Many Happy Returns

Contagion: Chain Reactions and the CoCo Powder Keg

Mar 22, 2023

38:49

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Highlights

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Episode notes

The Common Creditor Effect in the 1997-98 Asia Crisis

01:45

Credit Suisse - What's the Debt Book?

01:37

Bankruptcy Is a Confidence Trick, Right?

02:00

Introduction

2min

The Unholy Trinity of Financial Contagion

3min

Credit Suisse - What's the Debt Book?

2min

What Is a Derivative?

2min

Bankruptcy: The Final Nail in the Coffin?

2min

The Mexican Peso Is the Whipping Child of Any EM Crisis

2min

How Cryptocurrency Can Affect Money Market Funds

2min

Common Creditors - Is There a Liquidity Crisis?

2min

The Common Creditor Effect in the 1997-98 Asia Crisis

2min

10.

Bankruptcy Is a Confidence Trick, Right?

2min

11.

Is There a Red Hot Capital Market?

2min

12.

The Holy Trinity of Financial Contagion

2min

13.

Is There a Risk of Contagion?

2min

14.

The Banking Crisis Is Going to Tighten Financial Conditions

2min

15.

What Is a Cocoa Bond?

2min

16.

Credit Suisse's Contingency Convertible Bond

2min

17.

Credit Swiss's Risk Is $17 Billion Bonds Are Now Worthless

2min

18.

What's the Signaling Problem With Barclays?

1min

19.

Why Do People Buy Cocoa Bonds?

2min

Contagion can be rapid, unpredictable and destabilising.

When a financial institution gets into trouble, it can cause a chain reaction, punishing investors, banks and even countries.

We discuss what factors cause these crises to spread and what we should do about it as investors.

And in today’s Dumb Question of the Week: What is a CoCo, and are they about to pop?

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📧 mhr@pensioncraft.com

🎧 many-happy-returns.captivate.fm

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

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Many Happy Returns

Contagion: Chain Reactions and the CoCo Powder Keg

The Common Creditor Effect in the 1997-98 Asia Crisis

Credit Suisse - What's the Debt Book?

Bankruptcy Is a Confidence Trick, Right?

Selected links

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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