Highlights from some of the most interesting conversations on The Breakdown from the last two months. 4/1 - Peter Zeihan on why the world we’ve known for 30 years is changing forever
4/6 - Emerson Spartz on a moment of punctuated equilibrium
4/17 - Jared Dillian on the political football of stock buy backs
4/21 - Joe McCann on how financial engi ... Show More
Aug 2021
Fiat Currency is Having a Midlife Crisis
This week, Jon Huntley, senior economist at the Penn Wharton Budget Model, came on to discuss the budgetary and economic impact of the infrastructure package. Rune Christensen, the co-founder of MakerDAO, joined to talk DeFi and decentralized stable coins. Zvi Schreiber, the CEO ... Show More
27m 3s
May 2018
Euro Weakness vs. Dollar Strength with Rosenberg
Jeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few months.Stefan Selig, BridgePark Advisors Managing Partner & Former Under-Secretary of Commerce for International Trade, says it makes no sense to think of our trade d ... Show More
35m 25s
Oct 2022
Breaking Down the Dollar's Rise
What’s behind the volatility in the currency markets—and how much higher can the dollar go? In the latest episode of Exchanges at Goldman Sachs, Kamakshya Trivedi, Head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy, discusses what a surging US dollar an ... Show More
19m 33s
Jun 2025
What's Happening In Financial Markets Right Now (Fed, BoE & Geopolitics)
Markets have stayed calm so far this week, but central banks and geopolitics were anything but. Anthony and Piers break down the Fed’s muted meeting, the revised growth and inflation forecasts, and the hidden signals in the dot plot. Over in the UK, a dovish shift at the Bank of ... Show More
37m 51s
Nov 2023
194. The Debt Bubble with Luke Gromen
<p>Join Luke Gromen and Saifedean in a conversation unpacking the theory of dedollarization. They delve into the implications of negative real rates, the gold market, the impact of oil on the global economy, and potential future actions by the Federal Reserve.<br/><br/><b>Referen ... Show More
1h 53m