All In Podcast

Bloomberg's Caroline Hyde and Ed Ludlow break down the continuing banking chaos with SVB Financial now filing for Chapter 11 Bankruptcy, as First Republic sees it worst week ever on record.

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Thu, 16 Mar 2023 20:01:34 +0000

Treasury Secretary Yellen at the Senate and the UK vs. TikTok

Bloomberg's Caroline Hyde and Ed Ludlow break down what came out of Treasury Secretary Yellen appearing before the Senate to answer questions on the collapse of SVB and Signature Bank. Plus, the UK takes action against TikTok with a ban on government phones while the US demands Bytedance sell the social media company or risk an outright ban.

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Tue, 14 Mar 2023 17:26:00 +0000

More Job Cuts at Meta and Big Equity Firms Circle SVB Assets

Bloomberg's Caroline Hyde and Ed Ludlow break down Meta's restructuring plans to slash 10,000 roles and 5,000 vacant positions, and why the likes of Apollo and Blackstone are eyeing SVB's assets. Plus, a conversation with Founders Fund's Trae Stephens and former IBM CEO Ginni Rometty.

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Mon, 13 Mar 2023 18:43:37 +0000

SVB Spawns Banking Crisis As Biden Urges for Tougher Rules

Bloomberg's Caroline Hyde and Ed Ludlow break down how Silicon Valley Bank spawned a banking crisis and its impact on startups and investors, while President Biden asks for tougher regulation of the banking industry. Plus, HSBC buys the UK arm of SVB for one pound.

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Thu, 09 Mar 2023 23:21:09 +0000

Silicon Valley Bank and Silvergate's Troubles

Bloomberg's Caroline Hyde and Ed Ludlow break down the latest from Silvergate's meltdown and why SVB Financial Group plunged 60% on Thursday. Plus, Discord is adding OpenAI features to its chatbot and moderation tools.

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Forward Guidance

Sun, 19 Mar 2023 19:05:00 -0000

The Banks Didnt Hedge Enough | Mustafa Chowdhury

For 40% off an annual subscription to Macro Hive Prime (220 / year instead of 374 / year), go to https://macrohive.com/jack or use discount code JACK at checkout. Macro Hive sample report on Silicon Valley Bank (co-written by Mustafa Chowdhury): https://macrohive.com/hive-exclusives/silicon-valley-bank-how-the-government-plans-to-contain-the-fallout/ ___ Just how bad was the risk management at Silicon Valley Bank (SVB) when it came to the threat of rising rates? And now that rates have exploded higher over the past year, is this interest rate risk limited to only a few banks, or are these risks spread throughout the entire U.S. banking system? Jackstoday is uniquely qualified to answer these questions. Mustafa Chowdhury, chief rates strategist at Macro Hive, practically invented the field of interest rate risk management, and two decades ago he was successfully managing interest rate risk on Freddie Macs giant portfolio of mortgages worth hundreds of billions of dollars (several times that of Silicon Valley Bank). Chowdhury argues that, contrary to claims otherwise, the U.S. banking system was not sufficiently hedged for 2022's interest rate shock. Filmed on March 16, 2023. ___ Follow Macro Hive on Twitter https://twitter.com/Macro_Hive Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ ___ Timestamps: (00:00) Intro (01:33) Mustafa Chowdhury's Background (4:39) "That's The Mortgage Game" (11:27) Collapse of Silicon Valley Bank: Interest Rate Risk Lurking At The Scene Of The Crime (21:14) How To Properly Hedge Interest Rate Risk Properly (27:37) Chowdhury Pioneered Use Of Swaptions In 1990s (29:36) Silicon Valley Bank (SVB): Who To Blame? (33:20) Accounting Treatment (Available For Sale Vs. Held-To-Maturity) (41:47) The Fed's Convexity Quantitative Easing (QE) Continues (50:35) Bank Profitability With Higher Deposit Costs (01:03:50) Interest Rate Risk Is Spread Throughout The U.S. Banking System (01:11:52) "There Will Be Fewer Bank Runs" Because Of FDIC Relief (01:19:29) Will Fed Cut In 2023? -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Fri, 10 Mar 2023 20:31:00 -0000

Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank

Today, Silicon Valley Bank, an institution with over $200 Billion worth of assets, failed. Chris Whalen, chairman of Whalen Global Advisors, returns to Forward Guidance to explain why. Whalen attributes the collapse in book value of SVB Financial (the entity that owns Silicon Valley Bank) to the Feds rapid hikes in interest rates, which severely depressed the market value of the banks holdings. Whalen argues that, unless the Federal Reserve cuts rates and opens the discount window, the U.S. is at risk of a banking crisis. -- Follow Chris Whalen on Twitter https://twitter.com/rcwhalen Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 Research, news, data, governance and models now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://rb.gy/5weeyw Market commentary, charts, degen trade ideas, governance updates, token performance, cant-miss-tweets and more. Subscribe to the Blockworks Research Daily Debrief Newsletter: https://rb.gy/feusos -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

KONCRETE Podcast

Tue, 31 Jan 2023 22:46:04 GMT

#171 - Inside Mexico's Narco Battlefield: Sinaloa Cartel are the Good Guys Now? | Luis Chaparro

Luis Chaparro is a journalist / producer moving between the border of Texas and Mexico reporting on narcos, drug cartels, immigration, corruption and more.

