Let's Appreciate artwork

Let's Appreciate

173 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 89 ratings

A podcast about capital appreciation, the stock market, the economy, amongst other things

Investing Business
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Episodes

No, We Aren't in a Recession (But We Might Be in a Crisis)

May 23, 2024 18:24 - 9 minutes - 8.3 MB

What's Going on with Inflation?

May 15, 2024 18:15 - 7 minutes - 7.02 MB

Inflation! Preorder here: https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/ Signed copy here: https://www.boulderbookstore.net/book/9780593727874 Giveaway here: https://www.goodreads.com/giveaway/show/388728-in-this-economy-how-money-markets-really-work

The $2 Billion Dollar Story of Bluey

May 14, 2024 20:09 - 11 minutes - 10.6 MB

A version of this research first appeared in the TLDR podcast Preorder here: https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/ Signed copy here: https://www.boulderbookstore.net/book/9780593727874 Giveaway here: https://www.goodreads.com/giveaway/show/388728-in-this-economy-how-money-markets-really-work

When You Destroy the Tools of Creativity

May 09, 2024 14:35 - 20 minutes - 18.7 MB

https://kyla.substack.com/p/when-you-destroy-the-tools-of-creativity

Here's How We Fix the Housing Crisis

March 27, 2024 18:51 - 30 minutes - 28.3 MB

An interview with Deputy Secretary of the Treasury, Wally Adeyemo, about how we fix the housing crisis.  Blog: https://kyla.substack.com  Linkedin: https://www.linkedin.com/in/kylascanlon/  TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan  Instagram: https://www.instagram.com/kylascan/?h...  All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or rep...

Why We Don't Trust Each Other Anymore

February 23, 2024 17:56 - 32 minutes - 29.9 MB

https://kyla.substack.com/p/why-we-dont-trust-each-other-anymore

Is Wall Street Destroying the American Dream?

January 17, 2024 17:56 - 18 minutes - 16.9 MB

Is Wall Street actually buying up all the housing... or is something far worse going on? Featuring interviews with Ro Khanna, the U.S. Representative for California's 17th District, Rick Palacios Jr, the Director of Research at John Burns Research and Consulting, and several beavers. Follow Rick: https://twitter.com/RickPalaciosJr Follow Ro Khanna: https://twitter.com/RoKhanna -- All articles and works cited here: https://docs.google.com/document/d/1_AB46PlhICTFcb9BriET7kPlHs6Uq...

2024 Outlook: Rate Cuts and the Influencer Apocalypse

January 02, 2024 21:53 - 40 minutes - 37.5 MB

Full article: https://kyla.substack.com/p/2024-outlook-rate-cuts-and-the-influencer

Uncertainty and the Federal Reserve

December 14, 2023 21:18 - 13 minutes - 12.5 MB

Fed action, uncertainty, and a rant about my favorite book

It's More Than Just Vibes

December 06, 2023 23:05 - 14 minutes - 13.6 MB

https://www.dictionary.com/e/pop-culture/vibecession/

Oh My, OpenAI (An Explainer)

November 20, 2023 22:28 - 8 minutes - 8.12 MB

All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion o...

How Social Media Shapes Economic Perception

November 10, 2023 00:51 - 16 minutes - 14.8 MB

One thing I’ve been trying to square lately is online discourse and real world action. I spend a lot of time on this topic (like a lot of time) and it’s because I think it’s important. A lot of people will shrug off how people feel because people are people, and it’s volatile and prone to change, but there is always something within the weeds of these whispers that can be informative to thinking about change. The economy is weird right now. We all know this. We all feel this. Pol...

The TikTok Girl is Right: Modernity and the 9-to-5

October 26, 2023 20:36 - 17 minutes - 16.2 MB

https://kyla.substack.com/p/the-tiktok-girl-is-right-modernity

The Bond Markets are Going Crazy: What does this mean?

