Let's Appreciate (Kyla Scanlon)
Explorez tous les épisodes de Let's Appreciate
| Date | Titre | Durée | |
|---|---|---|---|
| 01 Nov 2022 | A Bird in the Hand: Elon Musk, Misinformation, and Twitter | 00:25:18 | |
Full notes here: https://kylascan.notion.site/Elon-Muskinformation-ccbd38ba08f84c8789894dad20ef8de9 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 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. | |||
| 04 Nov 2024 | Comparing Economic Policies: Harris vs. Trump - A Deep Dive | 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.
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| 11 Mar 2022 | Taking Some Sense to Make a Nickel | 00:19:27 | |
https://kyla.substack.com/p/taking-some-sense-to-make-a-nickel?s=w | |||
| 23 Feb 2024 | Why We Don't Trust Each Other Anymore | 00:32:37 | |
https://kyla.substack.com/p/why-we-dont-trust-each-other-anymore | |||
| 19 Jul 2022 | Inflation, Oil, and the Federal Reserve | 00:14:41 | |
Full article: https://kyla.substack.com/p/the-secon... 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. | |||
| 31 Oct 2022 | Who is Driving the Economic Car? | 00:12:12 | |
People are cyclical. The economy is cyclical. It’s something I’ve continuously repeated to myself the past few weeks as I’ve been traveling. I had a conversation with my Uber driver about the current state of affairs, and he asked me - “how could you be so jaded to choose money over people” when I was explaining the well-that’s-just-how-it-is-ism of the Federal Reserve. I did a piece for Bloomberg Opinion on three main economic players - fiscal policy decision makers, the central banks, and the markets. The markets are increasingly dictating policy as we saw in the U.K. recently. We are seeing demands of austerity, and demands of reconciliation between fiscal and monetary policy. And of course the question is with these intertwined players - who is really driving the economic car? Full piece: https://kyla.substack.com/p/who-is-driving-the-economic-car Trillionaire Mindset: https://www.youtube.com/watch?v=8JKngp6KEr8&t=604s Compound and Friends: https://www.youtube.com/watch?v=x4vBpNfDhpI&t=1821s Mary Daly Interview: https://www.youtube.com/watch?v=6vaU84q5HPY 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. | |||
| 28 Sep 2022 | The United Kingdom: Fiscal Policy Meets Monetary Policy | 00:05:05 | |
00:00 - Intro 00:13 - What happened? 01:06 - BoE Action 01:45 - Why did this happen? 03:17 - TL;DW 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... | |||
| 26 Sep 2022 | Everything Going on in the Economy Right Now | 00:12:40 | |
Full article: https://kyla.substack.com/p/the-fedco... Publishing day form: https://forms.gle/DAgonsNLm12B7P1z5 | |||
| 27 Mar 2024 | Here's How We Fix the Housing Crisis | 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. | |||
| 04 Jun 2021 | collective belief is the new free cash flow | 00:27:39 | |
my first attempt at a podcast! let me know if you like the style! People are using the stock market as a way to find community. People are using it as a tool to connect with other people. That’s why you see the proliferation of social investing apps - because investing is scary and overwhelming. The stock market is weird. It doesn’t make sense. AMC is driven by narratives. AMC is driven by collective belief behind the value of an asset. AMC exists because we crave community. | |||
| 08 Aug 2022 | How Social Media Drives the Economy | 00:07:46 | |
The algorithmic money faucet does not like detail, but that is what this economy *requires*. Things are bad, things are good, and it’s important to understand where and why both are happening versus saying that Everything is Actually Hell. Nuance is required, especially as we navigate the next few months of a Fast and Furious Fed, who is hellbent on fighting inflation. The way that we think about the economy and markets might have to evolve as the economy and markets evolve Full article: https://kyla.substack.com/p/how-the-algorithmic-money-faucet NYT: https://www.nytimes.com/2022/08/04/opinion/us-economy-recession-federal-reserve.html Bloomberg: https://www.bloomberg.com/opinion/articles/2022-08-03/-jobful-vibecession-will-keep-workers-on-the-payroll 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. | |||
| 29 Nov 2021 | The World is Falling Apart? | 00:42:47 | |
ATS!!!! The state of energy markets and some geopolitical tensions thrown in! Ben’s Twitter: https://twitter.com/D1Wheeler Full piece: https://horse-quart-a62.notion.site/Iran-Nuclear-Deal-9b2dcbfc11a3473096059b4792207a2e 00:00 - Intro 01:13 - Iran Nuclear Deal 05:17 - What does this mean for oil markets? 09:09 - Green Energy?? 09:40 - Energy Prices in Europe 11:56 - Hi Ben 12:37 - What’s going on in China? 16:40 - How long will things continue? 18:16 - China Policy 19:57 - Taiwan 20:42 - Russia and Ukraine 23:47 - What would push Russia? 25:35 - Belarus 26:21 - China and Russia 30:52 - History of Taiwan 34:12 - Worst Case Scenario 36:36 - Tensions in US 41:04 - What does the future look like? 42:23 - Bye Ben 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. | |||
| 12 May 2022 | UST and USD: Everything is Monetary Policy | 00:16:25 | |
Full write up: https://kyla.substack.com/p/ust-and-usd-everything-is-monetary?s=w Terra notes: https://www.notion.so/Terra-c666bd2252eb4a6a82ccdfe4140b64e7 I want to highlight that a lot of people lost a lot of money from this. It’s scary. If you need help, please talk to someone. You are not alone. | |||
| 04 Mar 2022 | Financial Warfare: Russia-Ukraine | 00:23:23 | |
Fortress Russia, sanctions, energy markets, agriculture, financial globalization | |||
| 18 Feb 2022 | The Blaring Horn of Bonds | 00:17:00 | |
| 08 Dec 2021 | A Very In-depth Explanation of the Evergrande Implosion | 00:21:14 | |
