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
The Breakdown