October 25, 2023 21:25 - 12 minutes - 11.7 MB

Jerome Powell and the Federal Open Market Committee's Stance: The Federal Open Market Committee, led by Jerome Powell, is indicating a pause in interest rate hikes, highlighting a need for caution and careful consideration of "highly elevated" geopolitical risks and other uncertainties. There's potential for a move in December or later, but conditions need to be met based on comprehensive incoming data, the evolving outlook, and risk assessment. Despite the higher long-term yields,...

The New Normal: Rising Deficits and Bond Turmoil

October 24, 2023 13:30 - 1 minute - 1.4 MB

Jerome Powell and the Federal Open Market Committee's Stance:The Federal Open Market Committee, led by Jerome Powell, is indicating a pause in interest rate hikes, highlighting a need for caution and careful consideration of "highly elevated" geopolitical risks and other uncertainties.There's potential for a move in December or later, but conditions need to be met based on comprehensive incoming data, the evolving outlook, and risk assessment.Despite the higher long-term yields, Powell sugge...

The Mr Beastification of the Economy

October 16, 2023 18:54 - 15 minutes - 12.7 MB

Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said materia...

San Francisco Fed President Mary Daly on New Normals

October 12, 2023 11:12 - 33 minutes - 30.6 MB

Special thanks to the Chicago Council on Global Affairs

Lessons From Biking 245 miles Across France

September 28, 2023 17:51 - 14 minutes - 13.3 MB

https://kyla.substack.com/p/lessons-from-biking-245-miles-across

How Unions are Changing The Economy (WGA, UAW, and More)

September 26, 2023 21:51 - 19 minutes - 17.8 MB

Last month, large stoppages from strikes resulted in 4.1 million missed days of work, according to the Labor Department. That preliminary estimate was the biggest monthly total since August 2000. - In the United States, the labor movement and the occurrence of strikes really began in the late 19th century. This was aa time of rapid industrialization (one could draw parallels to AI), horrendous working conditions, and negligible workers' rights. - One of the earliest and most notabl...

Why Daycare is So Expensive in America

September 12, 2023 21:05 - 12 minutes - 11.7 MB

In a world where childcare is increasingly becoming an essential aspect of everyday life, it's crucial to take a moment to reflect on some startling statistics that highlight the challenges faced by working families across the United States. In this video, we'll delve into the eye-opening facts and figures that shed light on the state of childcare in America, as well as the impending crisis that could leave millions without the support they need. Notes: https://kylascan.notion.sit...

Fragmentation, Polarization, and the Marshmallow Test

September 07, 2023 20:29 - 11 minutes - 10.3 MB

https://kyla.substack.com/p/fragmentation-polarization-and-the

Yes, Treasury Direct Sucks - But Bonds Rock

September 06, 2023 20:25 - 14 minutes - 13.6 MB

what are bonds + how to buy them Disclaimer: This is not financial advice or recommendation for any investment. The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, or financial advice.

Consumerism and The Century of the Self

August 30, 2023 13:49 - 19 minutes - 17.8 MB

https://kylascan.notion.site/The-Century-of-the-Self-44c40659d49949849e00ca690fd8429e?pvs=4 https://www.youtube.com/watch?v=eJ3RzGoQC4s https://subpixel.space/entries/life-after-lifestyle/

Here's Why China's Economy is Going to Fail

August 22, 2023 19:26 - 12 minutes - 10.1 MB

It isn't. But they need to make some decisions. Full notes: https://kylascan.notion.site/China-87c9812eddf74ad7b2da7e215c6e48ed?pvs=4 Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringem...

The Real Ownership Economy

August 17, 2023 14:22 - 18 minutes - 14.5 MB

https://kyla.substack.com/p/the-real-ownership-economy?utm_campaign=post&utm_medium=web

Why Do People Think the Economy is Bad?

