
Let's Appreciate
A podcast about capital appreciation, the stock market, the economy, amongst other things
Latest episodes

Aug 22, 2024 • 17min
Home Insurance is a Really Big Problem
We talk a lot about building more housing, but we do not talk enough about the risk of home insurance. We have massively underpriced risk in many parts of the economy. This leads to things like financial nihilism and distrust, which is why we see a world divided - partially because the risk models are all wrong.00:00 Introduction to Kamala Harris's Economic Proposals00:09 Detailed Housing Policies01:14 Supply and Demand in Housing01:37 The Broader Impact of Housing Shortages02:29 The Complexity of Housing as an Asset03:18 Challenges in Home Building03:47 The Home Insurance Crisis08:53 Economic and Financial Implications09:44 Regulatory Issues and Underinsurance11:09 Reinsurance and Secondary Perils13:03 Future Paths and Solutions14:55 Updating Risk Models for the Future17:44 Conclusion and Final Thoughts

Aug 14, 2024 • 25min
How Do We Fix the Economy?
Join Jared Bernstein, Chair of President Biden's Council of Economic Advisors, and Daniel from the National Economic Council as they tackle pressing economic issues. They break down the current state of inflation and its indicators like CPI and PPI. The duo dives into labor market dynamics and discusses the urgent need for effective housing policies. Key topics include wealth inequality, the importance of tax reform, and innovative solutions for rental affordability, emphasizing how thoughtful government policy can positively impact everyday consumers.

Aug 5, 2024 • 13min
Why The Markets Are So Dramatic

Jul 31, 2024 • 13min
September Rate Cut?
Survey: https://forms.gle/BD7tPEhDr7tqMws8ABook: https://www.amazon.com/This-Economy-Money-Markets-Really-ebook/dp/B0C4J8YH41/

Jul 2, 2024 • 36min
Austan Goolsbee on the Fed's Data Dependence and the Golden Path
An interview with Austan Goolsbee, the president of the Federal Reserve Bank of Chicago, on economic data and where he thinks the Fed might be going next.

Jun 25, 2024 • 12min
Rewriting the Story of Housing in America
Interview with Deputy Treasury Secretary Wally Adeyemo on Innovative Housing PoliciesIn this episode, I interview Deputy Secretary of the Treasury Wally Adeyemo to discuss the recent policies passed by the Treasury to address the housing shortage in the U.S. The conversation highlights Minneapolis' groundbreaking zoning reforms and explores new federal initiatives aimed at making housing more accessible and affordable. Topics include zoning laws, interest rate predictability for builders, and the importance of integrating housing with public transit.00:00 Introduction and Welcome00:05 Interview with Deputy Secretary of the Treasury00:12 The Housing Shortage in America01:30 Minneapolis: A Case Study in Housing Reform04:17 Treasury's New Housing Efforts05:16 Challenges and Solutions in Housing Finance08:27 Integration of Housing and Public Transit09:18 Conclusion and Final Thoughts11:36 Closing Remarks and Call to Action

May 23, 2024 • 9min
No, We Aren't in a Recession (But We Might Be in a Crisis)

May 15, 2024 • 8min
What's Going on with Inflation?
Inflation!Preorder here: https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/ Signed copy here: https://www.boulderbookstore.net/book/9780593727874Giveaway here: https://www.goodreads.com/giveaway/show/388728-in-this-economy-how-money-markets-really-work

May 14, 2024 • 12min
The $2 Billion Dollar Story of Bluey
A version of this research first appeared in the TLDR podcastPreorder here: https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/ Signed copy here: https://www.boulderbookstore.net/book/9780593727874Giveaway here: https://www.goodreads.com/giveaway/show/388728-in-this-economy-how-money-markets-really-work

May 9, 2024 • 20min
When You Destroy the Tools of Creativity
https://kyla.substack.com/p/when-you-destroy-the-tools-of-creativity
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