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Bitcoin’s (BTC) price has cratered but that’s nothing compared to the broader market havoc. From the coronavirus scare to an oil price war, a confluence of factors is aligning to make it a very rough Monday. 

On this episode of The Breakdown, @nlw is joined by Delphi Digital’s Kevin Kelly to discuss:

  • Why the stock market is just catching up to what the bond markets have been saying
  • Why the bond markets have been a better reflection of potential economic pain 
  • Why we need to pay attention to what happens in the credit markets 
  • The role of the oil price war in today’s market drop 
  • What the declining bitcoin price means for the safe haven and uncorrelated asset narratives
  • Which assets are actually acting like safe havens

For more episodes and free early access before our regular 3 p.m. Eastern time releases, subscribe with Apple Podcasts, Spotify, Pocketcasts, Google Podcasts, Castbox, Stitcher, RadioPublica, IHeartRadio or RSS.

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