August 10, 2023 18:47 - 17 minutes - 13.7 MB

https://kyla.substack.com/p/why-do-people-think-the-economy-is

The U.S. Credit Rating Downgrade

August 02, 2023 17:20 - 11 minutes - 9.23 MB

That meant despite the 2011 S&P downgrade, the US was still a AAA country. But now with the downgrade today, it is no longer the case. expected fiscal deterioration over the next three years the government lacks a medium-term fiscal framework, unlike most peers, and has a complex budgeting process. only limited progress in tackling medium-term challenges related to rising social security and Medicare costs due to an aging population. Over the next decade, higher interest rates a...

How Taylor Swift Saved the Economy

July 31, 2023 18:21 - 12 minutes - 9.75 MB

full notes: https://kylascan.notion.site/How-Taylor-Swift-Saved-the-Economy-335ad7b136c04d9ba7f34c22634b99e9?pvs=4

Is the Vibecession Over?

July 27, 2023 17:38 - 12 minutes - 9.73 MB

https://kyla.substack.com/p/is-the-vibecession-over

The Similarities Between Barbie/Oppenheimer and Elon Musk's X Rebrand

July 24, 2023 19:41 - 12 minutes - 10.2 MB

notes: https://kylascan.notion.site/Week-of-July-17-d8ecc17affaa4a74b18c4d1318f59f65?pvs=4

Gen Z and Financial Nihilism

July 13, 2023 18:44 - 17 minutes - 13.7 MB

https://kyla.substack.com/p/gen-z-and-financial-nihilism

Gen Z and the Future of Work

July 11, 2023 11:20 - 9 minutes - 7.98 MB

Expanding upon and discussing my Fast Company article https://www.fastcompany.com/90911399/kyla-scanlon-on-why-gen-z-is-redefining-the-concept-of-job-satisfaction

We Don't Need to Destroy the Economy to Save It

July 06, 2023 17:53 - 13 minutes - 10.7 MB

https://kyla.substack.com/p/we-dont-need-to-destroy-the-economy

The Economic Perception Model

June 29, 2023 21:13 - 13 minutes - 10.7 MB

https://kyla.substack.com/p/the-economic-perception-model

The Impending Commercial Real Estate Crash

June 26, 2023 20:14 - 8 minutes - 7.18 MB

Full notes: https://docs.google.com/document/d/1h... 

The Nostalgia Cycle Loop

June 22, 2023 20:40 - 10 minutes - 14.9 MB

https://kyla.substack.com/p/the-nostalgia-cycle-loop

Preserving Optionality and Other Things

June 15, 2023 20:29 - 13 minutes - 19 MB

https://kyla.substack.com/p/preserving-optionality-and-other

The Time Premium

June 01, 2023 18:41 - 11 minutes - 10.8 MB

https://kyla.substack.com/p/the-time-premium

Why Some People Want the World to End

May 12, 2023 09:39 - 9 minutes - 8.97 MB

full article: https://kyla.substack.com/p/the-art-of-the-doomer

What Happens When Information Overwhelms Knowledge?

May 04, 2023 19:32 - 11 minutes - 11 MB

I was hit by a car yesterday on my bike. I am so lucky to be mostly unscathed, and I don’t know if I have the words. But it brought up a lot of emotions - mostly around uncertainty and hope.When we wander out into the world, we are dealing with other humans. There are natural forces too, like hurricanes and wind and sunrises. It’s a mix of mess and beauty.But within the entire breadth of existence, there is this underlying thread of uncertainty, amplified by hope. With everything th...

Another Bank Failed

May 01, 2023 20:02 - 10 minutes - 9.45 MB

What are the banks doing? And will it get worse?Notes: https://kylascan.notion.site/FRC-9f86e4f4e62f45fb9f4c448d53bd5632Net interest: https://www.netinterest.co/p/return-of-the-zombies 00:00 - Intro00:15 - Background01:31 - Wobble07:33 - What went wrong? Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan?Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in t...

