Preview Mode Links will not work in preview mode

Jun 30, 2020

June 2020 will go down in the history books as an extremely chaotic and confusing period. 

In this “Best of the Month” retrospective, we look at some of the best guest conversations from The Breakdown, including:

  • Human Rights Foundation CSO Alex Gladstein on the importance of cash for privacy
  • DigiChina...


Jun 28, 2020

The latest Long Read is "Crypto Dollars and the Evolution of Eurodollar Banking" by Avi Felman and Max Bronstein. 

This piece covers:

  • The Dollar Milkshake Theory
  • Why the demand for the US dollar remains so high 
  • Why demand for dollars is increasing rather than decreasing 
  • What "eurodollars" are
  • What the shadow banking...


Jun 27, 2020

As states shutter economic activity because of preventable COVID-19 outbreaks, it’s deja vu all over again. 

This is a movie we’ve seen before:

  • Rise in what could have been preventable COVID-19 cases
  • A call for shutdowns (plus voluntary closures)
  • Rampant politicization of health and economic issues rather than...


Jun 27, 2020

Today on the Brief:

  • A consumer spending rebound
  • A new crypto regulatory regime in Europe
  • A bitcoin warning from a famed investor

Our main discussion: 

Tuur Demeester is the managing partner of Adamant Capital, a bitcoin investment firm that earlier this year published “The Bitcoin Reformation.” 

In this...


Jun 26, 2020

Today’s edition of The Breakdown is an extended version of the Brief, this time covering five topics.

  • New Jobless claims - sticking stubbornly at ~1.5 million new claims per week, despite economist expectations 
  • The “whack-a-mole” economy - Former Treasury Secretary Lawrence Summers predicts as much as 30% of the...