Let's Appreciate – Détails, épisodes et analyse

The dating apps are under a lot of pressure. Falling revenues, people not wanting to pay, and Gen Z seemingly uninterested have led to collapsing stocks and circling activist investors. Their only path forward is monetization - but what does that mean for the demographic crisis?

00:00 Introduction: The Pressure on Dating Apps
00:11 The Monetization Dilemma
00:23 The Online Dating Landscape
02:18 The Rise of Match Group
04:15 The Big Three: Tinder, Hinge, and Bumble
06:15 The Financial Struggles of Dating Apps
07:15 User Dissatisfaction and Declining Interest
15:06 The Demographic Crisis
19:58 Possible Solutions and Future Outlook
20:49 Conclusion and Final Thoughts

Videos used in this video
  • Hinge's Makeover: The New Era For Dat... 
https://archive.org/details/CyberDat
  • This company owns almost EVERY DATING... 
  • Tinder CEO on why the firm is launchi... 
  • Hinge CEO responds to accusations the... 
  • How Dating Apps Make Money and Why It... 
  • Dating app stocks: Grindr has prosper... 
  • Time to swipe right on dating app sto... 
  • Scott Galloway: The Real DANGER Of Da...&...

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 Proposals

00:09 Detailed Housing Policies

01:14 Supply and Demand in Housing

01:37 The Broader Impact of Housing Shortages

02:29 The Complexity of Housing as an Asset

03:18 Challenges in Home Building

03:47 The Home Insurance Crisis

08:53 Economic and Financial Implications

09:44 Regulatory Issues and Underinsurance

11:09 Reinsurance and Secondary Perils

13:03 Future Paths and Solutions

14:55 Updating Risk Models for the Future

17:44 Conclusion and Final Thoughts

https://kyla.substack.com/p/when-you-destroy-the-tools-of-creativity

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