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

Oct 25, 2023 • 13min
The Bond Markets are Going Crazy: What does this mean?
Jerome Powell and the Federal Open Market Committee's Stance:
The Federal Open Market Committee, led by Jerome Powell, is indicating a pause in interest rate hikes, highlighting a need for caution and careful consideration of "highly elevated" geopolitical risks and other uncertainties.
There's potential for a move in December or later, but conditions need to be met based on comprehensive incoming data, the evolving outlook, and risk assessment.
Despite the higher long-term yields, Powell suggests less need for the Fed to hike rates. Reasons for the rise in yields include government budget deficits on an unsustainable trajectory.
Bond Markets:
Bond markets are currently leading to tighter financial conditions, partly due to positive views on the U.S. economy's strength, not just expectations regarding the Federal Reserve.
Powell emphasizes the importance of understanding the reasons behind bond yield fluctuations; this understanding affects the central bank's actions.
Rising borrowing costs may be influenced by U.S. growth expectations and concerns over significant federal deficits.
Debt and Deficit Concerns:
Current federal deficits, particularly during a period of full employment, are unprecedented. While the unsustainable nature is agreed upon, there's debate over when it becomes problematic.
The term premium, which represents the extra yield investors require for investing in longer-term assets, might be increasing.
Foreign economic growth, especially China's, is slowing down, impacting the bond market.
Aging populations in developed countries suggest more debt issuance in the future.
Historical Perspective:
This could be a new normal
JPM Podcast: https://atanyrate.podbean.com/e/us-fi...
WSJ: https://www.wsj.com/economy/central-b...
Notes: https://kylascan.notion.site/What-is-...
Blog: https://kyla.substack.com
Linkedin: / kylascanlon
TikTok: / kylascan
Twitter: / kylascan
Instagram: / kylascan
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 contact me.
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.

Oct 16, 2023 • 16min
The Mr Beastification of the Economy
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...
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 contact me.
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.

Oct 12, 2023 • 33min
San Francisco Fed President Mary Daly on New Normals
An interview with the president of the San Francisco Federal Reserve discussing monetary policy, affordability, and the impact of rate hikes; Exploring the new normal in inflation and monetary policy, analyzing challenges and factors influencing core inflation; Incorporating geopolitical unrest into policy decisions and its impact on economic growth; The value of diverse perspectives and changing viewpoints in effective policy making; Exploring the impact of the Federal Reserve on the economy and discussing recent statements from Fed speakers.

Sep 28, 2023 • 15min
Lessons From Biking 245 miles Across France
https://kyla.substack.com/p/lessons-from-biking-245-miles-across

Sep 26, 2023 • 19min
How Unions are Changing The Economy (WGA, UAW, and More)
The podcast explores the historical significance of labor strikes in the US, including the Great Railroad Strike of 1877. It discusses the impact of legislation on workers' rights, shortcomings of current workplace laws, and ongoing strikes. The chapter also explores the recent surge in union activity and strikes in the US, the reasons behind it, and the impact on the economy. It emphasizes the benefits of unions for workers and the need for labor law reform to protect workers' rights in the changing economy.

Sep 12, 2023 • 13min
Why Daycare is So Expensive in America
In a world where childcare is increasingly becoming an essential aspect of everyday life, it's crucial to take a moment to reflect on some startling statistics that highlight the challenges faced by working families across the United States. In this video, we'll delve into the eye-opening facts and figures that shed light on the state of childcare in America, as well as the impending crisis that could leave millions without the support they need.
Notes: https://kylascan.notion.site/Childcar...
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...
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 contact me.
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.

Sep 7, 2023 • 11min
Fragmentation, Polarization, and the Marshmallow Test
https://kyla.substack.com/p/fragmentation-polarization-and-the

Sep 6, 2023 • 15min
Yes, Treasury Direct Sucks - But Bonds Rock
what are bonds + how to buy them
Disclaimer: This is not financial advice or recommendation for any investment. The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, or financial advice.

Aug 30, 2023 • 19min
Consumerism and The Century of the Self
Exploring the use of psychological tactics by American corporations to manipulate consumers. Reflecting on the consequences of excessive consumption. The influence of consumerism on democracy. The manipulation of people's desires by figures like Eddie Bernays. Exploring the relationship between self-expression, consumerism, and capitalism. The impact of consumerism on society and culture. Discussing the tie between consumption and subcultures. The role of marketing and advertising. The standardized nature of culture and its negative effects on creativity and future economic growth.

Aug 22, 2023 • 13min
Here's Why China's Economy is Going to Fail
This podcast discusses the challenges faced by China's economy, including their reliance on investment spending and the impact on their economy. It explores the difficulties in shifting towards consumer spending, the factors contributing to China's failing economy such as debt-fueled growth and the reliance on the property sector. It also discusses China's attempts at building a semiconductor industry and the need for them to reconsider their economic model by promoting sustainable and responsible consumer behavior.