52. PJ Pierre & Zed Francis - Are any banks solvent?

1

Introduction

00:00 • 2min

2

PJ Pierre: How to Get More Eyeballs on Your Podcast

01:53 • 3min

3

How to Start a Bank

05:01 • 2min

4

The Advantages of Trading a Credit Spread

06:33 • 3min

5

The Importance of Price in Banking

09:05 • 4min

6

The Effects of Liquidation on Banks

13:17 • 2min

7

The Risk of a Bank Run

15:17 • 3min

8

The Fiction of Banking

17:55 • 3min

9

SVB's Liquidity Mismatch With the Regulators

20:27 • 3min

10

The Future of Banks

23:01 • 4min

11

The Importance of Auto Sweeps

26:58 • 2min

12

The Importance of Deposit Insurance

28:37 • 2min

13

The Fed's Lazy Role in Banking

30:51 • 4min

14

The Importance of Spreads in the Banking System

35:19 • 5min

15

The Importance of a Banking License

40:05 • 3min

16

How to Start a Bank

43:01 • 2min

17

The Risks of Starting a Bank

44:44 • 3min

18

The Cost of Insured Deposits

47:50 • 2min

19

The Importance of Debt Ceiling

49:35 • 2min

20

The Importance of Leverage in Recession

51:35 • 2min

21

The Yield Curve and Recession Indicators

53:36 • 2min

22

The Debt Ceiling and the Market

55:37 • 6min

23

The Debt Ceiling: A Malfuizian Number

01:01:22 • 2min

24

The Importance of Debt to GDP

01:03:30 • 3min

25

The Importance of Foresight in Trading

01:06:22 • 2min

26

The Importance of Predicting Macro Events

01:07:55 • 5min

27

The Advantages of Secular Inflation Bets

01:12:32 • 1min

28

The Importance of Positioning in the Long TLT Trade

01:13:59 • 3min

29

The Importance of a One Time Reset

01:17:28 • 4min

30

The Role of the Monarchies in the Debt Jubilee

01:21:20 • 3min