Mutiny Investing Podcast

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

Jun 27, 2023

01:24:46

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Episode notes

Introduction

2min

PJ Pierre: How to Get More Eyeballs on Your Podcast

3min

How to Start a Bank

2min

The Advantages of Trading a Credit Spread

3min

The Importance of Price in Banking

4min

The Effects of Liquidation on Banks

2min

The Risk of a Bank Run

3min

The Fiction of Banking

3min

SVB's Liquidity Mismatch With the Regulators

3min

10.

The Future of Banks

4min

11.

The Importance of Auto Sweeps

2min

12.

The Importance of Deposit Insurance

2min

13.

The Fed's Lazy Role in Banking

4min

14.

The Importance of Spreads in the Banking System

5min

15.

The Importance of a Banking License

3min

16.

How to Start a Bank

2min

17.

The Risks of Starting a Bank

3min

18.

The Cost of Insured Deposits

2min

19.

The Importance of Debt Ceiling

2min

20.

The Importance of Leverage in Recession

2min

21.

The Yield Curve and Recession Indicators

2min

22.

The Debt Ceiling and the Market

6min

23.

The Debt Ceiling: A Malfuizian Number

2min

24.

The Importance of Debt to GDP

3min

25.

The Importance of Foresight in Trading

2min

26.

The Importance of Predicting Macro Events

5min

27.

The Advantages of Secular Inflation Bets

1min

28.

The Importance of Positioning in the Long TLT Trade

3min

29.

The Importance of a One Time Reset

4min

30.

The Role of the Monarchies in the Debt Jubilee

3min

In this episode, I have the privilege of engaging in a captivating conversation with two distinguished guests. First, we have PJ Pierre, the Vice President of Trading and Portfolio Management at Denali Asset Management. Joining us alongside PJ is Zed Francis, the esteemed co-founder and Chief Investment Officer (CIO) of Convexitas.

Topics:

Are any banks solvent?
Insure all deposits?
Start a bank?
Debt Ceiling Trades?
Jubilee, reset, revolt...choose wisely and more!

I hope you enjoyed this conversation with PJ & Zed as much as I did!

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