ah, Evergrande Full piece: https://horse-quart-a62.notion.site/A... powerpoint: https://docs.google.com/presentation/... | |||
| 02 Oct 2022 | Credit Suisse: Great Financial Crisis 2.0? | 00:05:13 | |
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 | |||
| 03 Nov 2021 | Stablecoins | Everything You Need To Know | 00:10:58 | |
Everything You Need to Know About the Stablecoins https://horse-quart-a62.notion.site/S... Utility token (coins are a method of payment, tokens are use cases, have more functionality) - just know that it is meant to represent $1 USD Stablecoins act as a safe store of dollar value, without the volatility associated with most other cryptocurrencies; they are also easily transferred, traded, and even sometimes used for payment (like a bank kinda) | |||
| 29 Dec 2022 | Mind the Cup | 00:07:47 | |
full article here: https://kyla.substack.com/p/mind-the-cup | |||
| 18 Nov 2021 | What Could Crash the Housing Market? | 00:13:20 | |
Everything you need to know about the Housing Market! full notes: https://horse-quart-a62.notion.site/H... Current state of the housing market MONTHLY NEW RESIDENTIAL CONSTRUCTION, OCTOBER 2021: Housing starts slipped 0.7% to a seasonally adjusted annual rate of 1.520 million units last month. Permits for future homebuilding increased 4.0% to a rate of 1.650 million units in October. Starts have declined from the 1.725 million unit-pace scaled in March, which was more than a 14-1/2-year high. There is a huge backlog of houses authorized for construction but not yet started. Single-family housing starts, which account for the largest share of the housing market, dropped 3.9% to a seasonally adjusted annual rate of 1.039 million units last month. The fourth-straight monthly decline pushed starts to the lowest level since August 2020. U.S. single-family homebuilding tumbled in October while the number of houses authorized for construction but not yet started jumped to a 15-year high. Zoning problems, higher land costs, a lack of labor, and inflation has inflated the cost of raw building materials As Ali Wolf writes “Every top market is considered seriously undersupplied as developmental delays hold back more vacant developed lots from hitting the market and builders scoop up available lots as quickly as possible” There are not enough homes - not enough resale inventory and not enough new ones being built. What is driving what we are seeing? Low mortgage rates: 60% are below 4% - thats LOW! Also homes are expensive - 79% of all homes sold are more than $300k There is also supply chain pressure What does into housing? Raw materials: and there is a shortage in absolutely everything. See here for a full breakdown: https://www.nahb.org/-/media/NAHB/new...Labor: They are aging out and there is a lot of competition in the space. There is also pressure from money entering the market from crypto and stock market gains (which is neither good or bad, just a pressure). Build to Rent "Investors are now working with developers directly to produce build-for-rent homes that have a physical appearance closer to a suburban neighborhood, but are marketed to renters rather than owners." One in 20 new homes comes into being expressly for the purpose of rental living--almost double the historical share of new homes built for rent. The number of single-family built-for-rent (SFBFR) construction starts reached its highest quarterly volume on record during the third quarter of 2021. Build-for-rent operators snapping up 15% of raw land in Florida & outbidding home builders on deals across many markets Essentially, there are not enough homes - and its very expensive to build homes due to a combo supply chain crisis and labor/wage crunch. But build to rent is also creating headaches too. | |||
| 26 Nov 2021 | A Summary of the Stock Market | 00:18:48 | |
Weekly rambles Full piece: https://kyla.substack.com/p/whats-going-on 00:00 - Intro 00:46 - Energy Markets 04:28 - Europe 05:25 - Turkey 05:59 - The United States 11:51 - Jerome Powell 13:20 - New Covid Strain 14:53 - On Optimism A Small Note of Gratitude I am acutely aware of how much support I’ve had - no one has ever had to show me the kindness that I’ve received over the past few months and years. So many people have taken chances on me (my professors, Capital Group, and YOU!!) and for that, I am so eternally thankful - to the point where mere words can’t express it (the irony of the newsletter writer). This gratitude is in everything I do - everything I write, create, film - it is backdropped by the support and love of so many. I know how lucky I am to be doing what it is that I do - educating, building, learning, reading - it really is a dream. And so to you, my dear community, I thank you. For signing up, for listening to this, for caring about the markets. It really means the world to me. I hope you enjoy this channel and my other work, and again thank you, for simply being here. I appreciate you. | |||
| 28 Feb 2022 | What You Need to Know about the Russia-Ukraine War So Far | 00:28:25 | |
Please follow these researchers and journalists: https://twitter.com/i/lists/149685791...Please donate here if you can: https://www.notion.so/Donate-1b8dccdf... Ben and Kyla's previous video on this: https://www.youtube.com/playlist?list... Kyla's Research Update on Russia and Ukraine: https://kyla.substack.com/p/update-on...Brief Update on Russia and Ukraine: https://kyla.substack.com/p/a-brief-u... | |||
| 21 Dec 2021 | Why Don't Things Make Sense? | 00:22:31 | |
