Let's Appreciate
173 episodes - English - Latest episode: about 2 months ago - ★★★★★ - 89 ratingsA podcast about capital appreciation, the stock market, the economy, amongst other things
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Episodes
The Downfall of Silicon Valley Bank
March 10, 2023 21:28 - 9 minutes - 8.51 MBAll my notes and citations are here - I am reading from several sources during this video The second-biggest bank failure in U.S. history after a run on deposits doomed the tech-focused lender’s plans to raise fresh capital. The FDIC just took control. The bank was the 16th largest in the U.S., with some $209 billion in assets as of Dec. 31 Silicon Valley Bank has been around since 1983. primarly works with vc backed companies - the banking partner for nearly half of U.S. venture-...
Labor Market vs Inflation
March 09, 2023 19:59 - 10 minutes - 9.96 MBJerome Powell testified in front of Congress this week and the main takeaway was “we are absolutely going to keep ripping rates if we need to - and it looks like we need to.” On the second day of his testimony, he walked back a bit stating - "If — *and I stress that no decision has been made on this* — if the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes." Elizabeth Warren posed a question that pr...
Why the Data Makes No Sense
March 02, 2023 14:02 - 11 minutes - 10.3 MBfull article: https://kyla.substack.com/p/why-the-data-makes-no-sense
Interview with Mary Daly, President and CEO of San Francisco Federal Reserve
February 24, 2023 14:00 - 21 minutes - 20.1 MBfull transcript at kyla.substack.com
No-Landing and the Anti-gravity Economy
February 16, 2023 16:54 - 8 minutes - 7.87 MBfull article: https://kyla.substack.com/p/no-landing-and-the-anti-gravity-economy
Margin and Opportunity
February 09, 2023 15:17 - 9 minutes - 8.92 MBfull article: https://kyla.substack.com/p/margin-and-opportunity
TikTok's CoreCore and the Federal Reserve
February 02, 2023 17:33 - 10 minutes - 9.64 MBhttps://kyla.substack.com/p/tiktoks-corecore-and-the-federal
Reversion to Reality: How Big Tech Impacts the Economy
January 26, 2023 17:20 - 12 minutes - 11.4 MBFull article: https://kyla.substack.com/p/reversion-to-reality-how-big-tech
What Even is a "Mild" Recession?
January 19, 2023 13:50 - 9 minutes - 8.38 MBFull article at kyla.substack.com
The Eggconomy
January 12, 2023 19:37 - 11 minutes - 10.8 MBAll rights to the Gaston song belong to UMG. 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 cont...
Why the Fed Might Want You to Lose Your Job
January 06, 2023 12:52 - 8 minutes - 8.14 MBfull article: https://kyla.substack.com/p/the-fed-is-hiking-up-that-mountain
Mind the Cup
December 29, 2022 22:32 - 7 minutes - 7.12 MBfull article here: https://kyla.substack.com/p/mind-the-cup
Mind the Cup
December 29, 2022 22:32 - 7 minutes - 7.12 MBfull article here: https://kyla.substack.com/p/mind-the-cup
2022 was Really Weird
December 22, 2022 21:06 - 15 minutes - 14.2 MBFull article at kyla.substack.com
A Non-Zero Interest Rate World
December 17, 2022 16:04 - 8 minutes - 7.51 MBFull article at kyla.substack.com
Language, Loneliness, and AI
December 08, 2022 17:05 - 13 minutes - 12.1 MBfull article on kyla.substack.com
SBF says "sorry! risk management is kinda hard lol"
December 01, 2022 21:38 - 4 minutes - 4.09 MBnotes: https://www.notion.so/kylascan/SBF-Interviews-107d69d6c93c42f6abd3632b3519fd52
Why The Fed is Wrong about the Labor Market
November 30, 2022 22:25 - 6 minutes - 5.73 MBfull notes: https://kylascan.notion.site/Jerome-Powell-Speech-60f43df6d95542e181ba33c4886eac61
DCG, Multicellular Organisms, and Fed Minutes
November 28, 2022 17:28 - 7 minutes - 6.83 MBFull article: https://kyla.substack.com/p/dcg-multicellular-organisms-and-fed#footnote-2
Elon Musk, The FTX Saga, and the Federal Reserve
November 21, 2022 21:33 - 11 minutes - 10.8 MBSome more on Elon, SBF-FTX, and some Moo! Full piece: https://kyla.substack.com/p/the-most-...Bloomberg 1: https://twitter.com/opinion/status/15...Bloomberg 2: https://twitter.com/opinion/status/15...Bankless 1: https://twitter.com/BanklessHQ/status...Bankless 2: https://twitter.com/BanklessHQ/status...
