The market is telling the fed to relax
Hike, Pause, Cut
Talk Your Book: Startups in a Crisis
On today’s show, we are joined by Brandon Arvanaghi, Founder and CEO of Meow, and Devon Drew, the CEO and CIO of DFD Partners to discuss tools for business owners and treasury cash management, and distribution solutions for advisors and asset managers.
These Are the Goods
A substantial fed failure,
Bitcoin Versus Banks
Something happened in crypto this week that has never happened before. It acted as a safe haven. Prior to the most recent period, every time the market fell, Bitcoin fell more. A few examples below: From January 2018 through April 2018, the S&P 500 fell 10%. Bitcoin fell 35% over the same time. From September…
The Compound and Friends: Jill On Money
On today’s show, we are joined by Emmy-winning writer and podcast host Jill Schlesinger to discuss banning TikTok, the Fed backstopping deposits, Hindenburgs short report on Square, fake job listings, and much more!
Stocks Aren’t Going Down. Why?
Banks fail, fed hikes, stocks gain.
Animal Spirits: The Lender of Last Resort
On today’s show we discuss the latest from the banking crisis, the market’s reaction to bank runs, what the Fed should do next, why service inflation is higher than goods inflation, why crypto is rallying this year, how much money it takes to be rich and much more.
Talk Your Book: How to Buy Treasuries
On today’s show, we are joined by Alex Morris, Co-Founder and CIO of F/m Investments and the US Benchmark Series to discuss yield volatility, why it’s so hard to buy single treasuries, the 2023 banking crisis, and much more!
These Are the Goods
This week was all about the banks
The Compound and Friends: Bearishly Bullish
On today’s show, we are joined by Dan McMurtrie, CIO of Tyro Partners to discuss SVB fallout, issues at Credit Suisse, where rate hikes go from here, and much more!