Main write-up: https://kyla.substack.com/p/tradeoffs...Vitaliks piece: https://vitalik.eth.limo/general/2021...Jack’s piece: https://youngmoneyweekly.substack.com... 00:00 - Intro 01:06 - Tradeoffs 02:32 - Centralization Tradeoff 06:00 - Federal Reserve Tradeoff 08:10 - Political Key Man Risk 08:27 - Apple Tradeoff 09:30 - Cybersecurity Tradeoff 10:15 - Gray 11:41 - Energy Tradeoff 13:54 - Crypto Tradeoff 14:17 - Narrative creation 16:42 - Narrative Resistance 17:20 - Narrative Disruption 17:51 - Narrative Packaging 18:47 - Dollar Tradeoff 19:44 - Happiness Tradeoff 21:07 - Final Thoughts 22:11 - Bye | |||
| 26 Apr 2022 | Elon Musk: The Power of F*ck Around and Find Out | 00:18:27 | |
https://www.youtube.com/watch?v=zjvuZLxZBlo&t=1s | |||
| 03 Nov 2022 | What is the Federal Reserve Doing? | 00:06:29 | |
Full notes: https://kylascan.notion.site/Powell-Presser-39bfec65cb604509a4bc9f15ab4b5c13 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 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. | |||
| 17 Aug 2023 | The Real Ownership Economy | 00:18:03 | |
| 05 Jun 2022 | Do we need a Recession? | 00:14:44 | |
full write up: https://kyla.substack.com/p/do-we-need-a-recession?s=w youtube https://youtu.be/7j8IqZ2DTmU | |||
| 08 Dec 2022 | Language, Loneliness, and AI | 00:13:12 | |
full article on kyla.substack.com | |||
| 23 May 2022 | Food Insecurity and the Baby Formula Crisis | 00:18:57 | |
Full piece: https://kyla.substack.com/p/food-insecurity-and-the-baby-formula?sd=nfs 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. | |||
| 04 Nov 2021 | The Federal Reserve | Is Inflation Really Transitory? | 00:14:52 | |
Everything you need to know about the Fed! From the Everything You Need to Know about series, a series of ~10 min primers on different topics across the stock market, the economy, and crypto. According to Wikipedia: The Federal Reserve System (also known as the Federal Reserve or simply the Fed) is the central banking system of the United States of America. It was created on December 23, 1913, with the enactment of the Federal Reserve Act, after a series of financial panics (particularly the panic of 1907) led to the desire for central control of the monetary system in order to alleviate financial crises. Over the years, events such as the Great Depression in the 1930s and the Great Recession during the 2000s have led to the expansion of the roles and responsibilities of the Federal Reserve System. And here we are now! Notes here: https://horse-quart-a62.notion.site/F... | |||
| 28 Apr 2022 | Solutions are the Problem | 00:10:30 | |
full article: https://kyla.substack.com/p/solutions-are-the-problem?s=w | |||
| 10 Nov 2023 | How Social Media Shapes Economic Perception | 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. | |||
| 27 Jan 2022 | The Fed Just Shook the Markets - Why? | 00:10:00 | |
| 12 Oct 2023 | San Francisco Fed President Mary Daly on New Normals | 00:33:28 | |
Special thanks to the Chicago Council on Global Affairs | |||
| 29 Aug 2022 | Quiet Quitting is Actually Quite Loud | 00:10:30 | |
I truly think the Fed is doing the best they can with the tools that they do have - but as I and many others have written about before, their best might not be good enough here. I think using the labor market as a tool is of course an economic necessity for what they can do - but it’s a tool that has long lasting morale consequences and enhances distrust in a world that is increasingly losing trust in everything. Full piece: https://kyla.substack.com/p/getting-p... 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. | |||
| 12 May 2023 | Why Some People Want the World to End | 00:09:48 | |
full article: https://kyla.substack.com/p/the-art-of-the-doomer | |||
| 28 Jan 2022 | The Global Energy Crisis | 00:08:44 | |
Full piece here: https://www.notion.so/Jan-28-Natural-... natural gas, volatility in the energy markets 00:00 - Intro 00:55 - Revenue vs Fuel 01:57 - Russia and Europe 03:18 - Oil 04:43 - Potential Solutions 05:34 -Russia’s POV 05:57 - Market Mechanics 06:22 - Crypto 07:06 - Coal 7:57 - Final Thoughts | |||
| 19 Oct 2021 | consumption on-demand | the peril of the consumer | 00:18:21 | |
Full piece: https://kyla.substack.com/p/consumpti... Music by Pick Patek - My Mind Is A Barrel (feat. Raindrop Relly & Charles Hussle) - https://thmatc.co/?l=B6CED606 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. | |||
| 04 Jan 2022 | Do Price Controls Destroy the Economy? | 00:12:28 | |
Please note, this video is not meant to be any sort of malintent on Dr. Weber’s article, just around price controls and the literature around them. | |||
| 10 Mar 2023 | The Downfall of Silicon Valley Bank | 00:09:18 | |
All my notes and citations are here - I am reading from several sources during this video The second-biggest bank failure in U.S. history after a run on deposits doomed the tech-focused lender’s plans to raise fresh capital. The FDIC just took control. The bank was the 16th largest in the U.S., with some $209 billion in assets as of Dec. 31 Silicon Valley Bank has been around since 1983. primarly works with vc backed companies - the banking partner for nearly half of U.S. venture-backed technology and healthcare companies that listed on stock markets in 2022. So it was four main things 1. The fed raising rates blew out their holdings - but their holdings were sort of risky 2. startups stopped depositing because vc funding dried up 3. new investment also stopped bc vc funding dried up 4. ceo made stuff worse + vcs started screaming https://kylascan.notion.site/Silicon-Valley-Bank-3dba234141cc4c3889a1e6a13a52bec9 00:00 - Intro 00:21 - Silicon Valley Bank 00:39 - Four Things 03:40 - How did this happen? 06:41 - What now? 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. | |||
| 11 Feb 2022 | Irrational Idealism: Inflation and the Federal Reserve | 00:18:47 | |
https://kyla.substack.com/p/irrational-idealism-inflation-and | |||
| 06 Apr 2023 | The Cure for the Housing Crisis | 00:06:09 | |
To solve the housing crisis, we need to build more housing.
