Today on the Brief:
Nigeria central bank reversing stance on crypto ban?
“The least responsible fiscal policy of the last 40 years”
Scaramucci’s firm files fifth bitcoin ETF application
Our main discussion: the crash of the Turkish lira. In this episode, NLW looks at the last few years of Turkish monetary policy, inflation and currency crisis, focusin ... Show More
Oct 2020
The Interview - Turkish Lira: A Recipe for Disaster?
Michael Nicoletos, CIO and co-founder of Appletree Capital, is joined by John Floyd, head of macro strategies at Record Currency Management, to analyze the mounting pressures on the Turkish Lira as well as other emerging market (EM) currencies. Floyd breaks down his bearish thesi ... Show More
40m 57s
Nov 2021
Why is Turkey's currency collapsing?
Turkey's currency has been in free fall this week, reaching a record low against the US dollar. The Lira's collapse has been sparked, in part, by President Recep Tayyip Erdogan doubling down on his controversial economic policies, such as demanding that the central bank cut inter ... Show More
17m 28s
Feb 2022
BREAKDOWN: Why a US Senator Just Said the Fed Should Buy Bitcoin
Plus a look at the political debates around inflation.
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 w ... Show More
15m 49s
May 2024
Global Macro Update: Bitcoin Bounces 10%, Economy Falters
<p>In this episode, Nik brings us a global macro update, focusing on bitcoin's correlation with the stock market, the US government's intentions on inflation, and recent weak economic data. He presents 18 charts to recap an eventful week in currency markets, what was said at the ... Show More
31m 36s
Feb 2022
BREAKDOWN: What's More Important – BlackRock Trading Crypto or 7.5% Inflation?
Crypto is being driven in different directions by different market forces.
This episode is sponsored by Nexo, Arculus, FTX US and MELD.com.
Today Twitter was alight with discussion of the biggest inflation print since 1982. With 7.5% inflation, a hike of 50 basis points is lookin ... Show More
16m 20s
Dec 2021
BREAKDOWN: Just How Bearish Are the Bitcoin and Crypto Communities?
Crypto Twitter is bleak, but is it justified?
This episode is sponsored by NYDIG.
Today on “The Breakdown,” NLW looks at a few explanations for the current bearish sentiment turn, including:
A belief that a bubble is finally bursting
A larger market shift to risk-off based on i ... Show More
17m 1s