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 today’s episode, NLW explores yesterday’s yield curve inversi ... Show More
Mar 2022
BREAKDOWN: The Market Indicator Flashing ‘Recession’
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 lo ... Show More
17m 14s
Jun 2022
BREAKDOWN: So, Are We Headed Into Recession or Not?
Corporate America seems to be more convinced that it is inevitable.
This episode is sponsored by Nexo.io, NEAR and FTX US.
Last week, corporate executives from Tesla’s Elon Musk to BlackRock’s Larry Fink discussed what they see as a coming recession. JPMorgan Chase CEO Jamie Di ... Show More
17m 50s
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
Aug 2024
E235 – Dissecting Recession Risks
<p>Is the U.S. heading for a recession? In today’s episode, Portfolio Manager Chris Heakes, ETF Strategist Bipan Rai, and your host, Mckenzie Box, examine key economic indicators and historical trends. They also share defensive strategies to add to your investing toolkit. </p>
<p ... Show More
24m 28s
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
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 Supercycle Is Dead – Welcome to Goblintown
The mood sours even further in Cryptoland.
This episode is sponsored by Nexo.io, NEAR and FTX US.
On today’s episode, NLW analyzes community sentiment as bitcoin and ether have their most protracted, continuous downturns of all time and while consumer sentiment in traditional m ... Show More
17m 59s
Mar 2022
BREAKDOWN: Did We Just Enter the Beginnings of the Post-Dollar Hegemony Era?
A discussion of the long-term implications of sanctions.
This episode is sponsored by Nexo.io, Arculus, FTX US and Cointelli.
This week on “Long Reads Sunday,” NLW reads and discusses “Bitcoiners Were Right: Weaponized Finance Just Created a Post-Dollar Planet” by David Z. Mo ... Show More
16m 41s