Excess Returns What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche
Mar 15, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 6min
How Much Reserves Do Banks Need to Stay Liquid?
06:00 • 3min
Is This a Silicon Valley Bank?
08:32 • 4min
SBB's Capital Losses Are More Than the Capital You're Carrying
12:50 • 2min
What Happened to Silicon Valley Bank?
15:06 • 4min
Should Banks Hedge Interest Rate Risk?
19:18 • 5min
Regional Banks
24:45 • 3min
What's Going to Happen When My Account Moves to a Schwab?
28:03 • 5min
The Government Shouldn't Back the Deposits, Right?
32:43 • 3min
Is FDIC Insurance Really a Tax on Banks?
35:35 • 3min
Is There a Limit on How Much We're Going to Ensure?
38:08 • 5min
Is the Fed Going to Stay Ahead?
43:00 • 4min
Silicon Valley Boom Bust Cycles
47:12 • 2min
Is There a Lesson for Investors When Things Are Too Good to Be True?
49:11 • 5min