What the hell is going on with bond markets? Why are people buying less food? Is the Fed priced into more rate hikes? NLW explores all of this and more.
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Apr 23
Mythos Leaks, Crypto in the Strait of Hormuz, and DoorDash Stablecoins | The Breakdown
Someone guessed Anthropic’s Mythos URL, gained unauthorized access to the most hyped AI model in history, and used it to build websites. David covers three stories from the week: the Mythos breach, a Tether scam in the Strait of Hormuz, and DoorDash’s stablecoin announcement. We ... Show More
26m 2s
Apr 21
Can AI Actually Trade Crypto? | The Breakdown
Crypto might be the world’s best test bed for AI trading — and Virtuals Protocol is running the experiment live. Weekee Tiew, co-founder of Virtuals Protocol, joins us to explain Degen Claw, their AI Council judging system, and why agents will soon replace wallets. We unpack why ... Show More
31m 53s
Apr 16
Crypto Fed Chair, Polymarket Bots, and the Faketoshi Movie
Trump's Fed pick has 30-plus crypto investments — and that's just what he could disclose. David walks through Warsh's filing, a Polymarket bot built on the theory that nothing ever happens, and Hollywood's Craig Wright blockbuster. TIMESTAMPS: (00:00) Introduction (00:21) Trying ... Show More
28m 33s
Sep 2024
Will the Fed go big? Gold hits new records amid rate cut speculation
<p>Markets are abuzz with speculation that the Federal Reserve may deliver a larger-than-expected 50 basis-point rate cut next week. As a result, yields have tumbled, and gold prices have surged to new record highs. Meanwhile, equity markets continue their winning streak, with th ... Show More
11m 43s
Dec 2022
147. Bond Markets with Nik Bhatia
<p>We are rejoined by Nik Bhatia, author of Layered Money, to get his perspective on the bond market, the global economy, and bitcoin. Why did bonds have their worst year ever? Why is Nik convinced a recession is looming? How does he see the bond market developing in the medium a ... Show More
1h 54m
Aug 2025
S&P 500 continues to slide, while Walmart warns of tariff impact
US stocks extended their losses amid trade tensions and mixed corporate earnings. Stronger-than-expected PMI data and warnings from Walmart, the US retail giant, that Trump's tariffs are driving up costs, have heightened inflation concerns and lifted yields. As markets are lookin ... Show More
12m 1s
Sep 2025
Why beef prices are so high
Beef is getting more expensive, and it doesn’t look as though that’s going to change any time soon. That’s the view of the Federal Reserve Bank of Dallas, which wrote in its Beige Book entry this month that the trend of rising beef prices continues. There’s solid demand for beef, ... Show More
9m 13s