“The Fed Meetings Are a Dead Spectator Sport” Best of The Breakdown September 2020

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 debts

Tavi 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 cycle

Corey Hoffstein on the fundamental supply-demand mismatch that exacerbates exogenous shocks

Michael Saylor on why he moved his company’s cash reserves to bitcoin

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 debts
Tavi 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 cycle
Corey Hoffstein on the fundamental supply-demand mismatch that exacerbates exogenous shocks
Michael Saylor on why he moved his company’s cash reserves to bitcoin