Some thoughts on the fear that is now gripping the financial sector.
Is My Money Safe?
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.
8 Questions on the Banking Panic of 2023
Some questions and answers on SVB, confidence in the system, whose to blame and more.
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!
Bank Runs, Now & Then
Silicon Valley Bank vs. the Panic of 1907.
What Income Level Makes You Rich?
Income levels by age and percentile.
Backtests are Unemotional. Humans are Not
On the importance of financial market history.
Market Timing & Interest Rates
Should you change your portfolio to account for 5% T-bill yields?
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!
