In this episode, James of Citrini Research returns to unpack his framework for understanding Trump-era macro policy, highlighting why the trade war pause was inevitable, the return of the three-legged stool, and how the "big beautiful bill" could fuel equities. He also outlines why robotics might be the next great secular investment, breaks down China’s robo ... Show More
Aug 21
Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell’s legacy speech. We also dig into the Fed’s five-year policy review, Trump’s Fed takeover strategy, foreign retreat from Treasury auctions, and whether the ... Show More
53m 12s
Aug 20
Crypto Credit Markets Will Rewrite Risk Management | David Grider
In this episode, David Grider of Finality Capital shares how he runs a digital asset hedge fund, the rise of digital asset treasury companies, and the evolving credit and derivatives markets shaping institutional crypto adoption. He also explains how macro liquidity signals drive ... Show More
49m 3s
Aug 15
Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup
This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a 10–15% correction. We also unpack Trump’s political strategy toward Powell, Brent’s dollar milkshake theory, and AI’s long-term imp ... Show More
1h 7m
Dec 2024
Crypto to the Moon! 🚀 Predictions for the Next Quarter
Welcome back to another clip of Market Mondays! In this exciting installment, our hosts Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into the future of the crypto market. Buckle up as we explore where crypto is heading in the next quarter and what major players like Blac ... Show More
4m 13s
May 19
The Bull Case For Ethereum | Tom Dunleavy & Ryan Berckmans
Gm! This week we're joined by Tom Dunleavy & Ryan Berckmans to discuss the bull case for Ethereum. We deep dive into Ethereum's big pivot, how to value the L1, should L2 tokens exist, the role of Etherealize, what's next for ETH & more. Enjoy! -- Start your day with crypto news, ... Show More
1h 10m
Dec 2024
The Shocking Future: How Markets Are Changing with Larry McDonald—Crypto, AI, BRICS, and the New Administration’s Impact | S2 Ep. 161
Welcome back to Founder's Story! In this episode, Daniel Robbins sits down with Larry McDonald, founder of The Bear Traps Report and author of the newly released book, How to Listen When Markets Speak. Larry brings decades of investment expertise and invaluable insights on na ... Show More
26m 24s
Dec 2024
Crypto Rundown: Bitcoin $500,000?! The Predictions are in As The Bitcoin Strategic Reserve Gains Momentum
FYI: This was recorded before The Fed Rate Cut Meeting
In this episode, Brendan and Tevo discuss the latest monumental developments in the cryptocurrency market, including Bitcoin reaching new all-time highs, the implications of government relations with the crypto industry, and ... Show More
45m 8s
Jul 12
Palantir’s Explosive Growth: Is It the Next Nvidia?
In this insightful Market Mondays clip, hosts Rashad Bilal, Troy Millings, and crypto analyst Ian Dunlap dive deep into Palantir’s remarkable 78% surge year-to-date and discuss the company’s massive new $795 million federal contract. Is Palantir destined to be the next Nvidia, or ... Show More
6m 54s
Feb 2022
Bullish or Bearish? 2022 Markets Started Rough, but It Wasn't Just Crypto
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 most important megatrend was the shift from risk-off to risk-on as the U.S. Federal Reserve looks towards quantitative tightening later in t ... Show More
16m 31s
Feb 2022
Why KPMG's Bitcoin Buy May Be a Bigger Deal Long Term Than Tesla's
This episode is sponsored by Nexo, Arculus, FTX US and MELD.com. KPMG Canada announced Monday it added BTC and ETH to its balance sheet, as well as buying carbon credits to offset its new environmental impact. On today’s episode, NLW explores how the market and crypto community a ... Show More
16m 27s