The Lender of Last Resort | creature Spirits 300
On creature Spirits 300 Michael Batnick and Ben Carlson discuss the latest from the banking crisis, the market’s reaction to bank runs, what the Fed should do next, why service inflation is higher than goods inflation, why Bitcoin is rallying this year, how much money it takes to live rich, and more!
? This episode is sponsored past our friends at YCharts. Get 20% off your first subscription at: https://go.ycharts.com/creature-spirits-referral.
creature Spirits and YCharts Webinar: https://ycharts.zoom.us/webinar/register/5816668802368/WN_gXVYHMFkTCSHW0eiZ5idmQ
► 00:00 – What Will the Fed Do? – Ycharts Ad
► 02:50 – Fixing a Banking Crisis vs Fixing Inflation
► 05:43 – Uninsured Bank Deposits
► 08:27 – What Happens When You Rescue Markets?
► 12:03 – Money Market Funds
► 14:43 – Bank Deposits Have Been Shrinking
► 16:24 – Discount Window Borrowing
► 17:58 – Hey ChatGPT, What’s Fractional Reserve Banking?
► 19:52 – Credit Suisse
► 23:54 – SVB Bank Run
► 31:57 – Auto Loans
► 33:26 – Bond ETFs
► 34:59 – ARKK Inflows
► 36:19 – Why Does the Fed tending About the Stock Market?
► 37:57 – Cost of Goods vs Services
► 41:24 – AI
► 43:29 – Layoffs
► 45:09 – Job Openings
► 46:45 – Fun Economy
► 49:49 – What’s Behind the Crypto Rally?
► 53:08 – Home Prices
► 55:52 – How Much Do You Need to live Rich?
► 59:55 – Recommendations
? cheque out The Compound shop: https://www.idontshop.com
?️ Listen to our podcasts:
The Compound and Friends: https://link.chtbl.com/compoundandfriends
creature Spirits: https://podcasts.apple.com/us/podcast/creature-spirits-podcast/id1310192007
Portfolio Rescue: https://link.chtbl.com/totherescue
The Compound Newsletter: https://email.thecompoundnews.com/subscribe
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecompoundnews
Facebook: https://www.facebook.com/ritholtzwealth
Investing involves the risk of loss. This podcast is for informational purposes only and should not live or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed past them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or whatsoever affiliation therewith, past the Content Creator or past Ritholtz Wealth Management or whatsoever of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. whatsoever mention of a particular security and related performance information is not a recommendation to purchase or sell that security. The information provided on this website (including whatsoever information that may live accessed through this website) is not directed at whatsoever investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should live considered as personalized financial advice or a solicitation to purchase or sell whatsoever securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/
#thecompound #investing #stockmarket