Nathaniel Whittemore

One of investing’s loudest critics of China shares his assessment of where the U.S. political and business relationship with the country is headed. This episode is sponsored by Nexo.io. In this episode, NLW speaks with Kyle Bass. Kyle is the founder and chief investment officer of Hayman Capital Management, a hedge fund focused on global events. He is known for correctly predicting the subprime mortgage crisis, […]

The document that started it all, in audio form. This episode is sponsored by Nexo.io. For this week’s Long Reads Sunday, NLW reads the document that started it all – the Bitcoin White Paper. Interestingly, this document was released under an MIT open-source license, available free to all. Image credit: Emir Hoyman/Getty Images Plus Source link

Reports are that Chris Brummer – author of a volume on crypto assets and frequent speaker on digital currencies – will chair the CFTC. This episode is sponsored by Nexo.io. On this edition of the Weekly Recap, NLW argues that while bitcoin’s price was the short-term story of the week, the medium-term story was all about the transition of power in the U.S. to the new […]

While there was plenty of FUD flying around, it wasn’t the real reason prices pulled back so significantly. This episode is sponsored by Nexo.io. Today on the Brief: Home sales up, home supply down Biden’s first test on the stimulus Euro pessimism Our main discussion: Why the bitcoin dip wasn’t caused by FUD. Anyone paying attention this week had reasons for frenetic worry. Janet Yellen’s comments […]

As a new administration is sworn in, how will one if its most important officials – nominated Treasury Secretary Janet Yellen – impact the digital assets space? This episode is sponsored by Nexo.io. Today on the Brief: Jack Ma is not dead The latest in crypto M&A Deutsche Bank survey sites bitcoin as biggest bubble Our main discussion: Yellen’s impact on bitcoin and digital assets In […]

According to a Goldman insider, the investment bank will leap into crypto custody soon. This episode is sponsored by Nexo.io. Today on the Brief: Gary Gensler is officially Biden’s pick for SEC chairman Investors are betting against the U.S. dollar Grayscale has best day ever with $700 million in investment Ethereum reaches new all-time high Our main discussion: Goldman Sachs reportedly coming to crypto. Over the […]

At the end of an 80-year global debt supercycle, who benefits from having the U.S. dollar as the world’s reserve currency? Source link

This week’s Long Reads Sunday is a reading of the “Stone Ridge 2020 Shareholder Letter” by Ross Stevens, CEO and co-founder of Stone Ridge Asset Management, discussing the history of America, sound money and Stevens’ bitcoin “aha” moment. Source link

The second full business week of January has demonstrated many trends that NLW argues will shape bitcoin and crypto throughout the year. This episode is sponsored by Nexo.io. On “The Breakdown’s” Weekly Recap, NLW argues that this week is exemplary of a set of trends that will define 2021, including: Image credit: glorcza/Getty Images Plus Source link

The entrepreneurial mayor brings his recruitment of tech talent to the crypto space with the potential of a 1% investment of the city’s reserves into BTC. This episode is sponsored by Nexo.io. Today on the Brief: Initial jobless claims grow the most since March Biden unveils emergency relief plan Fed Chair Powell discusses CBDCs and stablecoins Our main discussion: Is Miami about to put 1% of […]

After his most recent stint teaching about blockchain at MIT, former CFTC head Gary Gensler is reportedly the next SEC Chair. This episode is sponsored by Nexo.io. Today on the Brief: Visa drops $5.3B Plaid acquisition after DOJ antitrust suit ECB President Christine Lagarde discusses bitcoin and digital euro Acting OCC chief Brian Brooks to step down this week Our main discussion: Gary Gensler rumored to […]

The International Business Times reports China might nationalize Alibaba. Here’s what that has to do with China’s digital currency efforts. This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co. Today on the Brief: Whales accumulated during yesterday’s crash Kentucky legislators introduce bill to attract crypto miners UBS lowers the threshold for charging savers because of negative interest rates Our main discussion: What […]

As the price crashes more than 20% in 24 hours, NLW describes the “wall of worry” around regulation that might characterize this cycle’s FUD. This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co. Today on the brief: Trump ejected from social media Bakkt confirms plans to go public via SPAC NYDIG buys Digital Assets Data Our main discussion: Are we at the […]

A reading of two recent essays by former bitcoin skeptics who have changed their tunes. This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co. On this week’s Long Reads Sunday, NLW reads two pieces from former bitcoin skeptics who have changed their mind about the asset. Image credit: Talaj/Getty Images Plus Source link

Transformative regulatory guidance, important macro tailwinds and, of course, a stunning run-up past $40,000. This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co. On this edition of The Breakdown’s weekly recap, NLW looks at what was one of the most spectacular and surprising weeks in bitcoin and crypto history. Specifically, NLW discusses: Image credit: peshkov/Getty Images Plus Source link

What a new package including more direct payouts to citizens plus big infrastructure spending mean for bitcoin and markets as a whole. This episode is sponsored by Nexo.io and this week’s special product launch: Stacks.co. Today on the Brief: U.S. loses 140,000 jobs in December Chamath’s SoFi SPAC A SPAC for Bakkt Our main discussion: upcoming stimulus plans As the dust (finally? sort of?) settles on […]