00:00 - Intro00:40 - FT Edit01:14 - No More FT Edit05:01 - In SummaryGood Housing Peoplepaul williams - https://twitter.com/PEWilliams_ darrell owens - https://twitter.com/IDoTheThinkingm nolan gray - https://twitter.com/mnolangraynathan allebach - https://twitter.com/nathanallebachmore here: https://www.notion.so/kylascan/Housing-a42212c98f2f4084b157133396e21386
AD - Thank you to the Financial Times for sponsoring this video. https://ftedit.onelink.me/Ju3k/KSYT3 click to receive a free 30 day trial via the Apple App Store iOS and iPad. Let the FT Edit app give you some curated articles on finance, current affairs, tech, climate, opinions, life and arts, and much more.T&Cs apply.#FTEditBlog: 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. | |||
| 11 Apr 2022 | Wealth Inequality, The Federal Reserve, and Crypto | 00:49:48 | |
Check out Joey here: https://twitter.com/JosephPolitano His newsletter: https://apricitas.substack.com My newsletter: https://kyla.substack.com Q&A WITH JOEY! We answered some crowd sourced questions, and here are the video version of our answers. This video is broken into three parts: 1. Intro 2. Greatest Hits 3. Full Q&A I wanted to include a greatest hits for those who just want a super super quick overview, but highly recommend that you read the full pieces + listen to the full video! 00:00 - Intro 01:01 - Greatest Hits 05:15 - FULL INTERVIEW 05:19 - Is crypto wealth too concentrated? 09:21 - Is this the 1970s again? 15:09 - How do you square commodity prices and NFT prices? 22:02 - What's going on with Fed independence? 28:37 - Housing Bubble 34:39 - What has the Fed learned? 40:09 - Advice for Students 44:50 - Some Hot Takes 48:19 - Kyla Blabbers 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/?hl=en | |||
| 10 Nov 2021 | How Does the Internet Work? | 00:11:31 | |
Everything You Need to Know About Digital Infrastructure! Full piece here: https://kyla.substack.com This piece is sponsored by @iodigitalindex’s BYTE ETF Index. All research and views are my own, and none of this is investment advice. Interested in learning more about BYTE? Click here (I do not receive commissions on this link, just a way for you to learn more!) https://iodigitalindex.com 00:00 - Intro 00:58 - Brief Recap on the Metaverse 02:12 - Facebook's Role 03:02 - Digital Infrastructure 04:48 - Data Centers 06:18 - Cell Towers 07:53 - Semiconductors 08:56 - The Stack 10:36 - Final Thoughts | |||
| 02 Jan 2024 | 2024 Outlook: Rate Cuts and the Influencer Apocalypse | 00:40:53 | |
| 15 Nov 2022 | Full Summary of the FTX Spiral and Collapse | 00:11:30 | |
Full notes: https://kylascan.notion.site/FTX-Updates-Full-e6c9cbfeec774b2c8b8e67248dce0286 | |||
| 31 Jul 2024 | September Rate Cut? | 00:13:25 | |
| 12 Jan 2023 | The Eggconomy | 00:11:50 | |
All rights to the Gaston song belong to UMG. 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. | |||
| 04 Oct 2022 | Why The Fed Wants a Weaker Jobs Market | 00:05:34 | |
Today we got the latest JOLTS report - Job openings fell 1.1 million in August to 10.1 million. The drop in job openings last month (-1,117,000) is larger than the drop in job openings in March 2020 (-1,087,000). However, the Fed is unlikely to pivot - "Tighter monetary policy has begun to cool demand and reduce inflationary pressures, but our job is not yet done. It will take time, but I am fully confident we will return to a sustained period of price stability." Plain English with Derek: https://open.spotify.com/episode/4DnOt3A4utKROaLUClhW8y?si=CW_huqzwTiKXGof5YPWU8g | |||
| 13 Apr 2023 | The Economics of Self-Commodification | 00:09:15 | |
’ve been really fascinated by nostalgia recently, specifically how it defines culture and therefore the economy (such as the Super Mario Bros movie, Marvel Cinematic Universe, constant reboots, the monetization of familiarity). We love the past. Susan Sontag’s view on this was that that we engage in a cult of nostalgia allowing us to focus on commemorating the past vs critically engaging with the present. We like to stay in pristine museum walls versus building new things! As Svetlana Boym wrote in the very poignant The Future of Nostalgia - What is crucial is that nostalgia was not merely an expression of local longing, but a result of a new understanding of time and space that made the division into “local” and “universal” possible. The nostalgic creature has internalized this division, but instead of aspiring for the universal and the progressive he looks backward and yearns for the particular. And to be fair, I do think there is a place for nostalgia! It’s