These are the major topics and ideas we discussed during the 03/24/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
These are the major topics and ideas we discussed during the 03/17/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
I think that the Big Banks’ collective deposit of $30 billion in uninsured accounts with First Republic is the first step in solving the Dark Forest problem of the American banking system.
Last week I wrote that my spidey-sense was not tingling when it came to systemic risk for the banking system, that I just didn’t see the pervasive rot that would create a real worry about the stability of the *system*.
Today my spidey-sense is tingling like crazy.
These are the major topics and ideas we discussed during the 03/10/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Over the past week we’ve had one bank fail (Silvergate) and another forced to raise new equity and start protesting-too-much about how there’s no slow-motion run on the bank (Silicon Valley Bank). The question, of course, is whether these two banks are canaries in the coal mine.
Has systemic risk returned to the banking system?
These are the major topics and ideas we discussed during the 03/03/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.