Somehow, FTX is Worse than Enron
November 17, 2022 22:23 - 4 minutes - 4.08 MBNotes: https://kylascan.notion.site/FTX-Updates-Full-e6c9cbfeec774b2c8b8e67248dce0286
Full Summary of the FTX Spiral and Collapse
November 15, 2022 22:08 - 11 minutes - 10.5 MBFull notes: https://kylascan.notion.site/FTX-Updates-Full-e6c9cbfeec774b2c8b8e67248dce0286
FTX, Inflation, and Things That Keep Happening
November 10, 2022 21:07 - 5 minutes - 5.43 MBfull notes: https://kylascan.notion.site/FTX-and-Binance-940e742b58a34cabbade95cd50645ed0
What is Happening with FTX and Binance?
November 08, 2022 20:33 - 6 minutes - 6.34 MBFull notes: https://www.notion.so/kylascan/FTX-and-Binance-940e742b58a34cabbade95cd50645ed0
Intention vs Impact: Jerome Powell & Elon Musk
November 07, 2022 19:44 - 10 minutes - 9.57 MBFull article: https://kyla.substack.com/p/intention-vs-impact-jerome-powell
What is the Federal Reserve Doing?
November 03, 2022 19:43 - 6 minutes - 5.93 MBFull notes: https://kylascan.notion.site/Powell-Presser-39bfec65cb604509a4bc9f15ab4b5c13 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 copyr...
A Bird in the Hand: Elon Musk, Misinformation, and Twitter
November 01, 2022 19:43 - 25 minutes - 23.2 MBFull notes here: https://kylascan.notion.site/Elon-Muskinformation-ccbd38ba08f84c8789894dad20ef8de9 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...
Who is Driving the Economic Car?
October 31, 2022 18:12 - 12 minutes - 11.2 MBPeople are cyclical. The economy is cyclical. It’s something I’ve continuously repeated to myself the past few weeks as I’ve been traveling. I had a conversation with my Uber driver about the current state of affairs, and he asked me - “how could you be so jaded to choose money over people” when I was explaining the well-that’s-just-how-it-is-ism of the Federal Reserve. I did a piece for Bloomberg Opinion on three main economic players - fiscal policy decision makers, the central b...
The Fed’s Goal? Getting the Economy on a Sustainable Path
October 21, 2022 21:35 - 20 minutes - 18.6 MBI had the incredible opportunity to interview Mary Daly, the President and CEO of the San Francisco Federal Reserve. As we all know, the Federal Reserve is raising rates, shrinking their balance sheet in order to fight inflation - but there are increasing concerns over the consequences that those policy decisions have. People are the economy. The economy is just a bunch of people “peopling” around. That’s really important to keep in mind when making policy decisions. We discuss all...
Cathie Wood & Clay Gardner - The Challenge of Democratizing Finance
October 19, 2022 20:58 - 29 minutes - 27.3 MBSo what does democratizing VC really mean? Full interview here: https://fintwitsummit.com 00:00 - Intro 01:09 - Democratizing VC 05:16 - Retail Investors 07:51 - Fee Structure 10:26 - Inequality 14:24 - Optimism 17:35 - Founders 21:34 - Personal Outlooks 25:02 - Macro 29:24 - Bye! 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.co...
We Have More Data Than Ever - So Why is it so Confusing?
October 12, 2022 21:25 - 21 minutes - 19.3 MBAn interview with Alex Damianou from Open Axis on data literacy, storytelling, and the power of narratives. Alex's Twitter: https://twitter.com/alex_damianou OpenAxis: https://www.openaxis.com Beta: https://app.openaxis.com/home?s=landing
Bailey's Policy - "Get Your Sh*t Together"
October 11, 2022 23:24 - 5 minutes - 4.94 MBnotes: https://kylascan.notion.site/The-UK-again-d74fd1823e6d4e2186fca52b24c03297 Bank of England says "Hey pensions, clean it up"
Pumpkin Policy and Dollarominos
October 09, 2022 22:29 - 11 minutes - 10.6 MBnewsletter: https://kyla.substack.com/p/pumpkin-policy-and-dollarominos
Why The Fed Wants a Weaker Jobs Market
October 04, 2022 21:49 - 5 minutes - 5.1 MBToday we got the latest JOLTS report - Job openings fell 1.1 million in August to 10.1 million. The drop in job openings last month (-1,117,000) is larger than the drop in job openings in March 2020 (-1,087,000). However, the Fed is unlikely to pivot - "Tighter monetary policy has begun to cool demand and reduce inflationary pressures, but our job is not yet done. It will take time, but I am fully confident we will return to a sustained period of price stability." Plain English w...
Credit Suisse: Great Financial Crisis 2.0?
October 02, 2022 23:19 - 5 minutes - 4.78 MBAll 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 send me an email, [email protected]
The United Kingdom: Fiscal Policy Meets Monetary Policy
September 28, 2022 20:42 - 5 minutes - 4.65 MB00:00 - Intro 00:13 - What happened? 01:06 - BoE Action 01:45 - Why did this happen? 03:17 - TL;DW 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...