The Attention Economy

April 27, 2023 18:37 - 10 minutes - 9.75 MB

At one yoga class this week, the instructor started talking about “the attention economy”. The whole class was on the concept of distraction, and how easy it is to not only lose focus, but how the world is designed for us to completely disengage. Our eyeballs are commodities!! They are expensive, and companies will pay big money in order to have our pupils etched onto their products. And the way that they capture our precious gaze is usually through telling some sort of story based...

What does Gen Z really think about work?

April 20, 2023 17:53 - 9 minutes - 8.7 MB

Full article: https://kyla.substack.com/p/what-does...00:00 - Intro 01:32 - Art of Stories 02:28 - Work has No Meaning 04:44 - Mythology 06:50 - Final Thoughts Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use...

The Economics of Self-Commodification

April 13, 2023 16:37 - 9 minutes - 8.47 MB

’ve been really fascinated by nostalgia recently, specifically how it defines culture and therefore the economy (such as the Super Mario Bros movie, Marvel Cinematic Universe, constant reboots, the monetization of familiarity). We love the past. Susan Sontag’s view on this was that that we engage in a cult of nostalgia allowing us to focus on commemorating the past vs critically engaging with the present. We like to stay in pristine museum walls versus building new things! As Svetl...

The Cure for the Housing Crisis

April 06, 2023 20:08 - 6 minutes - 5.62 MB

To solve the housing crisis, we need to build more housing. 00:00 - Intro00:40 - FT Edit01:14 - No More FT Edit05:01 - In SummaryGood Housing Peoplepaul williams - https://twitter.com/PEWilliams_ darrell owens - https://twitter.com/IDoTheThinkingm nolan gray - https://twitter.com/mnolangraynathan allebach - https://twitter.com/nathanallebachmore here: https://www.notion.so/kylascan/Housing-a42212c98f2f4084b157133396e21386 AD - Thank you to the Financial Times for sponsoring this vid...

AI Can't Plant Corn (Yet)

March 30, 2023 19:57 - 12 minutes - 11.3 MB

It seems as though AI has entered almost every conversation we have had recently. Everyone is talking about it, the tradeoff between safety and capacity, whose job it will take first, what it means for All-of-This. And I am not qualified to opine at length about anything of those things! So I’ll include some links and just some summaries of general thoughts I’ve been hearing as I lurk around, specifically focusing on how they connect with financial markets. I want to specifically ...

The Other Side of the Banking Crisis

March 23, 2023 17:42 - 9 minutes - 8.75 MB

So one thing that has been a Big Question for a lot of people lately is the question of deposit insurance, and the concept of money.What does it mean that SVB got technically bailed out? Are all the banks going to be implicitly bailed out now? Whose deposits are okay? What is the point of the banking system if everything is insulated?Is money… safe?And this gets into this really funky space of “What is Money” because turns out, there are a lot of views on how money circulates, wheth...

Credit Suisse and the Fed's Next Move

March 21, 2023 15:05 - 5 minutes - 5.06 MB

The Fed overtightened and did so way too fast. And now it's becoming obvious. The Fed Funds rates needs to be somewhere closer to 3-4% but they painted themselves into a corner so now they have to own the policy mistake.The Fed faces one of its toughest calls in years: whether to raise rates again to fight stubbornly high inflation or take a timeout amid the [most intense banking crisis since 2008.]Spread between short and long-dated rates vol shows traders are now more uncertain ab...

The Takeconomy

March 17, 2023 15:10 - 8 minutes - 7.61 MB

All links: https://kyla.substack.com/p/the-takeconomy/comments

The Fed's "Bailout" of Silicon Valley Bank

March 13, 2023 21:05 - 7 minutes - 6.5 MB

Main takeaways  Fed is “prepared to address any liquidity pressures that may arise” - workaround for unrealized losses and the fed saw potential systemic risk  "The Fed is explicitly trying to tighten financial conditions, but also has responsibilities to promote a stable banking system. A liquidity facility for banks that ignores losses from rate hikes is uniquely positioned to walk that line." - Steven Kelly  The $250K deposit insurance cap is not really useful anymore  It's kind ...

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