nice to share the past with people, and memories are the foundation of our personhood. But from an economic perspective, it can get a bit skewed. As Derek Thompson1 points out - It's crazy how many different forces in Hollywood are pushing toward infinitely recurring IP loops. Original stories need to shoot the moon with reviews and buzz to have a chance at $100m, while middlingly reviewed renditions of familiar IP throw up $200m w/o breaking a sweat. It’s cheaper to be nostalgic! Less risk, both for the consumer and the movie producer. We operate in a risk minimization bubble with these really big cinematic productions But this can be problematic because these big movies often serve as a cultural anchor, giving us a sense of who we are on a really, really big generalized scale (I don’t personally align with these movies, I am sure many others don’t but I am generalizing). And when the anchor is floating in a sea of endless iterations of the past, how can we imagine anything different as a collective? The stories that we tell define us. As Stephen West said: The focal point of your life is on commemorating the past as opposed to changing the present. Your memories are more important to you than your dreams. How do you dream about the future when you're always looking backwards? The endless repetition prevents us from iterating on new culture2 and when that happens, there’s room for brands and corporations to begin defining that culture for us, as Toby Shoring writes in Life after Lifestyle. Full article: https://kyla.substack.com/p/the-commo...00:00 - Intro 04:51 - Dedollarization 06:15 - Delusion 08:13 - Digitalization 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. | |||
| 19 Oct 2022 | Cathie Wood & Clay Gardner - The Challenge of Democratizing Finance | 00:29:50 | |
So what does democratizing VC really mean? Full interview here: https://fintwitsummit.com 00:00 - Intro 01:09 - Democratizing VC 05:16 - Retail Investors 07:51 - Fee Structure 10:26 - Inequality 14:24 - Optimism 17:35 - Founders 21:34 - Personal Outlooks 25:02 - Macro 29:24 - Bye! 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 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. | |||
| 26 Jun 2023 | The Impending Commercial Real Estate Crash | 00:08:58 | |
Full notes: https://docs.google.com/document/d/1h... | |||
| 16 Feb 2023 | No-Landing and the Anti-gravity Economy | 00:08:36 | |
full article: https://kyla.substack.com/p/no-landing-and-the-anti-gravity-economy | |||
| 20 Oct 2021 | volmaggedon and the rise of passive | 00:18:13 | |
Full piece: https://kyla.substack.com/p/consumpti... In partnership with https://www.simplify.us/etfs A good piece on XIV: https://towardsdatascience.com/the-xiv-meltdown-1b0608110b9f + https://ttmygh.medium.com/grant-williams-0-00-before-we-get-going-heres-the-bit-where-i-remind-you-that-nothing-we-b28f6db77 00:00 - Intro 00:40 - What is this? 01:44 - Correlation and Volatility 05:17 - Volmaggedon 07:57 - Passive Flows 09:31 - Demographics 12:31 - The Flows 15:01 - Market Structure 16:08 - Does Bitcoin Fix This? 17:36 - Final Thoughts Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@ky.now?lang=en Twitter: https://twitter.com/kylascan Music by Pick Patek - My Mind Is A Barrel (feat. Raindrop Relly & Charles Hussle) - https://thmatc.co/?l=B6CED606 Music by Hip Gnartic - Carnivores - https://thmatc.co/?l=8102AD70 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. | |||
| 23 May 2024 | No, We Aren't in a Recession (But We Might Be in a Crisis) | 00:09:03 | |
| 02 Jul 2024 | Austan Goolsbee on the Fed's Data Dependence and the Golden Path | 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. | |||
| 06 Oct 2021 | supply chains and stucky bois | 00:14:15 | |
The general theory of not-enougness: We have skewed demand and not enough supply. When thinking about supply, you have to think about the inputs. For example, think about what it takes to buy an apple at the grocery store:
That’s a LOT. Imagine that apple process x n^100000 and that’s what supply chains are like. There are so many opportunities for things to go wrong, and thus, they often do (especially when you have exogenous shocks like a global pandemic). If all the sudden the trucks stop delivering to the stores, you can no longer purchase your apple. Bad! And that’s kind of what’s going on right now:
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| 26 Oct 2021 | The Core: The Importance of Connectors | 00:27:23 | |
So whats going on here? We have bad policy (and we CAN fix this, as Huntsman outlines, as CoinCenter advocates for, etc).