Everything Going on in the Economy Right Now
September 26, 2022 18:25 - 12 minutes - 11.6 MBFull article: https://kyla.substack.com/p/the-fedco... Publishing day form: https://forms.gle/DAgonsNLm12B7P1z5
The Federal Reserve's Inflation Battle
September 21, 2022 22:56 - 3 minutes - 3.45 MBThe Fed raised rates by 75 bps today in order to battle inflation. They're likely going to keep on raising rates. They're going restrictive mode, nearing that meaning that they're willing to take on quite a bit of economic weakness in order to slow the economy down, which is their way of managing inflation.
The Federal Reserve's Secret Weapon
September 19, 2022 18:47 - 10 minutes - 9.59 MBhttps://kyla.substack.com/p/the-economic-kingdom
The Ethereum Merge and the Energy Crisis
September 12, 2022 19:52 - 11 minutes - 10.8 MBFull write up: https://kyla.substack.com/p/the-ether... 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 th...
Everyone is Impacted by the Energy Crisis
September 07, 2022 20:26 - 12 minutes - 11.5 MBThere’s an energy crisis going on. I am going to talk about how we got here, what’s going on right now, and some ideas for what the future could look like. As always, I try to remove all sensationalism in my work, so if you’re looking for straightforward analysis and synthesis on this situation, that’s what this is. Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Ins...
Everyone is Impacted by the Energy Crisis
September 07, 2022 20:26 - 12 minutes - 11.4 MBThere’s an energy crisis going on. I am going to talk about how we got here, what’s going on right now, and some ideas for what the future could look like. As always, I try to remove all sensationalism in my work, so if you’re looking for straightforward analysis and synthesis on this situation, that’s what this is. Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylasc...
Quiet Quitting is Actually Quite Loud
August 29, 2022 20:48 - 10 minutes - 9.61 MBI truly think the Fed is doing the best they can with the tools that they do have - but as I and many others have written about before, their best might not be good enough here. I think using the labor market as a tool is of course an economic necessity for what they can do - but it’s a tool that has long lasting morale consequences and enhances distrust in a world that is increasingly losing trust in everything. Full piece: https://kyla.substack.com/p/getting-p... All materials i...
How Sensationalism Drives the Stock Market
August 22, 2022 19:37 - 11 minutes - 10.5 MBThere is a gap between expectations and reality, which creates the perfect storm for Very Big Takes. Supply side information issues compounded by ‘printing’ too many takes has created a hypertakeflationary environment. full piece: https://kyla.substack.com/p/hypertake... 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...
The Inflation Narrative
August 15, 2022 19:47 - 9 minutes - 8.31 MBInflation being 0% in July doesn’t diminish that pain and worry that so many are experiencing. There is still a long way to go. But even marginal improvements can tip the dominoes in a better direction - which should help shape expectations to be more positive, and the compounding impact of that is a good thing. Full article: https://kyla.substack.com/p/the-infla...Fast Company: https://www.fastcompany.com/90765511/... All materials in these videos are used for educational purpose...
How Social Media Drives the Economy
August 08, 2022 20:09 - 7 minutes - 7.1 MBThe algorithmic money faucet does not like detail, but that is what this economy *requires*. Things are bad, things are good, and it’s important to understand where and why both are happening versus saying that Everything is Actually Hell. Nuance is required, especially as we navigate the next few months of a Fast and Furious Fed, who is hellbent on fighting inflation. The way that we think about the economy and markets might have to evolve as the economy and markets evolve Ful...
The Semantics of a Recession
August 01, 2022 12:27 - 17 minutes - 15.6 MBGrief and love are the same emotion, expressed differently. We are living in a world of increasing differentials, where our base case is becoming less probable, and we are having to build out new models of thinking. That is exciting but scary - we might be all experiencing the derivative of the ‘same thing’ as our economic world changes around us but it shows up for all us differently. And that is important to remember. Full article: https://kyla.substack.com/p/the-semantics-of-a-r...
Inflation, Oil, and the Federal Reserve
July 19, 2022 22:19 - 14 minutes - 13.4 MBFull article: https://kyla.substack.com/p/the-secon... 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 send me an email, [email protected] DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, a...
Investing in an Inflationary Environment
July 15, 2022 12:32 - 22 minutes - 20.7 MBNote: the interview was filmed in April 2022 so some dynamics have changed, but the core interview applies even more now than it did then I got the chance to interview Don Casturo, the CIO of Quantix Commodities. We discussed commodities, and how you can hedge against inflation in your own portfolio. This video is in partnership with Harbor Capital Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan?Twitter...
What is Going On with Inflation?
July 14, 2022 11:59 - 13 minutes - 12 MBFurther reading: https://horse-quart-a62.notion.site/I... 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 send me an email, [email protected] DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal...