Let's Appreciate
Episodes
The Fed’s Goal? Getting the Economy on a Sustainable Path
21 Oct 2022
Contributed by Lukas
I had the incredible opportunity to interview Mary Daly, the President and CEO of the San Francisco Federal Reserve. As we all know, the Federal Reser...
Cathie Wood & Clay Gardner - The Challenge of Democratizing Finance
19 Oct 2022
Contributed by Lukas
So what does democratizing VC really mean? Full interview here: https://fintwitsummit.com 00:00 - Intro 01:09 - Democratizing VC 05:16 - Retail ...
We Have More Data Than Ever - So Why is it so Confusing?
12 Oct 2022
Contributed by Lukas
An interview with Alex Damianou from Open Axis on data literacy, storytelling, and the power of narratives. Alex's Twitter: https://twitter.com/ale...
Bailey's Policy - "Get Your Sh*t Together"
11 Oct 2022
Contributed by Lukas
notes: https://kylascan.notion.site/The-UK-again-d74fd1823e6d4e2186fca52b24c03297 Bank of England says "Hey pensions, clean it up"
Pumpkin Policy and Dollarominos
09 Oct 2022
Contributed by Lukas
newsletter: https://kyla.substack.com/p/pumpkin-policy-and-dollarominos
Why The Fed Wants a Weaker Jobs Market
04 Oct 2022
Contributed by Lukas
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 la...
Credit Suisse: Great Financial Crisis 2.0?
02 Oct 2022
Contributed by Lukas
All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you...
The United Kingdom: Fiscal Policy Meets Monetary Policy
28 Sep 2022
Contributed by Lukas
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: htt...
Everything Going on in the Economy Right Now
26 Sep 2022
Contributed by Lukas
Full article: https://kyla.substack.com/p/the-fedco... Publishing day form: https://forms.gle/DAgonsNLm12B7P1z5
The Federal Reserve's Inflation Battle
21 Sep 2022
Contributed by Lukas
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, near...
The Federal Reserve's Secret Weapon
19 Sep 2022
Contributed by Lukas
https://kyla.substack.com/p/the-economic-kingdom
The Ethereum Merge and the Energy Crisis
12 Sep 2022
Contributed by Lukas
Full write up: https://kyla.substack.com/p/the-ether... Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok:...
Everyone is Impacted by the Energy Crisis
07 Sep 2022
Contributed by Lukas
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 l...
Quiet Quitting is Actually Quite Loud
29 Aug 2022
Contributed by Lukas
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 mig...
How Sensationalism Drives the Stock Market
22 Aug 2022
Contributed by Lukas
There is a gap between expectations and reality, which creates the perfect storm for Very Big Takes. Supply side information issues compounded by ‘p...
The Inflation Narrative
15 Aug 2022
Contributed by Lukas
Inflation being 0% in July doesn’t diminish that pain and worry that so many are experiencing. There is still a long way to go. But even marginal im...
How Social Media Drives the Economy
08 Aug 2022
Contributed by Lukas
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 ...
The Semantics of a Recession
01 Aug 2022
Contributed by Lukas
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...
Inflation, Oil, and the Federal Reserve
19 Jul 2022
Contributed by Lukas
Full article: https://kyla.substack.com/p/the-secon... All materials in these videos are used for educational purposes and fall within the guidelines...
Investing in an Inflationary Environment
15 Jul 2022
Contributed by Lukas
Note: the interview was filmed in April 2022 so some dynamics have changed, but the core interview applies even more now than it did then I got the ch...
What is Going On with Inflation?
14 Jul 2022
Contributed by Lukas
Further reading: https://horse-quart-a62.notion.site/I... All materials in these videos are used for educational purposes and fall within the guidelin...
Jobs in Finance Explained | A Guide
08 Jul 2022
Contributed by Lukas
There are a lot of avenues in finance, including taking the CFA and other credentialing exams. Basically, if you are handling other people’s money, ...
We are not in a Recession
05 Jul 2022
Contributed by Lukas
full piece: https://kyla.substack.com/p/data-versus-reality
The Vibecession: The Self-Fulfilling Prophecy
30 Jun 2022
Contributed by Lukas
full write up: https://kyla.substack.com/p/the-vibecession-the-self-fulfilling
What is the Most Important Part of the Economy?
19 Jun 2022
Contributed by Lukas
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 tryin...
Do we need a Recession?
05 Jun 2022
Contributed by Lukas
full write up: https://kyla.substack.com/p/do-we-need-a-recession?s=w youtube https://youtu.be/7j8IqZ2DTmU
Food Insecurity and the Baby Formula Crisis
23 May 2022
Contributed by Lukas
Full piece: https://kyla.substack.com/p/food-insecurity-and-the-baby-formula?sd=nfs DISCLAIMER: This video does not provide investment or economic ad...
UST and USD: Everything is Monetary Policy
12 May 2022
Contributed by Lukas
Full write up: https://kyla.substack.com/p/ust-and-usd-everything-is-monetary?s=w Terra notes: https://www.notion.so/Terra-c666bd2252eb4a6a82ccdfe...
Dichotomy in the Golden Age of Fraud
06 May 2022
Contributed by Lukas
https://kyla.substack.com/p/dichotomy-in-the-golden-age-of-fraud?s=w
Solutions are the Problem
28 Apr 2022
Contributed by Lukas
full article: https://kyla.substack.com/p/solutions-are-the-problem?s=w
Elon Musk: The Power of F*ck Around and Find Out
26 Apr 2022
Contributed by Lukas
https://www.youtube.com/watch?v=zjvuZLxZBlo&t=1s
The Disruption of Stability
16 Apr 2022
Contributed by Lukas
00:00 - Intro 00:47 - Disruption of the Grindset 01:56 - Disruption of the Home 05:27 - Disruption of Stability 07:33 - Dollar Dominance 08:59 - For...
Wealth Inequality, The Federal Reserve, and Crypto
11 Apr 2022
Contributed by Lukas
Check out Joey here: https://twitter.com/JosephPolitano His newsletter: https://apricitas.substack.com My newsletter: https://kyla.substack.com ...
The Distortion and Disruption of Narratives (Things are Weird)
05 Apr 2022
Contributed by Lukas
full write up: https://kyla.substack.com/p/the-distortion-and-disruption-of?s=w Our lives are mostly a result of the content that we interact with. ...
Pricing Agriculture Risk | Interview with Grant Cavanaugh
27 Mar 2022
Contributed by Lukas
Check out scoot science here: https://www.scootscience.com
One Month: The War in Ukraine
24 Mar 2022
Contributed by Lukas
Back with Ben to discuss the war after one month.
Rising Tides: The Science of Salmon Investing
23 Mar 2022
Contributed by Lukas
Full write up https://kyla.substack.com This is Part 1 of a Two Part food and commodity inflation series. I wanted to intro Scoot as a solution, and...
High Gas Prices: Gouging or Geopolitics?
20 Mar 2022
Contributed by Lukas
https://www.youtube.com/watch?v=DhYC1xL1I-k Brought to you by AssetDash Stop checking multiple investment accounts and crypto wallets, and track ev...
Taking Some Sense to Make a Nickel
11 Mar 2022
Contributed by Lukas
https://kyla.substack.com/p/taking-some-sense-to-make-a-nickel?s=w
Financial Warfare: Russia-Ukraine
04 Mar 2022
Contributed by Lukas
Fortress Russia, sanctions, energy markets, agriculture, financial globalization
What You Need to Know about the Russia-Ukraine War So Far
28 Feb 2022
Contributed by Lukas
Please follow these researchers and journalists: https://twitter.com/i/lists/149685791...Please donate here if you can: https://www.notion.so/Donate...
The Blaring Horn of Bonds
18 Feb 2022
Contributed by Lukas
00:00 - Intro 00:27 - Simplify 00:53 - Credit Markets 02:40 - Corporate Bond Structure 04:03 - Things Bad 04:50 - Bond Risk 06:59 - Measuring Bond Ris...
Geopolitical Instability and What Happens Next
17 Feb 2022
Contributed by Lukas
Notes https://www.notion.so/Russia-Update-2... 00:00 - Intro 00:30 - Brief Update 00:56 - Positioning 01:32 - Cybersecurity 01:52 - NATO 02:31 - Chin...
Irrational Idealism: Inflation and the Federal Reserve
11 Feb 2022
Contributed by Lukas
https://kyla.substack.com/p/irrational-idealism-inflation-and
The Polarization of Crypto Narrative
03 Feb 2022
Contributed by Lukas
video: https://www.youtube.com/watch?v=Wnjvp1s1vZU research: https://kyla.substack.com/p/the-polarization-of-crypto-narrative
The Global Energy Crisis
28 Jan 2022
Contributed by Lukas
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...
The Fed Just Shook the Markets - Why?
27 Jan 2022
Contributed by Lukas
Notes: https://www.notion.so/FOMC-notes-13b6... 00:00 - Intro 00:41 - Brief Context on Fed 02:04 - Structure of a Fed Meeting 02:40 - Rate Hikes 03:43...
What is the Stock Market... Doing?
