Everyone has an opinion, what does the market think?
Animal Spirits: The Panic of 2023
On today’s show we discuss Silicon Valley Bank, the psychology of bank runs, how the Fed broke stuff, FDIC insurance, why the banking industry is forever changed, tech is the new Wall Street, why the bank crisis could be bullish for the stock market and much more.
Whose Fault is it Anyway
It’s never a single point of failure
Talk Your Book: The Carrying Cost of Crazy
On today’s show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management about the SVB drama, interest rates moving forward, a slowdown of consumer spending, and much more!
These Are the Goods
The bank of startups, the browser wars, a history of substack, and more things I chewed on last week
A Reverse Minsky Moment
Instability leads to stability
The Compound and Friends: Catch a Falling Knife
On today’s show, we are joined by Carleton English, Financial Journalist at Barrons, and Joe Fahmy, Advisor at Zor Capital to discuss S&P 500 technicals, the crypto collapse, recession probabilities, and much more!
Fear Sets In
Financial stocks lost ~170 billion in market cap today. It was the largest decline since June 2020.
Animal Spirits: How Much Do You Need to Make to be Rich?
On today’s show, we discuss reaction to Powell’s testimony, richsession in chart form, Silvergate drama, Michael’s humble brags, Karen-Batnick, and much more!
Talk Your Book: A Bull Market in Tickers
On today’s show, we are joined by Ed Egilinsky, Managing Director and Head of Alternatives at Direxion to discuss how to use leveraged ETFs, the cost of leverage, exciting thematics in 2023, and much more!
