Bull vs. Bear: Who Has the Economy Right?

The Breakdown

The economy is nothing if not confounding right now.  Across every domain, from real estate to oil to retail, there are bull signals and bear signals.  In this episode, NLW looks at those signals in the following areas:  Markets - strong...

The economy is nothing if not confounding right now.  Across every domain, from real estate to oil to retail, there are bull signals and bear signals.  In this episode, NLW looks at those signals in the following areas: <ul> <li>Markets - strong stock recovery vs. growth in cash deposits</li> <li>Employment - growth in jobs vs. persistent continuing jobless claims</li> <li>Retail - growth in foot traffic vs. demand destruction</li> <li>Oil - growth in demand (but not in economically productive diesel)</li> <li>Real estate - surge in mortgage applications vs. worst home sales since 2010</li> <li>Dollar - declining confidence vs. there is no alternative </li> <li>COVID-19 - reduced death rates in the U.S. vs. growing caseload</li> </ul> What’s the answer? Is this just a narrative mirage recovery? Listen and find out.

The Breakdown dives into the deepest topics in crypto, blockchain, and the macro forces shaping markets and power structures. Each episode breaks down complex ideas into clear, grounded analysis — separating signal from noise across crypto, finance, and geopolitics.
Hosted by David Canellis, The Breakdown features explainers, interviews, and conversations with the people building, regulating, and challenging the financial system.
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