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 mortgage and housing markets are being impacted in ways that have potentially prob ... Show More
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
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: 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
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: 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
May 2022
BREAKDOWN: Wait, Was the Fed Meeting Dovish or Hawkish?
A 50bps hike comes out of the FOMC meeting.
This episode is sponsored by Nexo.io, NEAR and FTX US.
Today on “The Breakdown,” NLW looks at this week’s FOMC meeting. The Fed increased the Federal Funds Rate target by the anticipated 50 basis points, but most of the discussion was ... Show More
13m 59s
Dec 2021
BREAKDOWN: What the Fed’s ‘Hawkish’ Turn Means for Bitcoin
Given that the Fed is now projecting three rate hikes in 2022, why are stocks and BTC up?
This episode is sponsored by NYDIG.
Yesterday in the wake of the FOMC meeting, the Federal Reserve signaled a hawkish turn. Asset purchases will be tapered at twice the speed, and the Fed i ... Show More
16m 31s
Apr 2022
BREAKDOWN: Why the Housing Market Is so F%#@ing Insane Right Now
A primer on why the current housing shortage is related to, and different from, the pre-GFC housing crash.
This episode is sponsored by Nexo.io, Arculus and FTX US.
Housing prices around the country are up 19.2% this year, and 30% since the beginning of the coronavirus pandemic. ... Show More
25m 3s