Hedgeye Podcasts The Mother of All Bubbles is Popping [PART 2]: Bank Failures, Contagion Risk & Coming Credit Event
Apr 3, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Panic of 1907
02:04 • 5min
The Crisis in the US
06:38 • 4min
The Fall of the Knickerbocker Trust Company
10:17 • 4min
Morgan's Rescue of the New York Stock Exchange
14:10 • 5min
The High Tide of the Progressive Era Progressivism
18:44 • 3min
The Role of Information Problems in Financial Crisis
21:36 • 3min
The Importance of Innovation in Financial Markets
24:07 • 4min
The Vulnerable Links in the Financial System in 1907
28:32 • 5min
The Speed of Bank Failures in the Digital Age
33:08 • 5min
The Cost of Capital for Banks
38:34 • 2min
The Role of Booms in Financial Crisis
40:47 • 4min
How to Know When a Crisis Is Over
45:10 • 4min
The Choice Between a Regulated Regulator and Less Intervention
49:02 • 4min
The Fourth Turning Framework
52:35 • 4min
The Rise of a New Orthodoxy in a Crisis
56:11 • 4min
The Rise and Fall of JP Morgan
01:00:12 • 5min