Banks Walk the Plank 🏴‍☠️ | SVB, Silvergate, Mt.Gox, Mortgages & Bond Talk with a Baby Onboard

1

Introduction

00:00 • 2min

2

Don't Take Investment Advice From These Two Idiots on a Friday on YouTube

01:35 • 2min

3

Silicon Valley Bank and the Liquidity Cascade

03:13 • 2min

4

Is the FDIC Insured Deposits Going to Be the Majority?

05:00 • 2min

5

Is This the First Sellbo for Private Equity VCs?

06:34 • 4min

6

Silicon Valley Bank

10:17 • 2min

7

First Republic Bank

12:05 • 2min

8

What's Going on With Grace Scale?

14:22 • 2min

9

FTX Claims Trading Over Time

16:22 • 3min

10

The Skull Was There Liquid Death Was Well Done

19:10 • 2min

11

Is There a Solution for Hiring Temporary White Collar Workers?

21:15 • 3min

12

How to Play an Office Space Short?

24:32 • 3min

13

Tina, There's No Alternative

27:29 • 2min

14

What Is an Atmospheric River?

29:14 • 5min

15

I Don't Believe Mortgages to Exist

33:49 • 2min

16

Why Should We Have Debt in the Housing Market?

36:02 • 2min

17

Bonds - It's a Wild Day and I'm Not Sure What's Driving It

37:44 • 3min

18

Is There a Zero DTE?

40:32 • 3min

19

The Pirates Pinky Promise

43:21 • 2min

20

Is It a Mac or Excuse to Raise Prices?

45:44 • 2min

21

The Psychology of Inflation

47:21 • 3min

22

Is Specialization an Endurance of Capitalism?

50:14 • 3min

23

Is There a Better Way to Be a Generalist?

53:25 • 2min

24

Branding

55:05 • 6min

25

Is That Inherent to Rewinding?

01:00:48 • 6min