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The Breakdown

A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nat

Episodes

Total: 1734

Joe McCann currently works in cloud and AI at Microsoft and has spent decades in tech, crypto, and o

It’s hard to look at recent news from both crypto and traditional markets and not feel like we’re ge

The entire week's shows in one convenient episode  Monday | Off Tuesday | The $20,000 Human IPO &am

Bitcoiners are particularly sensitive to Fed intervention in markets, but the degree to which the Fe

This week saw the latest salvos in the battle for the future of money.  Libra announced that it woul

As week (one million, it seems) of the COVID-19 lockdown plods on, many are wondering what the econo

Even as the market tries to make sense of everything happen (or ignores it, depending on your perspe

The full week's episodes in one convenient file: Monday | How Covid-19's Second Order Effects Could

As we wrap up another crazy week - 6.6m more jobless claims, $2.3T more in stimulus - this episode o

As host of the Pomp Podcast, author of the daily Off The Chain newsletter, and founder partner at Mo

Demetri Kofinas is the host of Hidden Forces, a popular podcast that examines markets through the le

Epsilon Theory’s Ben Hunt joins for a follow up to our pre-lockdown Covid-19 conversation in early M

Second order effects are things that happen as unexpected outcomes of something else happening. Thes

The full week's episode, in one convenient file. Monday | Bitcoin, Stablecoins, DeFi and Privacy: H

Matt Luongo got his start in bitcoin in 2013. In 2016, he watched a pivotal moment where the sound m

The economic outlook is grim. The jobless claims keep piling up and even the most intransigent state

“Some countries just aren’t going to emerge from the Coronavirus.” Peter Zeihan is one of the world’

In this wide-ranging discussion, Castle Island Ventures founding partner and Coin Metrics co-founder

On January 28th, Bloomberg’s Joe Weisenthal tweeted “Notable overlap on here between the most alarmi

The full week's episode, in one convenient file.  Monday | Unlimited QE and Why Markets Can’t Pric