nexo, Abra and FTX US.
On today’s episode, NLW looks at the growing bearish sentiment around the crypto industry. The culprit, he argues, is a deepening macro malaise that has been exacerbated by growing concerns about war in Eastern Europe. That, ... Show More
17m 37s
Aug 2022
Sucker’s Rally or the Worst Is Over?
This episode is sponsored by Nexo.io, Chainalysis and FTX US.
In today’s episode, NLW looks at June and July as paired months that remade the market landscape. He looks at market data, key events in crypto and key events in macro to paint a picture of where things stand heading ... Show More
18m 17s
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
Mar 2022
How Ray Dalio’s ‘Changing World Order’ Thesis Fits With Bitcoin
This episode is sponsored by Nexo.io, Arculus and FTX US.
Today on “The Breakdown,” NLW looks at the latest institutional moves into crypto, including an over-the-counter (OTC) transaction between Goldman Sachs (GS) and Galaxy (the first of its kind with a major U.S. bank), ... Show More
16m 35s