25 Jan 2022
Contributed by Lukas
https://www.youtube.com/watch?v=8IOjZlQuyW4
Russia, Ukraine, and the Impact on Global Energy Markets
17 Jan 2022
Contributed by Lukas
https://youtu.be/b5SSvl3Uygg As always, this is not meant to be speculation, but rather analysis. And this is a rapidly evolving situation, so this i...
Narratives, Reflexivity, and Market Go Down
12 Jan 2022
Contributed by Lukas
https://kyla.substack.com/p/narratives-reflexivity-and-market https://www.youtube.com/watch?v=kQu5DOpcyaE&t=11s
Tipping Dominoes in Kazakhstan: Corruption, Uranium, and Crypto
07 Jan 2022
Contributed by Lukas
Very excited to have Michael on to talk about Kazakhstan. We discuss the history of the country, the current situation, especially relative to Russia,...
What is Going on in Kazakhstan?
06 Jan 2022
Contributed by Lukas
Please note - this is a really broad and brief overview of what’s going on. I did not go into detail on many important subjects. Please see these na...
Do Price Controls Destroy the Economy?
04 Jan 2022
Contributed by Lukas
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. ...
These 5 Stocks are the Entire Stock Market
29 Dec 2021
Contributed by Lukas
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 08:0...
What is Web3? (and why does Jack Dorsey hate it?)
28 Dec 2021
Contributed by Lukas
No one really knows what web3 is, but its clear that Jack Dorsey doesn't like it! But why? This question is important to explore, as this is likely th...
Geopolitics is a Mess - Why?
24 Dec 2021
Contributed by Lukas
Notes: https://www.notion.so/Week-of-Dec-13-... Ben's substack: https://benwheeler.substack.com/p/wha... 00:00 - Intro 01:50 - Ben Returns 02:16...
Why Don't Things Make Sense?
21 Dec 2021
Contributed by Lukas
Main write-up: https://kyla.substack.com/p/tradeoffs...Vitaliks piece: https://vitalik.eth.limo/general/2021...Jack’s piece: https://youngmoneyweekl...
Why The Economy Is Too Hot
16 Dec 2021
Contributed by Lukas
A breakdown of yesterday's Fed day in the following format: 1. Pre FOMC (~1 hour before) 2. Post FOMC (~2 hours after) 3. Post post FOMC (~24 hours ...
Everything You Need to Know about The Stock Market
14 Dec 2021
Contributed by Lukas
Resources for Kentucky: https://www.gofundme.com/f/ukcom-stud... https://wfpl.org/heres-how-you-can-he... https://secure.kentucky.gov/formservi... ...
Inflation is Here - What Happens Next?
11 Dec 2021
Contributed by Lukas
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: ht...
The Ukraine-Russia Situation
10 Dec 2021
Contributed by Lukas
Full notes: https://horse-quart-a62.notion.site/R... Ben’s Twitter: https://twitter.com/D1Wheeler Bens Substack: https://benwheeler.substack.com 0...
A Very In-depth Explanation of the Evergrande Implosion
08 Dec 2021
Contributed by Lukas
ah, Evergrande Full piece: https://horse-quart-a62.notion.site/A... powerpoint: https://docs.google.com/presentation/...
A Summary of the Stock Market
04 Dec 2021
Contributed by Lukas
RATS!!!! THE STOCK MARKET!!!! Full piece: https://kyla.substack.com/p/the-federal-reserves-wager?justPublished=true 00:57 - The Markets 01:31 - An Int...
A Brief History on Economic Theory (aka no one ever knew what was going on)
02 Dec 2021
Contributed by Lukas
RATS!!!! ECONOMIC THEORY! I will be talking about Economic theories (starts at 03:09) The news (duh) PLEASE NOTE: This is a brief overview, and th...
A Brief Introduction into Crypto
02 Dec 2021
Contributed by Lukas
RATS!!!! Crypto 101 I will be talking about * web3 * Blockchain * Cryptocurrencies * Ethereum drama * and how to join Full piece: https://www.no...
The World is Falling Apart?
29 Nov 2021
Contributed by Lukas
ATS!!!! The state of energy markets and some geopolitical tensions thrown in! Ben’s Twitter: https://twitter.com/D1Wheeler Full piece: https://horse...
A Summary of the Stock Market
26 Nov 2021
Contributed by Lukas
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 0...
Why are Gasoline Prices so High?
24 Nov 2021
Contributed by Lukas
What is going on in oil markets??? Full notes: https://horse-quart-a62.notion.site/W... Alex Good (goodalexander: https://www.youtube.com/watch?v=m7...
The Economic Importance of the Federal Reserve
22 Nov 2021
Contributed by Lukas
Everything you need to know about the Old/New Fed Chair!! Full notes: https://horse-quart-a62.notion.site/F... 00:00 - Intro 00:17 - W...
