Explore every episode of the podcast Let's Appreciate
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Gamblemerica: How Sports Betting Apps Rewired a Generation's Relationship to Risk | 04 Jun 2025 | 00:35:51 | |
Sports betting in the United States of America. Read the full piece here: https://kyla.substack.com/p/gamblemerica-how-sports-betting-apps 00:00 - Intro Jon's Book: https://www.amazon.com/Losing-Big-Americas-Reckless-Gambling/dp/B0DGS6G35H | |||
| DeepSeek, the Federal Spending Freeze, and America’s Innovation Crisis | 28 Jan 2025 | 00:17:25 | |
Nvidia just lost $600 billion in value in a single day—the largest single-stock drop in history—and all because of a Chinese AI startup called DeepSeek. But this isn’t just about Nvidia or AI. It’s about how America is battling its own assumptions about innovation, efficiency, and progress. In this video, I'll talk about (1) how DeepSeek built a groundbreaking AI model for just $6 million (2) why U.S. tech companies like Meta and OpenAI are spending billions—and if that’s sustainable (3) the impact of federal funding freezes and policy decisions on America’s innovation pipeline (4) why the U.S. might be stuck in a “cold war” with itself over how progress should look and (5) what this means for the future of AI, talent allocation, and global competition. DeepSeek isn’t just disrupting the AI industry; it’s forcing us to ask some hard questions about how we measure success. 00:00 Intro EIG paper: https://eig.org/exceptional-by-design/ Music Used 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. | |||
| The Year Narrative Ate Reality | 23 Dec 2024 | 00:11:40 | |
Full substack: https://kyla.substack.com/p/the-year-narrative-ate-reality | |||
| Trust as the Next Great Commodity | 11 Dec 2024 | 00:15:01 | |
We talk about the concept of trust as a commodity and discuss how to invest when trust is scarce. Spectra School: http://www.spectramarkets.com/school/ 00:00 Introduction and Overview 00:24 Special Sponsor Segment 01:15 Current Global Events and Trust 02:40 Investing in Trust Portfolios 04:51 Framework for Evaluating Companies 06:34 The Cycle of Apathy and Trust 10:13 Rebuilding Trust: Individual and Societal Efforts 12:11 Actionable Takeaways for Investors 14:14 Conclusion and Final Thoughts Disclaimer: This is not financial advice or a 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, financial, or other advice. | |||
| Thanksgiving to Black Friday: The Beauty of Supply Chains | 28 Nov 2024 | 00:09:25 | |
The economics of Thanksgiving and Black Friday! 00:00 Intro 00:29 Turkeys 01:25 Supply Chain 03:18 The Sweet Potato Belt and Pumpkin Capital 04:34 Black Friday 04:59 The Impact of Smartphones on Shopping 05:34 Game Theory and Price Tracking 06:37 The Future of Black Friday 08:34 Conclusion Sources https://www.youtube.com/watch?v=jjcjvNvvGLc https://www.youtube.com/watch?v=bN7mG9srVh4 https://www.youtube.com/watch?v=Qsnck0LV8w4 https://www.youtube.com/watch?v=_4h-W6cHWj8 https://www.youtube.com/watch?v=lL2-HOzByBY https://www.youtube.com/watch?v=nk2MBd5hmHQ 📚 Want to learn more? Check out: Newsletter: kyla.substack.com Book: "In This Economy?" Podcast: Let's Appreciate 🔗 Follow for daily economic insights: TikTok: @kylascan Instagram: @kylascan LinkedIn: @kylascan 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. | |||
| Understanding Trump's Tariffs | 26 Nov 2024 | 00:11:38 | |
What even are tariffs 00:00 Tariffs 📚 Want to learn more? Check out: 🔗 Follow for daily economic insights: 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. | |||
| Why Everything is Still Expensive: A Fed President Explains | 25 Nov 2024 | 00:29:32 | |
I had questions. A lot of them. So I sat down with someone who might have answers - Mary Daly, President and CEO of the San Francisco Fed. She's one of the people actually making the decisions that affect your money. Why everything still feels so expensive 00:00 Intro Sources 📚 Want to learn more? Check out: 🔗 Follow for daily economic insights: 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. | |||
| How Donald Trump Won and What Happens Next for the Economy | 17 Nov 2024 | 00:48:57 | |
Donald Trump’s election has ben elected the 47th president of the United States. Here's what it means and what could happen next. Newsletter: https://kyla.substack.com/p/how-trump-won-what-happens-next-and Sources 00:00 Intro 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. | |||
| Comparing Economic Policies: Harris vs. Trump - A Deep Dive | 04 Nov 2024 | 00:29:16 | |
I follow the outline of the CRFB here. In this episode, we break down the economic policy proposals of two major candidates: Kamala Harris and Donald Trump. We analyze their plans on taxes, healthcare, education, housing, and more, providing insights into how each policy could impact the economy. We draw from multiple sources, including CRFB and Budget Model, to offer an objective comparison. Key topics discussed include tax cuts, social spending, border security, tariffs, and long-term economic stability. Find out which candidate's policies could be better for the U.S. economy and why.
