The Plutonomix Podcast

Regional Banks and The Lessons We've Learned


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In this week’s episode of the Plutonomix Podcast, Barnaby Levin and Laurie Kamhi examine the lessons they hope we've learned from the Fall of Silicon Valley Bank -- the need for new limits and greater transparency; who's really to blame; and the consequences those responsible may (in their opinion) merit. They also explore some of the alternatives available to investors looking for higher yield and Preservation of Capital, while explaining the pros and cons of each.

 

TIMESTAMPS

1:24  It wasn’t Any One Thing.  But Whose Money is it Anyway!

3:11  Speaking of First Republic

4:38  Protecting your Deposits

6:32  Should we Stick With (or Short) the Dollar?

8:47  Like Stan says


RESOURCES

  • What I Think I Know by Barnaby Levin
  • The Illusion of Knowledge by Howard Marks
  • Closing Technique of the Week: The Ben Franklin Close
  • CNBC: The Fed has not made a compelling case for taming inflation by crushing demand, says Judy Shelton
  • Stanley Druckenmiller says he'd be 'stunned' if a recession doesn't happen in 2023
  • Contact Barnaby
  • Contact Laurie

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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The Plutonomix PodcastBy Barnaby Levin