Anatomy of a Bank Run, Bigger is Better?, and Stocks vs. Bonds 3/29/23
It’s Day 2 for bank regulators on Capitol Hill. The biggest revelation so far? $100 billion was about to leave Silicon Valley Bank in a single day. The digital age is changing the game for bank runs, and how to prepare for them. We’ll look at how regulators plan to address that. Plus, our market expert insists the inflation downtrend is about to resume. We’ll ask what makes him so sure, and how he’s positioning as a result. And, investors have been piling into treasurys this year. So has the trade become too crowded? One of our guests says “yes,” and will tell us what he’s buying instead.
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Show Notes
It’s Day 2 for bank regulators on Capitol Hill. The biggest revelation so far? $100 billion was about to leave Silicon Valley Bank in a single day.
The digital age is changing the game for bank runs, and how to prepare for them. We’ll look at how regulators plan to address that.
Plus, our market expert insists the inflation downtrend is about to resume. We’ll ask what makes him so sure, and how he’s positioning as a result.
And, investors have been piling into treasurys this year. So has the trade become too crowded? One of our guests says “yes,” and will tell us what he’s buying instead.
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