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Latest from Nathaniel Whittemore
Rage Against the Economic Machine: The Best of the Breakdown July 2020
A recap show on wealth inequality, stock markets and taking it back featuring Jill Carlson, Michael Krieger, Daniel Lacalle, George Gammon and more.
For What Future Are We Building Bitcoin?
A reading of Meltem Demirors new essay “Unintended Architecture” asks some key questions about intention setting for the future of Bitcoin.
Previewing the Economic Showdowns Coming This Fall
From the size of a second round of stimulus to COVID-19 litigation to reshoring, last week previewed some key economic issues for the months to come.
What a Professional Trader Thinks of the Fed, Robinhood and Real Estate, Feat. Tony Greer
The editor of the Morning Navigator newsletter discusses a variety of macro topics and how to trade against a very strange market.
The Bond Market Is the Truth Teller No One Heeds, Feat. George Goncalves
A veteran bond strategist gives his take on why the bond market has a better read than equities on short-term and long-term macro trends.
How DeFi Could Disrupt Traditional Finance, Feat. Sergey Nazarov
"Imagine a world without counterparty risk..." - Chainlink's co-founder Sergey Nazarov shares why the move from brand-based contracts to math-based contracts is inevitable.
How Real Is Bitcoin’s Rally? 8 Interpretations of Bitcoin's Massive Surge
As bitcoin retraces slightly after reaching a new 2020 high about $11,000, NLW explores what’s driving the rally and how likely it is to continue.
SPACs 101: A Bubble, the Future or Both?
A primer on, and critical look at, one of Wall Street’s hottest trends: special purpose acquisition companies.
Is This China’s Century or the US’s? Maybe It’s Both
This Long Reads Sunday is a reading of Adam Tooze's recent review of four books on the growing conflict between the U.S. and China.
As Economic Indicators Get Worse, the US Revs Up the Next Multi-Trillion Stimulus
The Breakdown Weekly Recap covers growing U.S.-China tensions, worsening job numbers and the next casual $1 trillion to $3 trillion in stimulus.