| |||
| What the Longshoremen Strike Means for the Economy | 01 Oct 2024 | 00:14:57 | |
Massive Longshoremen Strike: Implications for US Economy, Jobs, and Automation The international longshoremen's association has initiated a large-scale strike on the East and Gulf coasts of the United States, risking substantial economic activity and millions of jobs. In this episode, we discuss the demands of the 45,000 striking dock workers, the potential economic impact (up to $4 billion loss per day), and the broader consequences for the US economy amid the upcoming election, holiday season, and global tensions. Key points include the dock workers' push for higher wages and a ban on automation, the response from the United States Maritime Alliance, the Biden administration's stance, and the strike's potential to fuel inflation. Additionally, we explore the historical context of automation resistance and the need for future labor retraining programs. 00:00 ILA Strike 01:10 What is a longshoremen? 03:13 usmx 04:37 Automation 07:21 monetary policy 08:56 role of luddite 10:29 openai 11:48 Worker support | |||
| How Dating Apps Contribute to the Demographic Crisis | 13 Sep 2024 | 00:21:57 | |
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 Videos used in this video | |||
| Home Insurance is a Really Big Problem | 22 Aug 2024 | 00:16:36 | |
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 | |||
| How Do We Fix the Economy? | 14 Aug 2024 | 00:25:03 | |
In this episode, we explore pressing economic questions with Jared Bernstein, Chair of President Biden's Council of Economic Advisors, and Daniel from the National Economic Council. Topics covered include the current state of inflation, the labor market, and the housing market. Key discussions focus on understanding inflation indicators like CPI and PPI, the impact of government policies on housing and rental affordability, and the role of fiscal and monetary policy in addressing economic challenges. The episode also delves into broader economic issues such as child care, eldercare, wealth inequality, and trade policy. Through these conversations, the episode emphasizes the importance of having concrete policy solutions to improve the economy and help the average consumer.
01:20 Inflation 05:35 Labor Market 11:33 Housing 23:29 Conclusion | |||
| Why The Markets Are So Dramatic | 05 Aug 2024 | 00:12:32 | |
| September Rate Cut? | 31 Jul 2024 | 00:13:25 | |
| Austan Goolsbee on the Fed's Data Dependence and the Golden Path | 02 Jul 2024 | 00:36:03 | |
An interview with Austan Goolsbee, the president of the Federal Reserve Bank of Chicago, on economic data and where he thinks the Fed might be going next. | |||
| Rewriting the Story of Housing in America | 25 Jun 2024 | 00:11:53 | |
Interview with Deputy Treasury Secretary Wally Adeyemo on Innovative Housing Policies In this episode, I interview Deputy Secretary of the Treasury Wally Adeyemo to discuss the recent policies passed by the Treasury to address the housing shortage in the U.S. The conversation highlights Minneapolis' groundbreaking zoning reforms and explores new federal initiatives aimed at making housing more accessible and affordable. Topics include zoning laws, interest rate predictability for builders, and the importance of integrating housing with public transit. 00:00 Introduction and Welcome | |||
| No, We Aren't in a Recession (But We Might Be in a Crisis) | 23 May 2024 | 00:09:03 | |
| What's Going on with Inflation? | 15 May 2024 | 00:07:39 | |
Inflation! Preorder here: https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/ | |||
| The $2 Billion Dollar Story of Bluey | 14 May 2024 | 00:11:35 | |
A version of this research first appeared in the TLDR podcast Preorder here: https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/ | |||
| When You Destroy the Tools of Creativity | 09 May 2024 | 00:20:26 | |
| Here's How We Fix the Housing Crisis | 27 Mar 2024 | 00:30:52 | |
An interview with Deputy Secretary of the Treasury, Wally Adeyemo, about how we fix the housing crisis. Blog: https://kyla.substack.com 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. | |||
| Why We Don't Trust Each Other Anymore | 23 Feb 2024 | 00:32:37 | |
https://kyla.substack.com/p/why-we-dont-trust-each-other-anymore | |||
| Is Wall Street Destroying the American Dream? | 17 Jan 2024 | 00:18:24 | |