The main takeaway from this piece is:
We have to remember people are behind EVERYTHING. Take care of each other. | |||
| 17 Dec 2022 | A Non-Zero Interest Rate World | 00:08:12 | |
Full article at kyla.substack.com | |||
| 11 Oct 2022 | Bailey's Policy - "Get Your Sh*t Together" | 00:05:24 | |
notes: https://kylascan.notion.site/The-UK-again-d74fd1823e6d4e2186fca52b24c03297 Bank of England says "Hey pensions, clean it up" | |||
| 09 Feb 2023 | Margin and Opportunity | 00:09:45 | |
full article: https://kyla.substack.com/p/margin-and-opportunity | |||
| 05 Aug 2024 | Why The Markets Are So Dramatic | 00:12:32 | |
| 11 Dec 2021 | Inflation is Here - What Happens Next? | 00:16:33 | |
Full piece: https://kyla.substack.com/p/the-great... Helpful videos: What is the Fed: https://www.youtube.com/watch?v=hIQiO... What is inflation: https://www.youtube.com/watch?v=U6jKb... 00:00 - Intro 00:25 - CPI0 7:04 - What is the Fed Going to Do? 09:21 - The Stock Market is Not the Economy 10:35 - Evergrande 11:41 - Russia 12:08 - Crypto Regulation 13:46 - What is the economy? 15:00 - Final Thoughts | |||
| 31 Jul 2023 | How Taylor Swift Saved the Economy | 00:12:11 | |
full notes: https://kylascan.notion.site/How-Taylor-Swift-Saved-the-Economy-335ad7b136c04d9ba7f34c22634b99e9?pvs=4 | |||
| 07 Jan 2022 | Tipping Dominoes in Kazakhstan: Corruption, Uranium, and Crypto | 00:41:48 | |
Very excited to have Michael on to talk about Kazakhstan. We discuss the history of the country, the current situation, especially relative to Russia, the state of the energy markets and the impact this could have on oil, the impact it could have on crypto markets, and finally, what could happen next. Michael: https://www.theredlinepodcast.com https://twitter.com/MikeHilliardAus 00:00 - Intro 01:20 - History 10:00 - The CTSO 12:00 - Authoritarian Protests 15:59 - Stability of the Regime 17:15 - Putin’s Response 19:55 - China’s Involvement 22:13 - Uranium Markets 23:27 - Stability of Energy Markets 25:13 - The Lost Dubai 28:08 - Afghanistan 29:38 - Crypto 32:23 - Russia Peacekeeping 35:30 - The Borders 37:58 - Will this happen elsewhere? 40:08 - Final Thoughts | |||
| 09 Nov 2021 | The Growth Story of Roblox (and what's next) | 00:15:23 | |
Everything You Need to Know About Roblox! Full piece here: https://kyla.substack.com/p/roblox-an... Organized notes: https://horse-quart-a62.notion.site/R... 00:00 - Intro 00:55 - Roblox 03:23 - Future of Roblox 05:13 - Differentiation of Roblox 06:45 - Roblox Economy 08:52 - Roblox Growth 10:44 - Growth Beyond 11:25 - Video Game Industry 12:28 - The Numbers 14:30 - Final Thoughts | |||
| 13 Sep 2024 | How Dating Apps Contribute to the Demographic Crisis | 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 | |||
| 02 Nov 2021 | The Metaverse | Everything You Need to Know | 00:10:14 | |
Everything You Need to Know About the Metaverse The Metaverse is an expansive network of persistent, real-time rendered 3D worlds and simulations that support continuity of identity, objects, history, payments, and entitlements, and can be experienced synchronously by an effectively unlimited number of users, each with an individual sense of presence 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. | |||
| 11 Jul 2023 | Gen Z and the Future of Work | 00:09:58 | |
Expanding upon and discussing my Fast Company article | |||
| 17 Nov 2024 | How Donald Trump Won and What Happens Next for the Economy | 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. | |||
| 15 Nov 2021 | The Huge Opportunity of DAOs | 00:17:19 | |
Everything you need to know about DAOs! DAO are “a group organized around a mission that coordinates through a shared set of rules enforced on a blockchain”. At the most basic level, they use collective participation to fund things and get things done. I go on a bit of a tangent at 11:43, which you can skip if you want. Airdropping a token to everyone in the US is far from feasible, but just wanted to take some time to talk about what *could* be possible. Constitution DAO: https://www.constitutiondao.com **NOTE: This was absolutely not an ad, nor was I sponsored! Just sharing some info** notes: https://horse-quart-a62.notion.site/D... Bankless podcast: https://open.spotify.com/episode/0l2m... Episode with Cooper: https://open.spotify.com/episode/7g6X... Linda's excellent piece: https://linda.mirror.xyz/Vh8K4leCGEO0...
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| 05 Nov 2021 | Why Speculation Drives Markets | 00:18:31 | |
Short-termism makes it so these boom-bust cycles have to bust at some point - we get collectively distracted by something else, and go look at that instead. But the beautiful thing about short-termism and speculation is that it allows more capital to enter the system. And there is the potential for that capital to be directed to something more productive, and to change the lives of so many people.
