i'm a massive fan of matking over at city group, for those who don't know him. The fact that he understood the motivations that were driving the banks at the time was incredibly impressive to me. And i love people who tackle them from a very detailed perspective that doesn't set aside the human beings who are actually making these decisions. sultan posa at credit swiss i love reading him, and he will go places, again, where a lot of sellside annalists fear to tread.
Tracy Alloway is the co-host of the Odd Lots podcast and a managing editor at Bloomberg Markets. You can follow Tracy on Twitter at https://twitter.com/tracyalloway and listen to her podcast here: https://open.spotify.com/show/1te7oSFyRVekxMBJUSethH Show Notes:
- Financial crisis hindsight
- Being obsessed with risk and systemic stability
- Historical parallels to the crisis of ‘08
- Macro vs. micro bullshitting
- Why people refuse to say “I don't know”
- Victorian chicken bubble
- Tales of forensic accounting
- NFTs being used to launder money?
- NFTs’ path to success
- Insights from collapse of previous civilizations
- Understanding the Human OS
- Fair Wages for Robots
- Praise for Citi’s Matt King and Credit Suisse’s Zoltan Pozsar