

Let's Appreciate
Kyla Scanlon
A podcast about capital appreciation, the stock market, the economy, amongst other things
Episodes
Mentioned books

Dec 28, 2021 • 14min
What is Web3? (and why does Jack Dorsey hate it?)
No one really knows what web3 is, but its clear that Jack Dorsey doesn't like it! But why? This question is important to explore, as this is likely the future of how we interact online. #web3 #bitcoin #narratives 00:00 - Intro 00:32 - Brief Recap 02:44 - Narrative 04:16 - Crypto Narrative 04:46 - My Graph 08:33 - Summary 13:03 - Final Thoughts

Dec 24, 2021 • 32min
Geopolitics is a Mess - Why?
Notes: https://www.notion.so/Week-of-Dec-13-... Ben's substack: https://benwheeler.substack.com/p/wha... 00:00 - Intro 01:50 - Ben Returns 02:16 - NATO 15:31 - Russia and Ukraine 16:16 - FOMC 26:48 - Cybersecurity 28:38 - Energy Markets 31:06 - Bye Ben 31:31 - Bye Kyla

Dec 21, 2021 • 23min
Why Don't Things Make Sense?
Main write-up: https://kyla.substack.com/p/tradeoffs...Vitaliks piece: https://vitalik.eth.limo/general/2021...Jack’s piece: https://youngmoneyweekly.substack.com... 00:00 - Intro 01:06 - Tradeoffs 02:32 - Centralization Tradeoff 06:00 - Federal Reserve Tradeoff 08:10 - Political Key Man Risk 08:27 - Apple Tradeoff 09:30 - Cybersecurity Tradeoff 10:15 - Gray 11:41 - Energy Tradeoff 13:54 - Crypto Tradeoff 14:17 - Narrative creation 16:42 - Narrative Resistance 17:20 - Narrative Disruption 17:51 - Narrative Packaging 18:47 - Dollar Tradeoff 19:44 - Happiness Tradeoff 21:07 - Final Thoughts 22:11 - Bye

Dec 16, 2021 • 20min
Why The Economy Is Too Hot
A breakdown of yesterday's Fed day in the following format: 1. Pre FOMC (~1 hour before) 2. Post FOMC (~2 hours after) 3. Post post FOMC (~24 hours later) Can you see the difference? The Fed made the decision to accelerate their taper by $30b a month (meaning that they are going to stop providing so much support to Treasuries and Mortgage Backed Securities) as well as released their dot plot - with 3 hikes in 2022. This was a relatively hawkish call for the Fed - meaning that they see some hotness in their dual mandate of price stability (definitely here) and maximum employment (still some ways to go here, but close).

Dec 14, 2021 • 21min
Everything You Need to Know about The Stock Market
Resources for Kentucky: https://www.gofundme.com/f/ukcom-stud... https://wfpl.org/heres-how-you-can-he... https://secure.kentucky.gov/formservi... Full piece: https://docs.google.com/presentation/... Full sources: https://horse-quart-a62.notion.site/S... Helpful videos: What is the Fed: https://www.youtube.com/watch?v=hIQiO... What is inflation: https://www.youtube.com/watch?v=U6jKb...What is the Federal Reserve: https://www.youtube.com/watch?v=-lfKd...

Dec 11, 2021 • 17min
Inflation is Here - What Happens Next?
Full piece: https://kyla.substack.com/p/the-great... Helpful videos: What is the Fed: https://www.youtube.com/watch?v=hIQiO... What is inflation: https://www.youtube.com/watch?v=U6jKb... 00:00 - Intro 00:25 - CPI0 7:04 - What is the Fed Going to Do? 09:21 - The Stock Market is Not the Economy 10:35 - Evergrande 11:41 - Russia 12:08 - Crypto Regulation 13:46 - What is the economy? 15:00 - Final Thoughts

Dec 10, 2021 • 41min
The Ukraine-Russia Situation
Full notes: https://horse-quart-a62.notion.site/R... Ben’s Twitter: https://twitter.com/D1Wheeler Bens Substack: https://benwheeler.substack.com 00:00 - Intro 00:40 - Some News 01:19 - A Very Brief Overview 03:52 - Why is Putin Doing This? 04:52 - Possible Outcomes 05:10 - What is NATO worried about? 05:56 - US Response 07:40 - Russia and Ukraine 10:36 - The History of NATO and Russia 12:33 - Putin’s Development 13:17 - Russia’s Objectives 14:53 - Ukraine and NATO 15:55 - Consequences of Invading Ukraine 19:44 - What is NATO worried about? 20:40 - Russia’s Military Doctrine 22:54 - Economic Sanctions 27:48 - India and Russia 29:40 - Russian Military Force 31:20 - New Style of War 33:34 - Narratives and Nuclear Weapons 34:18 - Lessons from the Cold War 35:07 - US Response 37:51 - Meme Wars 40:14 - Final Thoughts

Dec 8, 2021 • 21min
A Very In-depth Explanation of the Evergrande Implosion
ah, Evergrande Full piece: https://horse-quart-a62.notion.site/A... powerpoint: https://docs.google.com/presentation/...

Dec 4, 2021 • 20min
A Summary of the Stock Market
RATS!!!!
THE STOCK MARKET!!!!
Full piece: https://kyla.substack.com/p/the-federal-reserves-wager?justPublished=true
00:57 - The Markets
01:31 - An Interruption
04:02 - Pascal’s Wager
05:19 - Fed’s Wager
10:12 - The Job Market
12:37 - The Bond Market
14:05 - Oil Market
17:26 - Final Thoughts

Dec 2, 2021 • 17min
A Brief History on Economic Theory (aka no one ever knew what was going on)
RATS!!!!
ECONOMIC THEORY!
I will be talking about
Economic theories (starts at 03:09)
The news (duh)
PLEASE NOTE: This is a brief overview, and there is SO MUCH more to discuss. Think of this as the chocolate chips that make the chocolate chip cookie economic theory - it’s the fundamentals, but there are a lot more ingredients to count for!
Full piece: https://horse-quart-a62.notion.site/The-Top-Economic-Theories-Explained-dfb903d440cc412486615ece09dee971