Unusual Whales

Pod 19: Silicon Valley and Signature Bank Collapse, Regional Bank Crisis, The Fed's Response, CPI, and New Fed Policies for Markets

Mar 14, 2023
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1
Introduction
00:00 • 4min
2
The CPI Panel - Joseph Wang, CIO at Monetary Macro
03:32 • 5min
3
How Did We Get Here?
08:09 • 5min
4
The Fed Will Know What It's Trying to Do With Cryptocurrency
12:45 • 5min
5
The Risk of a Bank Run and Systemic Problem
17:59 • 3min
6
Depositor Beta
21:06 • 3min
7
Deposit Beta
24:35 • 2min
8
The Perfect Storm Never in History Has Banks Had to Pay Up to Maintain Assets
26:35 • 5min
9
Is Mark to Market Affecting Liquidity?
31:32 • 2min
10
Is There a Volatility in the Market?
33:10 • 4min
11
Is the Fed Going to Stop Pivoting?
37:28 • 5min
12
Are You Looking at Growth or Shrink? Is That a Good Idea?
42:03 • 4min
13
Reverse Repo Facility - What Does Reduce Banking Sector Liquidity?
46:17 • 4min
14
Is the Fed Going to Do a Complete About Face?
50:47 • 2min
15
What Are Your Thoughts on Volatility?
52:54 • 5min
16
Did the Fed Have to Save the Day?
57:45 • 2min
17
HTN Bonds
59:32 • 5min
18
Is the Regional Banking System Broken?
01:04:06 • 2min
19
The Fed's Mismanagement of Silicon Valley Bank
01:05:53 • 5min
20
The Banking Sector Is Into a New Penalty Box
01:10:27 • 2min
21
Is There a Systemic Risk in Commercial Real Estate?
01:12:12 • 3min
22
The BTFP - Is the One Year Timeframe Sufficient for the Slow Burn to Play Out?
01:15:12 • 4min
23
Last Bear, Any Closing Thoughts?
01:19:40 • 4min
24
The Unusual Whales Podcast
01:24:00 • 2min