BREAKDOWN: 'The Fed Meetings Are a Dead Spectator Sport' - Best of The Breakdown September 2020

A monthly recap featuring conversations with Luke Gromen, Raoul Pal, Tavi Costa, Sven Henrich, Corey Hoffstein and Michael Saylor.

This episode is sponsored by Crypto.com, Nexo.io and Elliptic.co.

A recap of September, which NLW calls a transitional month between the post-lockdown excitement of the summer and the growing macro insecurity around second wave fears and election volatility. 

Featuring some of the most interesting insights from our guests, including:

Luke Gromen on the four options for countries that can’t pay their debtsTavi Costa on the Fed’s new “mandate” to keep asset prices high Raoul Pal on why “monetary policy is over” Sven Henrich on the ever-weakening economic cycleCorey Hoffstein on the fundamental supply-demand mismatch that exacerbates exogenous shocksMichael Saylor on why he moved his company’s cash reserves to bitcoin 

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