Subscribe To The Macro Trading Floor: https://www.youtube.com/channel/UCFk1qCySNf2FIzIidVVW81A -- On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the continued banking turmoil as First Republic Bank lost around $100 Billion in deposits & saw its stock plunge over 95%. How will this impact loan growth & credit creation in the economy, ... Show More
May 15
Process, Process, Process
To reach out to Alf: alf@palinurocapital.com (or Alfonso Peccatiello on BBG) To reach out to Brent: bdonnelly@spectramarkets.com (or Brent Donnelly on BBG) In this episode, Alf and Brent focus on various aspects of their investment/risk management process. They discuss several id ... Show More
33m 7s
Mar 2023
The Largest Bank Failure Since 2008 | Weekly Round Up
This week, after a week of turmoil across the banking industry, Mike & Mark discuss the collapse of Silvergate and Silicon Valley Bank. With fears mounting over the mark to market value of bank's asset's, we walk through the dynamics which led to depositors running for the exit d ... Show More
1h 4m
Apr 2025
This Is What Capitulation Feels Like | Weekly Roundup
This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump’s tariffs, what markets we’re eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin’s resilience, and more. Enjoy! ... Show More
47m 53s
Mar 2023
E120: Banking crisis and the great VC reset
(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its grow ... Show More
1h 30m
May 2022
Is this a bear market? (EP.255)
On today's show, we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of all-time, and much more.
Register for the YCharts Webinar: Mega Caps with Michael Batnick: The Real Impact of Mega Cap Stocks ... Show More
46m 37s
Mar 2023
Prof G Markets: SVB’s Collapse, the U.S. Banking System, Venture Catastrophists, and What’s Next
This week on Prof G Markets, Scott and Ed unpack what happened to Silicon Valley Bank and what its stress test means for the strength of the U.S. banking system. They also discuss how branding has played a role in the chaos, particularly as it relates to the two tiers of venture ... Show More
49m 47s