Speculation is not net-bad. As Emil Cioran says: “Man starts over again everyday, in spite of all he knows, against all he knows.”The market is cyclical - we humans are cyclical, so the systems we build are too. I don’t know if it will be a spectacular boom-bust, but I do think there is a huge oppprtunity to rethink market systems and capital allocation - and design them in way that optimizes for the (rather tough) goal of happiness. I don’t know what that looks like. Maybe speculation is the future, but I do think as things crumble and current systems get stretched, we have the huge chance to rebuild them. | |||
| 09 Oct 2022 | Pumpkin Policy and Dollarominos | 00:11:37 | |
newsletter: https://kyla.substack.com/p/pumpkin-policy-and-dollarominos | |||
| 21 Sep 2022 | The Federal Reserve's Inflation Battle | 00:03:46 | |
The Fed raised rates by 75 bps today in order to battle inflation. They're likely going to keep on raising rates. They're going restrictive mode, nearing that meaning that they're willing to take on quite a bit of economic weakness in order to slow the economy down, which is their way of managing inflation. | |||
| 07 Sep 2022 | Everyone is Impacted by the Energy Crisis | 00:12:29 | |
There’s an energy crisis going on. I am going to talk about how we got here, what’s going on right now, and some ideas for what the future could look like. As always, I try to remove all sensationalism in my work, so if you’re looking for straightforward analysis and synthesis on this situation, that’s what this is. 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 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. | |||
| 22 Aug 2023 | Here's Why China's Economy is Going to Fail | 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. | |||
| 09 Mar 2023 | Labor Market vs Inflation | 00:10:53 | |
Jerome Powell testified in front of Congress this week and the main takeaway was “we are absolutely going to keep ripping rates if we need to - and it looks like we need to.” On the second day of his testimony, he walked back a bit stating - "If — *and I stress that no decision has been made on this* — if the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes." Elizabeth Warren posed a question that pretty much everyone has been asking for the past few months - “what about the labor market?” “What do you say to the 2 million people who you plan to put out of work with your rate hikes?” Jerome Powell then explained that well, if we don’t fix inflation now, it’s going to be a lot higher than 2 million down the road. The idea is that by not nipping inflation in the bud, the consequences to the labor market will be extreme. So the Fed is balancing both the labor market and price stability, trying to make sure that they can get inflation down with their rate hike cannon but also trying to make sure that the projectiles that they are firing into the economy don’t hurt anyone that bad. Full article: https://kyla.substack.com/p/labor-market-vs-inflation Open a Treasury Account at Public.com and get a 5.3%* yield on your cash at public.com/kyla * 26-week T-bill rate (as of 2/14/2023) when held to maturity. Rate shown is gross of fees. ** The average of the best high-yield savings accounts, compiled by Bankrate.com as of 1/31/23, is 4.0% APY. Disclosures: This is a paid endorsement for Open to the Public Investing, Inc., member FINRA & SIPC. This does not constitute investment advice. Investing involves the risk of loss, including loss of principal. Full disclosures can be found at public.com/disclosures. All U.S. treasury investments and investment advisory services offered on Public are provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. See FINRA BrokerCheck, Jiko U.S. Treasuries Risk Disclosures and Jiko Securities Inc. Form CRS. Investments in T-bills: Not FDIC Insured - No Bank Guarantee - May Lose Value Banking services provided by Jiko Bank, a division of Mid-Central National Bank 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. | |||
| 29 Jun 2023 | The Economic Perception Model | 00:13:25 | |
| 29 Dec 2021 | These 5 Stocks are the Entire Stock Market | 00:13:57 | |
Notes: https://horse-quart-a62.notion.site/S... 00:00 - Intro 00:32 - FAANGM 02:21 - Why did this happen? 03:50 - The Beginning 05:59 - Inflation 08:07 - The Reason this Matters 12:42 - Zoom Out How higher interest rates impact the stock market: https://www.investopedia.com/investin... | |||
| 06 Sep 2023 | Yes, Treasury Direct Sucks - But Bonds Rock | 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. | |||
| 26 Oct 2023 | The TikTok Girl is Right: Modernity and the 9-to-5 | 00:17:43 | |
| 22 Dec 2022 | 2022 was Really Weird | 00:15:31 | |
Full article at kyla.substack.com | |||
| 04 Sep 2021 | Cambrian Explosion 2.0 | 00:20:28 | |
There are a lot of questions left to answer, and web3 seeks to solve a lot of them - but in the meantime - It’s still about the story. Stripping it all away, we are seeking for the story, for the building of the ecosystem, for understanding our MAIN OBJECTIVE. And the ecosystem in which these stories are being told is growing, flourishing, and we are nearing some sort of Cambrian Explosion of content. We have the apps, the infrastructure, the tools - and we are still the singular-celled organisms trying to figure out how to use it all. We can’t be the Apple or the Enron - because we haven’t even become animal phyla yet. It’s still really early. The world has evolved before we did, and we are just now catching up to it. | |||
| 26 Jan 2023 | Reversion to Reality: How Big Tech Impacts the Economy | 00:12:30 | |
Full article: https://kyla.substack.com/p/reversion-to-reality-how-big-tech | |||
| 20 Mar 2022 | High Gas Prices: Gouging or Geopolitics? | 00:20:20 | |
https://www.youtube.com/watch?v=DhYC1xL1I-k Brought to you by AssetDash
If that sounds useful to you, check out the app here: https://linktr.ee/assetdash *This is not investment advice. | |||
| 22 Nov 2021 | The Economic Importance of the Federal Reserve | 00:11:18 | |
Everything you need to know about the Old/New Fed Chair!! Full notes: https://horse-quart-a62.notion.site/F...