EPISODE LINKS

https://youtube.com/@LuisChaparro

https://www.instagram.com/luiskuryaki

JOIN OUR KULT: SVB1bjYwdkJYOEYyeVhWaVAtS0dydENVUDdjbDNEemJaTQ&q=https%3A%2F%2Fbit.ly%2Fkoncretepatreon&v=otK8dckRw5A" rel="nofollow" target="_blank">https://bit.ly/koncretepatreon

DANNY

https://www.instagram.com/jonesdanny

https://twitter.com/jonesdanny

OUTLINE

0:00 - Whats happening in Mexico right now

09:42 - The raid on Ovidio Guzmans home

39:15 - Damaso Lopez

47:12 - El Nini

57:08 - The CIA & El Mayo

1:09:20 - Americas interest in Mexico

1:13:12 - The failed raid on El Ninis home

1:17:04 - Mexico weed manufacturing plant

1:22:31 - Implications of drug legalization

1:28:58 - Managing relationships with sources inside Sinaloa 1:47:25 - Working with FOX & VICE 1:58:41 - Negative psychological impact from reporting narcos 2:10:46 - Political agendas & clickbait 2:19:22 - Chinas relationship with Mexico 2:26:25 - Journalism is the deadliest job in Mexico 2:35:38 - Upcoming federal elections in Mex

Motley Fool Money

Mon, 13 Mar 2023 20:00:00 +0000

Big Banks Sure Are Quiet These Days

Regulators seized another bank over the weekend, as the federal government came up with a plan to use money from a fund paid into by U.S. banks to make SVB's depositors whole again.

(0:21) Jason Moser discusses:
- Signature Bank failing and shares of First Republic Bank falling 60%.
- Why "bailout" is probably not the right word to describe what's happening
- How big banks like JPMorgan Chase and Bank of America are gaining strength simply by going about their business

(11:20) We're celebrating our own version of "March Madness" by having analysts face off, bracket-style, as they go head-to-head over which stock is a better buy. Jim Gillies and Jim Mueller kick off the week with a biotech software company and a well-known real estate broker.

Companies discussed: SIVB, SBNY, FRC, SCHW, BAC, JPM, SDGR, RMAX

Host: Chris Hill
Guests: Jason Moser, Jim Gillies, Jim Mueller
Producer: Ricky Mulvey
Engineers: Dan Boyd, Kyle Carruthers

Thu, 09 Mar 2023 21:00:00 +0000

"This one's gonna leave a mark."

(0:21) Jim Gillies discusses:
- Why shares of SVB Financial Group are plunging more than 45%
- The reasons he's a fan of AerCap Holdings' secondary offering

(15:24) Ricky Mulvey talks with investigative reporter Marshall Zelinger about Xcel Energy and the fundamentals of being a monopoly.

Companies discussed: SIVB, AER, XEL

Host: Chris Hill
Guests: Jim Gillies, Marshall Zelinger
Producer: Ricky Mulvey
Engineer: Dan Boyd

PodGrabber.com Podcast Archives (The Vault)SVB keyword mentions found across all podcasts

All In Podcast

E120: Banking crisis and the great VC reset

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

Bloomberg Technology

SVB Financial Files for Bankruptcy

Treasury Secretary Yellen at the Senate and the UK vs. TikTok

More Job Cuts at Meta and Big Equity Firms Circle SVB Assets

SVB Spawns Banking Crisis As Biden Urges for Tougher Rules

Silicon Valley Bank and Silvergate's Troubles

Forward Guidance

The Banks Didnt Hedge Enough | Mustafa Chowdhury

Chris Whalen: The Fed Is To Blame For The Collapse of Silicon Valley Bank

KONCRETE Podcast

#171 - Inside Mexico's Narco Battlefield: Sinaloa Cartel are the Good Guys Now? | Luis Chaparro

Motley Fool Money

Big Banks Sure Are Quiet These Days

"This one's gonna leave a mark."

PodGrabber.com
Podcast Archives (The Vault)
SVB keyword mentions found across all podcasts