Full substack: https://kyla.substack.com/p/the-year-narrative-ate-reality

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/
Hanks Video: https://www.youtube.com/watch?v=d8PndpFPL8g&t=40s
How Trump Won: https://kyla.substack.com/p/how-trump-won-what-happens-next-and

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.

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.

What even are tariffs

00:00 Tariffs
01:45 History
02:40 Why does Trump Like Them?
05:02 Market Response
09:30 The Economic Impact

📚 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.

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. 
Five big things I wanted to understand: 

Why everything still feels so expensive 
What's really happening with jobs 
Why Wall Street and Main Street feel like different planets 
How the Fed makes these massive decisions 
Whether they can actually fix this

00:00 Intro
02:10 Some History
07:30 Price Stability 
10:33 The Fed Test
11:05 The Price Problem
18:47 The Labor Market
22:52 The Path Forward

Sources
https://www.youtube.com/watch?v=laSqNpmCeQk 
https://www.youtube.com/watch?v=SxTnOWDw31s
https://www.youtube.com/watch?v=mL-OaWx9LrM
https://www.youtube.com/watch?v=wLyh5fSTLLw
https://www.youtube.com/watch?v=M7nj2X-yl_U&t=12s
https://www.youtube.com/watch?v=rVDE5Q74EhM&t=253s
https://www.youtube.com/watch?v=512mhHUoJgk
https://www.youtube.com/watch?v=jheesQ8ot3g
https://www.youtube.com/watch?v=8b03af6b670
https://www.youtube.com/watch?v=dTivWJvGYtI
https://www.youtube.com/watch?v=kuNCfkDtPNk

📚 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.

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
https://www.youtube.com/watch?v=MkrNsNDaXS8 
https://www.youtube.com/watch?v=4t0S9zZn2QQ 
https://www.youtube.com/watch?v=3kBiyueN-l4 
https://www.youtube.com/watch?v=SgUD03R50oc 
https://www.youtube.com/watch?v=fTxECVof1GY
https://www.youtube.com/watch?v=xpG0PBsuLjU 
https://www.youtube.com/watch?v=wwzHi5C6y2E
https://www.youtube.com/watch?v=D3ptpdZwNb0
https://www.youtube.com/watch?v=m3ErLnADwX4 
https://www.youtube.com/watch?v=-Q29HmHSgfk 
https://www.youtube.com/watch?v=mcHCpyfMavA
https://www.youtube.com/watch?v=PFw--KOUtCE
https://www.youtube.com/watch?v=3-PmFUV-dtw
https://www.youtube.com/watch?v=BJOMfH08waI
https://www.youtube.com/watch?v=tF-I9I1k9J0
https://www.youtube.com/watch?v=WkyPPEqjHdc
https://www.youtube.com/watch?v=8d3wzom0RNw
https://www.youtube.com/watch?v=_4jWMKC4nZw
https://www.youtube.com/watch?v=KaWihejcGcM
https://www.youtube.com/watch?v=hb28kAavh0M
https://www.youtube.com/watch?v=6Xa9T2OMzmw

00:00 Intro
01:17 Why Did DJT Win?
01:57 The Role of the Manosphere
03:59 No One Wants to be an Incumbent
04:41 Economic Disconnect
05:42 Inflation
07:42 Inequality
11:18 Structural Affordability
12:41 The Information Problem
15:32 Institutional Credibility
19:08 The Disconnect
20:40 Policy and Person
21:55 Biden Retrospective
27:43 How to Fix It
29:35 Trump's Agenda
31:20 Tariffs
38:21 The Market
40:34 What is Happening
45:13 The Path Forward

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.

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.

Sources

• https://www.crfb.org/papers/fiscal-impact-harris-and-trump-campaign-plans
• https://itep.org/kamala-harris-donald-trump-tax-plans/
• https://budgetmodel.wharton.upenn.edu/issues/2024/8/26/trump-campaign-policy-proposals-2024
• https://budgetmodel.wharton.upenn.edu/issues/2024/8/26/harris-campaign-policy-proposals-2024
• https://youtu.be/qdgIP6IjHdk?si=XARLjRYCIHlCuEBf 
• https://youtu.be/AnO-QPn5v58?si=OweXWRAE-GHnYS_u 
• https://youtu.be/oxufaMb37SE?si=dCavn3EYGDtDG11p
• https://youtu.be/2ec4Oa2L1fo?si=zDmAaeT560GXKP4l 
• https://youtu.be/8GH-zVMGuWw?si=BeSHFAqOmoXeO6q3 
• https://youtu.be/MVph94jk8ZM?si=M8FVXFUKJ0mpoHaE 
• https://youtu.be/oc_voADxXFE?si=bdGnL9vegml5WrVe 
• https://youtu.be/Fv03JJ_GaIQ?si=hb8USPAaYFvhxm7z 
• https://youtu.be/uAyo4sywXG8?si=fd2ORSf1bOjCcY6c 
• https://youtu.be/UWgndJn1jUI?si=QC1ZD35jymumlz09 
• https://youtu.be/Mt-y2_Q1EkU?si=6Gd7lZfptxVRRaey 
• https://youtu.be/KxYdVTETwu4?si=RjMyUrocIWhiKZDf 
• https://youtu.be/btB3ghpu5RI?si=h7Hd0F2-MHokjOsB 
• https://youtu.be/_-eHOSq3oqI?si=Jp4SQIThvAJfFNFl 
• https://youtu.be/pPlhS22BG9k?si=atlv3nR_zYr4ih6G 
• https://youtu.be/KmQLhtlHO1o?si=_bY4IAclwOoFQXFS 

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

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