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The Plutonomix Podcast: There are always two sides to every issue, both of which have merit
blevin
65 episodes
1 day ago
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Investing
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Investing
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Regional Banks and The Lessons We’ve Learned
The Plutonomix Podcast: There are always two sides to every issue, both of which have merit
11 minutes
2 years ago
Regional Banks and The Lessons We’ve Learned
In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi examine the lessons they hope we've learned from the Fall of Silicon Valley Bank -- the need for new limits and greater transparency; who's really to blame; and the consequences those responsible may (in their opinion) merit. They also explore some of the alternatives available to investors looking for higher yield and Preservation of Capital, while explaining the pros and cons of each. .    TIMESTAMPS [1:24]  It wasn’t Any One Thing.  But Whose Money is it Anyway! [3:11]  Speaking of First Republic [4:38]  Protecting your Deposits [6:32]  Should we Stick With (or Short) the Dollar? [6:58]  Stick with The Dollar? [8:47]  Like Stan says   RESOURCES What I Think I Know by Barnaby Levin The Illusion of Knowledge by Howard Marks Closing Technique of the Week: The Ben Franklin Close CNBC: The Fed has not made a compelling case for taming inflation by crushing demand, says Judy Shelton Stanley Druckenmiller says he'd be 'stunned' if a recession doesn't happen in 2023 Contact Barnaby Contact Laurie
The Plutonomix Podcast: There are always two sides to every issue, both of which have merit