Complexity Premia

Episode 37: Silicon Valley Bank; Credit Suisse; the Transfer of Wealth from Equity to Debt; Aussie Banks win in Flight to Quality; Default Cycle Ramps Up; Consumer Buffers; Best Trades and more

Apr 27, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
How to Forecast a Recession in the US
01:48 • 4min
3
The Global Default Cycle Is Playing Out
05:42 • 2min
4
Credit Swiss's Digital Deposit Run
08:03 • 5min
5
The Importance of Government Guarantees in Banking Shenanigans
12:47 • 5min
6
The Australian Bank Hybrid Market Recovers
17:31 • 3min
7
The Banking Crisis Is Over
20:05 • 3min
8
The Fed's Rate Cuts in January
23:28 • 1min
9
The RBA's Last Hiking Cycle in 2010
24:41 • 5min
10
The Effects of the RBA's Interest Rate Shock on Savings Buffers
29:35 • 2min
11
The Inflation Problem Is Not Going Away Anytime Soon
31:38 • 2min
12
New South Wales' Debt Retirement Fund
33:37 • 3min
13
New South Wales' Debt Funding Crisis
36:45 • 4min
14
The Mismanagement of Victoria's Government
40:40 • 3min
15
The RBA's Hiking Cycle Is Moving the Economy
43:52 • 2min
16
How Bonds Compare in U.S. Dollars, Euro, and Aussie Dollars
46:13 • 2min
17
The RBA's Hierarchical Culture
48:34 • 6min
18
The Importance of Good Economic and Financial Market Decision-Makers
54:19 • 2min