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
Nov 20
Bitcoin’s Bottom Watch Begins
Bitcoin’s brutal drawdown has traders asking whether the market finally found its bottom, with price testing $90K multiple times, sentiment crushed into extreme fear, ETF flows bleeding out, futures slipping into backwardation, and institutions stepping back; in today’s episode N ... Show More
9m 34s
Jul 2025
Talking Heads – Any viable alternatives to a US dollar in the doldrums?
With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve, where should investors turn? The dollar index, which measures the currency’s strength against a basket of six others including the pound, euro a ... Show More
6m 56s
Aug 2024
The Fed Makes Its Biggest Mistake Yet - Ep 976
<p>Market Turmoil, Political Drama, and Economic Forecasts</p><p>Peter delves into a tumultuous week in the markets and politics. He covers key events including Jerome Powell's Jackson Hole speech and its implications for interest rate cuts, the Democratic National Convention ... Show More
55m 3s
May 2022
Central Banks Are Scrambling To Contain An Inflationary Wage Price Spiral | Nick Glinsman & Joseph Wang
Nick Glinsman, macro hedge fund manager and author at Intelligence Quarterly, joins Joseph Wang (“Fed Guy) and Jack Farley to explore whether the Federal Reserve is at all disturbed by the vicious sell-off in risk assets, or if the carnage in equities and credit is actually in se ... Show More
1h 14m
Jul 2025
Tech giants lift markets after Fed-induced decline
Federal Reserve Chair Jerome Powell has tempered expectations that the central bank may cut interest rates at its September meeting, leading to a modest decline in stock prices. However, after the close of trading, both Microsoft and Meta reported strong earnings for Q2, with the ... Show More
12m 45s
Aug 26
Dollar Drops, Gold Rises as Trump Ousts Fed's Cook
The dollar dropped and gold gained after President Donald Trump removed Federal Reserve Governor Lisa Cook, raising concerns about the independence of the central bank. A gauge of the dollar retreated 0.3% as Cook will be removed from the position effective immediately, according ... Show More
19m 43s