Is Wall Street actually buying up all the housing... or is something far worse going on? Featuring interviews with Ro Khanna, the U.S. Representative for California's 17th District, Rick Palacios Jr, the Director of Research at John Burns Research and Consulting, and several beavers. Follow Rick: https://twitter.com/RickPalaciosJr -- All articles and works cited here: https://docs.google.com/document/d/1_AB46PlhICTFcb9BriET7kPlHs6Uqw_vdFncZ-kaAMI/edit?usp=sharing Sign up for Public here: https://public.com/kyla -- 0:00 - 00:51 - Intro -- 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. | |||
| 2024 Outlook: Rate Cuts and the Influencer Apocalypse | 02 Jan 2024 | 00:40:53 | |
| Uncertainty and the Federal Reserve | 14 Dec 2023 | 00:13:36 | |
Fed action, uncertainty, and a rant about my favorite book | |||
| It's More Than Just Vibes | 06 Dec 2023 | 00:14:50 | |
| Oh My, OpenAI (An Explainer) | 20 Nov 2023 | 00:08:50 | |
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. | |||
| How Social Media Shapes Economic Perception | 10 Nov 2023 | 00:16:08 | |
One thing I’ve been trying to square lately is online discourse and real world action. I spend a lot of time on this topic (like a lot of time) and it’s because I think it’s important. A lot of people will shrug off how people feel because people are people, and it’s volatile and prone to change, but there is always something within the weeds of these whispers that can be informative to thinking about change. The economy is weird right now. We all know this. We all feel this. Political Narratives and Economic Policies We are about to go into an election year, there was a debate last night, some key gubernatorial races this week (go Kentucky!!!) and of course, political sentiment is going to shape economic sentiment - and divide. I was fortunate enough to interview David Dayen of the American Prospect this week, and he said - Republicans are going to focus on inflation, even if the inflation statistics are pretty moderate at that time… They think it's a winning issue. The Democrats are going to focus on the fact that over 10 million [jobs] have been created under Biden's presidency. That the unemployment rate is at historic lows that the gap between the black and white unemployment rate is at historic lows… There is a problem with touting the economy too much when people's circumstances don't feel like that they're in the same place. I don't know if I would say demeaning, but it seems like it sort of erases people's experience to a certain degree. And people CARE about inflation. They feel like their experience has been erased. Full article: https://kyla.substack.com/p/how-socia... Blog: https://kyla.substack.com 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. | |||
| The TikTok Girl is Right: Modernity and the 9-to-5 | 26 Oct 2023 | 00:17:43 | |
| The Bond Markets are Going Crazy: What does this mean? | 25 Oct 2023 | 00:12:44 | |
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. | |||
| The Mr Beastification of the Economy | 16 Oct 2023 | 00:15:54 | |
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. | |||
| San Francisco Fed President Mary Daly on New Normals | 12 Oct 2023 | 00:33:28 | |
Special thanks to the Chicago Council on Global Affairs | |||
| Lessons From Biking 245 miles Across France | 28 Sep 2023 | 00:14:31 | |
| How Unions are Changing The Economy (WGA, UAW, and More) | 26 Sep 2023 | 00:19:24 | |
Last month, large stoppages from strikes resulted in 4.1 million missed days of work, according to the Labor Department. That preliminary estimate was the biggest monthly total since August 2000. - In the United States, the labor movement and the occurrence of strikes really began in the late 19th century. This was aa time of rapid industrialization (one could draw parallels to AI), horrendous working conditions, and negligible workers' rights. - One of the earliest and most notable strikes was the Great Railroad Strike of 1877, precipitated by wage cuts and poor working conditions, which saw massive and widespread worker revolts which eventually led to federal intervention. Notes: https://kylascan.notion.site/Writer-s... 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. | |||
| Why Daycare is So Expensive in America | 12 Sep 2023 | 00:12:50 | |
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. | |||
| Fragmentation, Polarization, and the Marshmallow Test | 07 Sep 2023 | 00:11:15 | |
| Yes, Treasury Direct Sucks - But Bonds Rock | 06 Sep 2023 | 00:14:51 | |
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. | |||
| Consumerism and The Century of the Self | 30 Aug 2023 | 00:19:29 | |
https://kylascan.notion.site/The-Century-of-the-Self-44c40659d49949849e00ca690fd8429e?pvs=4 https://www.youtube.com/watch?v=eJ3RzGoQC4s | |||
| Here's Why China's Economy is Going to Fail | 22 Aug 2023 | 00:12:36 | |