Should You Even Invest in the Stock/Crypto Market?
20 Nov 2021
Contributed by Lukas
Some thoughts on being bullish humanity. Full piece: https://kyla.substack.com/p/being-bul... Topics covered this week on Everything You Need to Kno...
What Could Crash the Housing Market?
18 Nov 2021
Contributed by Lukas
Everything you need to know about the Housing Market! full notes: https://horse-quart-a62.notion.site/H... Current state of the housing market MONTH...
The Most Important Inflation Metric That You've Never Heard Of
17 Nov 2021
Contributed by Lukas
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/d...
The Infrastructure Bill - Is it Actually Good?
16 Nov 2021
Contributed by Lukas
Everything you need to know about the Infrastructure Bill! **NOTE: I know there are concerns about the misallocation of capital, and that this is a ...
The Huge Opportunity of DAOs
15 Nov 2021
Contributed by Lukas
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 b...
Why the Stock Market (and Crypto) Won't Go Up Forever
12 Nov 2021
Contributed by Lukas
Full piece: https://kyla.substack.com/p/the-diver... Will the money that is generated by the meme cycle result in innovations that we never could have...
Will Inflation Destroy Everything?
12 Nov 2021
Contributed by Lukas
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 r...
How Does the Internet Work?
10 Nov 2021
Contributed by Lukas
Everything You Need to Know About Digital Infrastructure! Full piece here: https://kyla.substack.com This piece is sponsored by @iodigitalindex’...
The Growth Story of Roblox (and what's next)
09 Nov 2021
Contributed by Lukas
Everything You Need to Know About Roblox! Full piece here: https://kyla.substack.com/p/roblox-an... Organized notes: https://horse-quart-a62.noti...
How Elon Musk Moves Markets
08 Nov 2021
Contributed by Lukas
Everything You Need to Know About Elon Musk and Tesla! Full piece here: https://kyla.substack.com/p/how-elon-... 00:00 - Intro 00:34...
Why Speculation Drives Markets
05 Nov 2021
Contributed by Lukas
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 in...
The Federal Reserve | Is Inflation Really Transitory?
04 Nov 2021
Contributed by Lukas
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...
Stablecoins | Everything You Need To Know
03 Nov 2021
Contributed by Lukas
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 ...
The Metaverse | Everything You Need to Know
02 Nov 2021
Contributed by Lukas
Everything You Need to Know About the Metaverse The Metaverse is an expansive network of persistent, real-time rendered 3D worlds and simulations t...
Supply Chains | Everything You Need to Know
01 Nov 2021
Contributed by Lukas
Lets talk about supply chains So things have been pretty weird ever since Evergiven, the og stucky boi boat - but there are a host of other problems h...
Why Money isn't Real
29 Oct 2021
Contributed by Lukas
Memes are great. They get people invested. They allow for a certain element of growth and inflow because they are: Funny Trade FOMO fundamentals ...
The Core: The Importance of Connectors
26 Oct 2021
Contributed by Lukas
So whats going on here? We have bad policy (and we CAN fix this, as Huntsman outlines, as CoinCenter advocates for, etc). We have inflation - We do ...
volmaggedon and the rise of passive
20 Oct 2021
Contributed by Lukas
Full piece: https://kyla.substack.com/p/consumpti... In partnership with https://www.simplify.us/etfs A good piece on XIV: https://towardsdatasc...
consumption on-demand | the peril of the consumer
19 Oct 2021
Contributed by Lukas
Full piece: https://kyla.substack.com/p/consumpti... Music by Pick Patek - My Mind Is A Barrel (feat. Raindrop Relly & Charles Hussle) - https:...
the theories of interconnectivity
11 Oct 2021
Contributed by Lukas
https://kyla.substack.com/p/the-theories-of-interconnectivity 00:00 - Intro 00:51 - Theories of Interconnectivity 02:07 - Financial Edu...
supply chains and stucky bois
06 Oct 2021
Contributed by Lukas
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 ...
Cambrian Explosion 2.0
04 Sep 2021
Contributed by Lukas
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 ...
ownership but also wtf are nfts
28 Aug 2021
Contributed by Lukas
But all in all, we have a lot of people exploring this decentralized, tokenized world. Money is an abstraction of value. We want to own stuff. We want...
luxury goods and social investing apps
13 Aug 2021
Contributed by Lukas
I deep dive into: The process of time Apartment decorating Being ill Nikola and Elon Musk China and GDP Growth Financial Products and S...
collective belief is the new free cash flow
04 Jun 2021
Contributed by Lukas
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...