
 Focused Compounding
 Focused Compounding Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon
 4 snips 
 Mar 24, 2023  Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  21  22  23  24  25  26  27  28  29  30  31  32  33  34  35  36 
 Introduction 
 00:00 • 2min 
 The Fear of Losing a Podcast 
 01:42 • 2min 
 How to Create Content That Lasts 
 03:25 • 1min 
 The Fed's Raise Interest Rates 
 04:51 • 6min 
 The Big Mac Index 
 10:24 • 4min 
 How to Invest in a Higher Inflationary Environment 
 14:00 • 3min 
 The Risks of Commercial Real Estate 
 17:04 • 4min 
 How to Assess Preferential Stocks 
 20:56 • 2min 
 How to Calculate a Preferential Share in a Company 
 23:19 • 5min 
 The Risks of a Short-Term Treasury Bond 
 27:50 • 3min 
 Preferential Stocks in the Market 
 30:31 • 4min 
 How to Invest in a Distressed Bank 
 34:33 • 4min 
 The Preferential Stock Is Down 65% and the Common Is Down 53% 
 38:05 • 3min 
 The Importance of Perpetual Preferential Stocks 
 41:19 • 3min 
 The Future of Banking 
 43:57 • 6min 
 The Fed's Balance Sheet: What It Means for Deposits in 2022 
 49:43 • 4min 
 The Opposite of Buying Credit Suisse 
 53:26 • 2min 
 Credit Suites Merger With UBS 
 55:37 • 2min 
 The Impact of Credit Suites on Switzerland's Banking Sector 
 58:07 • 4min 
 How Berkshires Sold All Their Bank Exposure 
 01:01:40 • 5min 
 The Preferential Stock and the Risk of Bank Failure 
 01:06:30 • 2min 
 Buffett's Selling of Bank of America and American Express 
 01:08:24 • 2min 
 How to Avoid a Run on a Silicon Valley Bank 
 01:10:53 • 4min 
 The Importance of Growth Rates 
 01:15:03 • 2min 
 The Debate on SBB's Bank Failure 
 01:17:04 • 4min 
 The Risks of a Slowdown in the Economy 
 01:21:08 • 5min 
 The Effect of Bank Runs on Assets 
 01:26:05 • 3min 
 Silicon Valley Bank's Volatility Issue 
 01:29:05 • 4min 
 The Importance of Low Cost Deposits 
 01:33:34 • 2min 
 The Effects of Interest Rates on Insurance Companies 
 01:35:53 • 4min 
 The Importance of Diversification in Banking 
 01:40:22 • 3min 
 The Risks of Borrowing Short and Lending Long 
 01:43:07 • 4min 
 The Reluctance of Community Banks to Raise Capital 
 01:46:52 • 2min 
 The Reluctance of Banks to Buy Other Banks 
 01:48:33 • 3min 
 The Fed's View on Deposit Outflows 
 01:51:26 • 4min 
 The Effects of the Fed's Rate Raising on the Economy 
 01:55:18 • 3min 