It isn't. But they need to make some decisions. Full notes: https://kylascan.notion.site/China-87c9812eddf74ad7b2da7e215c6e48ed?pvs=4 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. | |||
| The Real Ownership Economy | 17 Aug 2023 | 00:18:03 | |
| Why Do People Think the Economy is Bad? | 10 Aug 2023 | 00:17:08 | |
| The U.S. Credit Rating Downgrade | 02 Aug 2023 | 00:11:32 | |
That meant despite the 2011 S&P downgrade, the US was still a AAA country. But now with the downgrade today, it is no longer the case. expected fiscal deterioration over the next three years
interest payment/GDP is a more appropriate metric to look at finances worse in 1992. It's worsened recently but nowhere near 1992. Fitch's downgrade is dubious but it should serve as a reminder to the US a high and growing general government debt burden The US Treasury boosted the size of its quarterly sale of longer-term debt for the first time in over 2 1/2 years, testing dealers’ appetites amid an increase in government borrowing needs so alarming it helped spur Fitch Ratings to cut the US sovereign rating from AAA. The Treasury said it will sell $103 billion of longer-term securities at its so-called quarterly refunding auctions next week, which span 3-, 10- and 30-year Treasuries. That’s up from a $96 billion total last time, and slightly larger than most dealers had expected. Part of that deterioration is thanks to higher interest the Treasury now pays on its debt. The Treasury has also said its tax receipts have been weaker than expected. And in the meantime, the Federal Reserve’s continuing runoff of its holdings of Treasuries, of up to $60 billion a month, requires the government to sell more to the public. the erosion of governance relative to 'AA' and 'AAA' rated peers over the last two decades that has manifested in repeated debt limit standoffs and last-minute resolutions. here has been a steady deterioration in standards of governance over the last 20 years, including on fiscal and debt matters, notwithstanding the June bipartisan agreement to suspend the debt limit until January 2025. Treasury Secretary Janet Yellen responded to the downgrade, calling it “arbitrary” and “outdated.” FITCH DIRECTOR SAYS DEBT CEILING SUSPENSION, OR A VERY HIGH BORROWING LIMIT, COMBINED WITH DEBT TO GDP STABILIZATION, COULD LEAD TO AN UPGRADE The bond market shrugged off the downgrade. The yield on 10-year Treasuries was little changed in the London session, while the equivalent rate on German securities fell modestly. Risk-sensitive assets took a hit, with Europe’s Stoxx 600 Index tumbling the most in a month and US futures pointing to losses at the open. The thing about a nation's credit downgrade is that it generally feeds through models to all banks and corporate borrowers too as a proxy for political risk. This downgrade directly questions the fiscal and governance competence of the USA. It will have a wider impact eventually. The move by Fitch now gives the US two AA+ ratings. That could raise a problem for funds or index trackers with a AAA-only mandate, opening up the possibility of forced sales for compliance reasons. The group of countries that still get top marks on their credit worthiness is a declining bunch. Australia, Germany, Singapore, and Switzerland still have the top ratings from all three firms, according to data compiled by Bloomberg. Fitch also rates Canada at AA+. China, the world’s second-biggest economy after the US, has an A+ score from the firm, three notches lower. The sovereign’s rating can act as a ceiling on how high a company in that country is assessed but not in all cases. The number of companies with a AAA level ratings from any of the big three assessors is a dwindling cohort, but it includes household names such as Microsoft Corp. and Johnson & Johnson. | |||
| How Taylor Swift Saved the Economy | 31 Jul 2023 | 00:12:11 | |
full notes: https://kylascan.notion.site/How-Taylor-Swift-Saved-the-Economy-335ad7b136c04d9ba7f34c22634b99e9?pvs=4 | |||
| Is the Vibecession Over? | 27 Jul 2023 | 00:12:09 | |
| The Similarities Between Barbie/Oppenheimer and Elon Musk's X Rebrand | 24 Jul 2023 | 00:12:41 | |
notes: https://kylascan.notion.site/Week-of-July-17-d8ecc17affaa4a74b18c4d1318f59f65?pvs=4 | |||
| Gen Z and Financial Nihilism | 13 Jul 2023 | 00:17:04 | |
| Gen Z and the Future of Work | 11 Jul 2023 | 00:09:58 | |
Expanding upon and discussing my Fast Company article | |||
| We Don't Need to Destroy the Economy to Save It | 06 Jul 2023 | 00:13:20 | |
| The Economic Perception Model | 29 Jun 2023 | 00:13:25 | |