Julia Duzon joins Mark Moss to explain why the next bank run may not look like a panic, why banks are sitting on even bigger losses than in 2023, and why cheap deposits are the real fight behind the Genius Act.
They discuss the SVB and First Republic collapse, fractional reserve versus full reserve, a 10-year above 5% and the duration mismatch, why banks fo ... Show More
Sep 30
Lyn Alden: Nothing Stops This Train. Not Even AI.
Lyn Alden joins Mark Moss to explain why nothing stops the fiscal train, why AI will cheapen some prices while scarce assets keep rising with the money supply, and why the next few years look like a gradual print, not a collapse. They discuss 7% of GDP deficits, debt-to-GDP after ... Show More
1h 3m
Sep 22
Multifamily Is in a 2008 Moment. Ken McElroy Explains Why.
Ken McElroy joins Mark Moss to explain why good debt is how meaningful wealth actually gets built, why somebody else should pay off the loan, and why multifamily looks like 2008 again after cheap-rate buyers got crushed.They discuss Kiyosaki’s $1.2 billion of good debt, the 1971 ... Show More
1 h
Apr 2024
Swvl’s story, Cafu’s crisis, Abu Dhabi’s asset managers, and Ambani and Adani unite
"Nobody believed we would make it" admits Swivvl founder as the company turns profitable, but critics still say the startup raised and spent too much. Plus, profits of Lazurde have dropped but it still recommends paying dividends, Abu Dhabi is drawing increased interest from asse ... Show More
36m 32s
Sep 2023
9-6-2023 – Avoiding Investment Mistakes Is Crucial
Everybody knows that if something looks too good to be true, it probably is-- yet millions of investors override their better judgment and buy investments that can’t possibly be delivered on their promise. Today's Stocks & Topics: GPK - Graphic Packaging Holding Co., Rents, D - D ... Show More
45m 46s
Jul 2021
Warning signals that bubbles are bursting
The average investor doesn’t understand the fundamentals of the markets, and so they buy because the market is going up…and everyone else is doing it. Today’s guest says the average investor is blinded by market euphoria.
Bert Dohmen, the publisher of the Wellington Letter, says ... Show More
40m 54s
Apr 2024
A New Perspective for Credit Investors
Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More
18m 29s