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| 13 Jul 2023 | Gen Z and Financial Nihilism | 00:17:04 | |
| 12 Nov 2021 | Will Inflation Destroy Everything? | 00:22:55 | |
Everything you need to know about inflation! I'm going to talk about what inflation is, what causes it, the different types of flations, the responses, the impact of inflation, as well as investing ideas for inflationary environments Notes: https://horse-quart-a62.notion.site/I... 00:00 - Intro 00:48 - What is inflation? 02:41 - Measures of inflation 06:32 - Causes of Inflation 08:49 - Factors of Inflation 11:51 - Influences of inflation 12:49 - Different types of inflation 14:56 - Inflation Responses 17:13 - Inflation Impact 18:29 - How to Invest 19:22 - Final Thoughts | |||
| 17 Nov 2021 | The Most Important Inflation Metric That You've Never Heard Of | 00:13:57 | |
Everything you need to know about the Baltic Dry Index! What is the BDI? BDI is simply daily dry bulk shipping rates— which reflect the supply/demand of dry bulk vessels. It's an index which measures the average cost of leasing ships to transport ‘dry bulk’ cargo (I.e. coal, iron ore, grains, etc). It measures costs of transporting various important raw materials by sea (e.g. coal, iron ore, grain) - It takes into account shipping routes, timing of delivery, ship capacity, and is a widely used benchmark in shipping. What are the ships? Capesize: the largest ships in the BDI with 100,000 deadweight tonnage (DWT) or greater. The average size of a Capesize ship is 156,000 DWT Panamax: have a 60,000 to 80,000 DWT capacity, and they're used mostly to transport coal, grains, and minor bulk products such as sugar and cement. Supramax/handysize: These ships have a carrying capacity of 45,000 to 59,999 DWT. Major dry bulk commodities include iron ore, coal, and grain - two-thirds of global dry bulk trade. Minor bulks include steel products, sugars, cement The BDI is good to pay attention to, but its not the whole inflation story. Its a divergence between things - so its expensive to be a human still, but its good to have pressure easing in some areas | |||
| 20 Apr 2023 | What does Gen Z really think about work? | 00:09:31 | |
Full article: https://kyla.substack.com/p/what-does...00:00 - Intro 01:32 - Art of Stories 02:28 - Work has No Meaning 04:44 - Mythology 06:50 - Final Thoughts 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. | |||
| 30 Aug 2023 | Consumerism and The Century of the Self | 00:19:29 | |
https://kylascan.notion.site/The-Century-of-the-Self-44c40659d49949849e00ca690fd8429e?pvs=4 https://www.youtube.com/watch?v=eJ3RzGoQC4s | |||
| 14 Aug 2024 | How Do We Fix the Economy? | 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 | |||
| 19 Sep 2022 | The Federal Reserve's Secret Weapon | 00:10:29 | |
https://kyla.substack.com/p/the-economic-kingdom | |||
| 24 Mar 2022 | One Month: The War in Ukraine | 00:38:26 | |
Back with Ben to discuss the war after one month. | |||
| 13 Mar 2023 | The Fed's "Bailout" of Silicon Valley Bank | 00:07:06 | |
Main takeaways Fed is “prepared to address any liquidity pressures that may arise” - workaround for unrealized losses and the fed saw potential systemic risk "The Fed is explicitly trying to tighten financial conditions, but also has responsibilities to promote a stable banking system. A liquidity facility for banks that ignores losses from rate hikes is uniquely positioned to walk that line." - Steven Kelly The $250K deposit insurance cap is not really useful anymore It's kind of a bailout All notes here: https://kylascan.notion.site/Silicon-Valley-Bank-3dba234141cc4c3889a1e6a13a52bec9 00:00 - Intro 00:09 - How Money Works 00:42 - How Banking Works 01:47 - SVB Update 04:38 - Whats Next? 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. | |||
| 26 Sep 2023 | How Unions are Changing The Economy (WGA, UAW, and More) | 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. | |||
| 04 May 2023 | What Happens When Information Overwhelms Knowledge? | 00:11:59 | |
I was hit by a car yesterday on my bike. I am so lucky to be mostly unscathed, and I don’t know if I have the words. But it brought up a lot of emotions - mostly around uncertainty and hope.When we wander out into the world, we are dealing with other humans. There are natural forces too, like hurricanes and wind and sunrises. It’s a mix of mess and beauty.But within the entire breadth of existence, there is this underlying thread of uncertainty, amplified by hope. With everything that still happens, we are still able to carry this glowing orb of belief within us. In the past few pieces on here, I’ve talked about stories and meaning and nostalgia.Today I want to talk about hope.So there are a few things going on in the economy right now -Federal Reserve “pausing”Banks continuously blowing upDebt ceiling dramaWhat’s interesting about these three things1 is that they are all projections of hope.Full note: https://kyla.substack.com/p/what-happens-when-information-overwhelms00:00 - Intro01:05 - Hope Function02:56 - Information04:45 - Reality07:30 - Curiosity 09:39 - Hope, AgainBlog: 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. | |||
| 19 Jun 2022 | What is the Most Important Part of the Economy? | 00:18:13 | |
Full write up: https://kyla.substack.com/p/people-ar... I think we often forget that the economy is really a bunch of people peopling around and trying to make sense of this world. So it’s going to be silly and dumb because people are silly and dumb. I don’t know. I think it’s frustrating and it’s also okay to *be* frustrated. That’s part of where action comes from. And just like the Fed, we have to take action to maintain our credibility (something I need to work on more). The bifurcation of society shows that we care at least - but how do we harness these emotions into something productive for our collective future? That’s the eternal question. | |||
| 01 Jun 2023 | The Time Premium | 00:11:48 | |
| 01 Aug 2022 | The Semantics of a Recession | 00:17:03 | |
Grief and love are the same emotion, expressed differently. We are living in a world of increasing differentials, where our base case is becoming less probable, and we are having to build out new models of thinking. That is exciting but scary - we might be all experiencing the derivative of the ‘same thing’ as our economic world changes around us but it shows up for all us differently. And that is important to remember. Full article: https://kyla.substack.com/p/the-semantics-of-a-recession Full article 2: https://kyla.substack.com/p/the-changing-economic-regime 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. | |||