As the Democrats appear to be headed to victory, how does their new U.S. Senate majority impact markets as a whole and bitcoin more specifically? This episode is sponsored by Nexo.io and this week’s special product launch Stacks.co. Today on the Brief: ShapeShift goes full DEX Neil Young and the changing business of music China stocks delisted from NYSE Our main discussion: What are the implications […]

A new interpretive letter from the Office of the Comptroller of the Currency paves the way for stablecoins and public blockchains to be fully integrated in the financial infrastructure. This episode is sponsored by Nexo.io. Yesterday, the Office of the Comptroller of the Currency released Interpretive Letter 1174. The letter allows banks to participate as nodes in “independent node verification networks” (which you might better know […]

Bitcoin has started 2021 off with a bang. Here’s what investors and analysts think is driving the rise (and today’s dip) as well as predictions for what happens next. This episode is sponsored by Nexo.io. The end of December was a momentous time in bitcoin’s history. Not content to clear the psychological barrier of $20,000, bitcoin’s price smashed up almost all the way to $30,000, although […]

The macro analyst looks at unexpected sources of strength in the economy. This episode is sponsored by Nexo.io. Tony Greer is a macro analyst and author of the Morning Navigator Newsletter. In this conversation, he and NLW discuss how central banks continued to kick the can down the road on debt as well as unexpected sources of strength for the economy heading into 2021. Source link

The prominent gold and bitcoin macro commenter discusses a new generation of institutional investors. This episode is sponsored by Nexo.io. Dan Tapiero is an investor and entrepreneur with deep experience in gold and bitcoin. In this conversation with NLW he discusses the new group of institutional investors coming into the space and why, for them, bitcoin represents much more than just a hedge against possible future inflation. […]

The podcaster and CEO of Onramp Invest discusses DeFi, income inequality and the opportunity for bitcoin in 2021. This episode is sponsored by Nexo.io. The wealth adviser and CEO of Onramp Invest discusses why the Federal Reserve continues to ignore its role in income inequality and what the bitcoin community can do to be a force for positive change. Source link

A look at privacy and infrastructure advances that will shape the bitcoin ecosystem in the years to come. Alyse Killeen is the founder and managing partner of StillMark, and has been investing in bitcoin companies since 2013. While much of the conversation this year has been about high level narratives and new institutional investors, Alyse breaks down the technical advances that happened this year. Source link

The Santiago Capital investor takes a look at what 2020 taught us about his notable economic theory. Brent Johnson is an investor at Santiago Capital and the creator of the well-known “Dollar Milkshake Theory.” In this conversation with NLW, he discusses what 2020 taught us about the state of the dollar around the world. Source link

The popular economist talks about the K-shaped recovery and why we could be in for more pain in 2021. Daniel Lacalle is the chief economist for Tressis SV and a well-known economics personality. In this conversation with NLW he discusses the devastation of small businesses in America and around the world and why the recovery could be less even than people think in the year ahead. […]

A macro and bond specialist joins NLW to discuss the economics of 2021. George Goncalves has been a macro analyst specializing in bonds for more than 20 years. In this conversation, he and NLW discuss the story bonds are telling the market and why central bank digital currencies are likely to have an important part of the macro conversation in 2021. Source link

One of the most popular economics and bitcoin YouTube host joins NLW for a conversation about how to make 2021 better. Mark Moss is the host of a fast-growing and popular YouTube channel covering economics, bitcoin and more. In this conversation, he discusses why gold, bitcoin and sound money have become even more important in the context of central bank printing gone wild. Source link

The founder of mobile crypto bank Abra discusses the massive expansion of global central bank balance sheets. Bill Baryhdt is the CEO of Abra, a mobile crypto banking app. In this discussion with NLW, Bill talks about the year in bitcoin and why the mass expansion of central bank balance sheets was the most important economic story of the year. Source link

The director of research at Fidelity Digital Assets gives her take on the crypto space. Ria Bhutoria is the director of research at Fidelity Digital Assets. In this conversation she gives listeners a look at how one of the most important institutional players in the space has viewed the evolution of bitcoin over the past year. Source link

One of crypto twitter’s best-known personalities discusses DeFi, bitcoin and how 2020 was and wasn’t like 2017. Bully Esquire is a Crypto Twitter personality, lawyer, founder of AlphaMarkets and host of the “Bully Esquire” podcast. In this conversation, he and NLW discuss what was good and bad about the DeFi boom of 2020 and more. Source link

No one would have expected an economic crisis to bring a new generation of investors to the table, but that’s exactly what it did. Jill Carlson is an investor with Slow Ventures and the co-founder of the Open Money Initiative. In this wide-ranging discussion with NLW she discusses how an economic crisis brought in a new generation of investors and why political moderation will be all […]

MassMutual’s $100M BTC investment has the potential to open a massive new investment category, according to analysts. Last week, when MassMutual announced its $100 million buy, NLW explored whether it would be the beginning of a trend for other insurance companies. A recent note from JPMorgan analysts suggests that even a 1% allocation by that category of company in major markets in the U.S., Europe and […]

As conventional wisdom grows that central banks can go more deeply into debt than previously thought, one economist asks, how much is too much? This week’s edition of Long Reads Sunday is a reading of “How Much Debt Is Too Much?” by Raghuram Rajan on Project Syndicate. In it, the author explores the shifting conventional wisdom on national debt and worries that countries may reach their […]