Let's Appreciate

Grief and love are the same emotion, expressed differently. We are living in a world of increasing differentials, where our base case is becoming less probable, and we are having to build out new models of thinking. That is exciting but scary - we might be all experiencing the derivative of the ‘same thing’ as our economic world changes around us but it shows up for all us differently. And that is important to remember. Full article: https://kyla.substack.com/p/the-semantics-of-a-recession Full article 2: https://kyla.substack.com/p/the-changing-economic-regime DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Full article: https://kyla.substack.com/p/the-secon... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, kyla.scanlon@outlook.com DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Note: the interview was filmed in April 2022 so some dynamics have changed, but the core interview applies even more now than it did then I got the chance to interview Don Casturo, the CIO of Quantix Commodities. We discussed commodities, and how you can hedge against inflation in your own portfolio. This video is in partnership with Harbor Capital Blog: https://kyla.substack.com  Linkedin: https://www.linkedin.com/in/kylascanlon/  TikTok: https://www.tiktok.com/@kylascan?Twitter: https://twitter.com/kylascan  Instagram: https://www.instagram.com/kylascan/?h... Investors should carefully consider the investment objectives, risks, charges and expenses of a Harbor fund before investing. To obtain a summary prospectus or prospectus for this and other information, visit harborcapital.com or call 800-422-1050. Read it carefully before investing. Investing involves risk, principal loss is possible. Unlike mutual funds, ETFs may trade at a premium or discount to their net asset value. Stock markets are volatile and equity values can decline significantly in response to adverse issuer, political, regulatory, market and economic conditions. All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, kyla.scanlon@outlook.com

Further reading: https://horse-quart-a62.notion.site/I... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, kyla.scanlon@outlook.com DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

There are a lot of avenues in finance, including taking the CFA and other credentialing exams. Basically, if you are handling other people’s money, you’re going to have to take some sort of test to prove that you can do it. The good thing about that though is that a lot of these tests have lateral moves - you get to learn about the nuances of the entire industry which can help if you choose to pursue a different path. This video was sponsored by Kaplan. Kaplan offers licensing, exam prep, professional development and continuing education to launch or advance your career in finance. Learn more about the career pathways discussed in this video below.  https://www.kaplanfinancial.com/wealt... https://www.kaplanfinancial.com/insur... https://www.kaplanfinancial.com/secur... https://www.kaplanfinancial.com/secur... DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

full piece: https://kyla.substack.com/p/data-versus-reality

full write up: https://kyla.substack.com/p/the-vibecession-the-self-fulfilling

Full write up: https://kyla.substack.com/p/people-ar... I think we often forget that the economy is really a bunch of people peopling around and trying to make sense of this world. So it’s going to be silly and dumb because people are silly and dumb.  I don’t know. I think it’s frustrating and it’s also okay to *be* frustrated. That’s part of where action comes from. And just like the Fed, we have to take action to maintain our credibility (something I need to work on more). The bifurcation of society shows that we care at least - but how do we harness these emotions into something productive for our collective future? That’s the eternal question.

full write up: https://kyla.substack.com/p/do-we-need-a-recession?s=w youtube https://youtu.be/7j8IqZ2DTmU

Full piece: https://kyla.substack.com/p/food-insecurity-and-the-baby-formula?sd=nfs DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.