During her tenure as Chair of the Federal Deposit Insurance Corporation (FDIC) from 2006 to 2011, Sheila Bair managed over 300 bank failures, including the collapse of Washington Mutual in September 2008, the largest bank failure in American history.
Bair joins Forward Guidance to apply her vast experience to share insight on recent failures of Silicon Valle ... Show More
Feb 26
AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup
We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reaccele ... Show More
54m 40s
Feb 25
What ETF Flows Are Telling Us About Investor Appetite | James Seyffart
Bloomberg ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates the perfect environment for active managers while AI steals crypto ... Show More
46m 24s
Feb 21
Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup
This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on trading lessons, risk management, and why in-person macro communities ... Show More
43m 51s
Mar 2023
What Does The Collapse of Silicon Valley Bank Mean For Your Money?
The biggest bank failure since the 2008 financial crisis is stoking fears of a larger financial meltdown across regional US banks. Silicon Valley Bank, a key lender for startups and the tech industry, collapsed last week. As regulators take over, many people around the country ar ... Show More
21m 31s
Mar 2023
How Silicon Valley Bank failed
Silicon Valley Bank was the 16th largest bank in America, the bank of choice for tech startups and big-name venture capitalists. Then, in the span of just a few days, it collapsed. Whispers that SVB might be in trouble spread like wildfire through group texts and Twitter posts. D ... Show More
21m 2s
Sep 2023
Central banks made bonds sell off
<p>This week, one central bank after another made it clear that interest rates need to stay higher for longer. As a result, government bond yields rose sharply, the US dollar strengthened and equities sold off. Only the Bank of Japan remains on a different wavelength, keeping its ... Show More
17m 11s
Mar 2023
Why the Banking Crisis Isn’t Over Yet
<p>In the past week, as spooked customers frantically withdrew $42 billion from Silicon Valley Bank, the U.S. government stepped in to craft a rescue operation for the failed lender.</p><p>But efforts to contain the crisis have met resistance, and the fallout of the collapse has ... Show More
29m 4s
Apr 2023
MI266: Banks on the Run: Insights into the Banking Crisis & the Future of Banking w/ Joseph Wang
Rebecca Hotsko talks with Joseph Wang about the ongoing banking crisis, including the reasons behind the failures of Silicon Valley Bank and Credit Suisse, the possibility of further contagion in the industry, and other related topics.
Joseph is the CIO at Monetary Macro, and pre ... Show More
52m 21s
Mar 2023
A Great Recession bank takeover
Earlier this month, we saw the largest bank collapse since the 2008 financial crisis. For many of us, seeing Silicon Valley Bank's meltdown brought us right back to that time 15 years ago, at the beginning of what would become the Great Recession. In early 2009, one or two banks ... Show More
18m 42s
Dec 2023
Fed pushback defied by Wall Street
<p>Central bank officials continue to push back on aggressive rate cut expectations. While US equity markets are still powering ahead, Europe is looking for direction. Our Chief Economist, David Kohl, talks about the latest central bank decisions and what it means for markets in ... Show More
17m 26s