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

Jun 26, 2023 • 9min
The Impending Commercial Real Estate Crash
Full notes: https://docs.google.com/document/d/1h...

Jun 22, 2023 • 11min
The Nostalgia Cycle Loop
https://kyla.substack.com/p/the-nostalgia-cycle-loop

Jun 15, 2023 • 14min
Preserving Optionality and Other Things
https://kyla.substack.com/p/preserving-optionality-and-other

Jun 1, 2023 • 12min
The Time Premium
https://kyla.substack.com/p/the-time-premium

May 12, 2023 • 10min
Why Some People Want the World to End
full article: https://kyla.substack.com/p/the-art-of-the-doomer

May 4, 2023 • 12min
What Happens When Information Overwhelms Knowledge?
I was hit by a car yesterday on my bike. I am so lucky to be mostly unscathed, and I don’t know if I have the words. But it brought up a lot of emotions - mostly around uncertainty and hope.When we wander out into the world, we are dealing with other humans. There are natural forces too, like hurricanes and wind and sunrises. It’s a mix of mess and beauty.But within the entire breadth of existence, there is this underlying thread of uncertainty, amplified by hope. With everything that still happens, we are still able to carry this glowing orb of belief within us. In the past few pieces on here, I’ve talked about stories and meaning and nostalgia.Today I want to talk about hope.So there are a few things going on in the economy right now -Federal Reserve “pausing”Banks continuously blowing upDebt ceiling dramaWhat’s interesting about these three things1 is that they are all projections of hope.Full note: https://kyla.substack.com/p/what-happens-when-information-overwhelms00:00 - Intro01:05 - Hope Function02:56 - Information04:45 - Reality07:30 - Curiosity 09:39 - Hope, AgainBlog: 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.

May 1, 2023 • 10min
Another Bank Failed
What are the banks doing? And will it get worse?Notes: https://kylascan.notion.site/FRC-9f86e4f4e62f45fb9f4c448d53bd5632Net interest: https://www.netinterest.co/p/return-of-the-zombies
00:00 - Intro00:15 - Background01:31 - Wobble07:33 - What went wrong?
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.

Apr 27, 2023 • 11min
The Attention Economy
At one yoga class this week, the instructor started talking about “the attention economy”. The whole class was on the concept of distraction, and how easy it is to not only lose focus, but how the world is designed for us to completely disengage.
Our eyeballs are commodities!! They are expensive, and companies will pay big money in order to have our pupils etched onto their products. And the way that they capture our precious gaze is usually through telling some sort of story based on what markets tell them we will pay attention to.
I’ve been fascinated by three things recently -
Tucker Carlson
The debt ceiling
Profit-led inflation
But first - stories.
Full newsletter: https://kyla.substack.com/p/the-atten...00:00 - Intro
00:51 - Stories
03:38 - Shaping
06:13 - Markets
08:29 - Final Thoughts
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.

Apr 20, 2023 • 10min
What does Gen Z really think about work?
Full article: https://kyla.substack.com/p/what-does...00:00 - Intro
01:32 - Art of Stories
02:28 - Work has No Meaning
04:44 - Mythology
06:50 - Final Thoughts
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.

Apr 13, 2023 • 9min
The Economics of Self-Commodification
’ve been really fascinated by nostalgia recently, specifically how it defines culture and therefore the economy (such as the Super Mario Bros movie, Marvel Cinematic Universe, constant reboots, the monetization of familiarity). We love the past.
Susan Sontag’s view on this was that that we engage in a cult of nostalgia allowing us to focus on commemorating the past vs critically engaging with the present. We like to stay in pristine museum walls versus building new things! As Svetlana Boym wrote in the very poignant The Future of Nostalgia -
What is crucial is that nostalgia was not merely an expression of local longing, but a result of a new understanding of time and space that made the division into “local” and “universal” possible. The nostalgic creature has internalized this division, but instead of aspiring for the universal and the progressive he looks backward and yearns for the particular.
And to be fair, I do think there is a place for nostalgia!
It’s nice to share the past with people, and memories are the foundation of our personhood. But from an economic perspective, it can get a bit skewed. As Derek Thompson1 points out -
It's crazy how many different forces in Hollywood are pushing toward infinitely recurring IP loops. Original stories need to shoot the moon with reviews and buzz to have a chance at $100m, while middlingly reviewed renditions of familiar IP throw up $200m w/o breaking a sweat.
It’s cheaper to be nostalgic!
Less risk, both for the consumer and the movie producer.
We operate in a risk minimization bubble with these really big cinematic productions
But this can be problematic because these big movies often serve as a cultural anchor, giving us a sense of who we are on a really, really big generalized scale (I don’t personally align with these movies, I am sure many others don’t but I am generalizing). And when the anchor is floating in a sea of endless iterations of the past, how can we imagine anything different as a collective? The stories that we tell define us.
As Stephen West said:
The focal point of your life is on commemorating the past as opposed to changing the present. Your memories are more important to you than your dreams.
How do you dream about the future when you're always looking backwards? The endless repetition prevents us from iterating on new culture2 and when that happens, there’s room for brands and corporations to begin defining that culture for us, as Toby Shoring writes in Life after Lifestyle.
Full article: https://kyla.substack.com/p/the-commo...00:00 - Intro
04:51 - Dedollarization
06:15 - Delusion
08:13 - Digitalization
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.