After weeks of not reacting to Coronavirus, the markets took a profound turn for the worse this week, leading ultimately to the fastest correction - i.e. loss of 10% - in recorded history.
In this episode of The Breakdown, @NLW is joined by crypto trader, DJ, and broad market thinker Scott Melker to discuss:
What the crypto markets demonstrated this week ... Show More
Mar 12
The Real Forces Moving Bitcoin Now | Marc Arjoon
Marc Arjoon joins the show to discuss how institutional flows, ETF market structure, and the changing economics of Bitcoin mining are reshaping the market. As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solel ... Show More
33m 26s
Mar 10
Bitcoin’s Halving Cycle Isn’t What You Think | The Breakdown
From miners to institutional buyers, David breaks down why Bitcoin’s halving cycle may still shape the market — even if the supply shock itself is fading. Plus, a conversation with Marc Arjoon. As always, remember this podcast is for informational purposes only, and any views exp ... Show More
22m 20s
Mar 5
AI Agents and the Next Wave of Crypto Demand | The Breakdown
How should crypto tokens be valued? Haseeb Qureshi breaks down why cash-flow rights won’t “fix” prices, and how AI agents transacting on-chain could drive the next wave of demand. As always, remember this podcast is for informational purposes only, and any views expressed by anyo ... Show More
33m 38s
Jul 2025
2025 Mid-Year Market Review: Stocks, Tariffs, AI & What’s Next
Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump’s tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for de ... Show More
47m 28s
Mar 2024
Portrait Of A Sick Market | Milton Berg On How The Stock Market’s Exhaustive Rally Is Reminiscent of 2000, 1968, and 1929
Milton Berg, renowned market technician known to viewers for his contrarian bullish call in January of 2023, returns to Forward Guidance with a far less rosy outlook. As of recording on February 28, 2024, Berg is decidedly bearish in the face of a stupendous stock market rally. H ... Show More
1h 42m
Aug 2024
What to expect after the global stock market slump
<p>A global market sell-off kicked off the week, marking the biggest sell-off in decades.</p>
<p>Japan’s Nikkei started things off, dropping 12 per cent, which was the index’s worst day since the Black Monday crash of 1987. Following this, the rest of the world followed suit.</p> ... Show More
13m 45s
<p>Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More
<p>Our CIO and Chief U.S. Equity Strategist explains his preference for cyclical stocks amid a rise in global money supply and current US election dynamics.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan St ... Show More
