The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics. Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system. A Blockworks podcast. Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/
1990 episodes transcribedOn today’s edition of The Breakdown’s Long Reads Sunday, our selections have to do with one of the hottest topics in central banking: yield curve cont...
Today on The Breakdown’s Weekly Recap: People aren’t buying “the Great American Recovery” Let’s stop considering the economy as one thing Dave Por...
The “three-body problem” is a physics issue that deals with unpredictable futures. In a recent essay, John Mauldin argues the economy is actually e...
Today on the Brief: Markets react to FOMC notes Taiwan blocks China streaming services Initial jobless claims back on the rise Our main discussi...
Today, NLW debuts a new format: “10 Takes in 10(ish) Minutes.” In this analysis, he looks at 10 takes surrounding the S&P 500’s return to positive t...
Today on the Brief: Everyone turns bullish as S&P 500 nears all-time highs Emerging market currencies are floundering Bitcoin holding sentiment...
There is perhaps nothing more important or contentious in macroeconomics right now than the question of inflation. On the one hand, there is a growi...
Earlier this week, the Winklevoss brothers introduced Barstool Sports founder Dave Portnoy to bitcoin. One of the notable parts of the recap video w...
On this edition of The Breakdown’s Weekly Recap, NLW looks at the strange melange of realities interacting in the new emerging bull market. On the o...
Today on the Brief: Jobless claims down and retail sales up The U.S. Federal Reserve is running distributed ledger technology experiments The end...
The Investor’s Podcast Network cofounder Preston Pysh last recorded with The Breakdown on Black Thursday in March. As NLW and Pysh discussed the poten...
Today on the Brief: WSJ study finds TikTok was tracking data in a way that broke Android rules The latest Core Inflation statistics MicroStrategy...
Today on the Brief: A public company has switched $250 million in cash reserves to bitcoin The latest in the vaccine rumor trade with Vladimir Puti...
Today on the Brief: Grayscale launches national digital asset TV ad campaign Rough times for oil as Saudi Aramco sees 73% decline in revenue Kodak...
On this week’s Long Reads Sunday, NLW reads three pieces: Public Markets Don’t Matter Like They Used To - Matt Levine in Bloomberg A look at how pu...
This week’s Breakdown Weekly Recap is all about that vibe you’ve been feeling - that inescapable notion a new crypto bull market is afoot. NLW looks...
Mainstream financial media loves reporting the stock market like it's the only economic indicator that matters. On this episode, NLW breaks down 11 nu...
Today on the Brief: Better news in the jobless claims this week A new bitcoin adoption cycle? A check in on Lebanon Our main conversation is wit...
Today on the Brief: Robinhood doubles quarterly trading revenue Square did $875 billion in bitcoin revenue in Q2 - up 600% YoY ADP report: 167,000...
Today on the Brief: President Trump wants a cut of the TikTok deal Previewing this week’s COVID-19 vaccine trade Dave Portnoy breaks into bitcoin...
