PODCAST · business
FINANCE MARK
by I do finance because finance is awesome
Finance is awesome. This podcast discusses financial developments. I aim to add value to the cacophony of finance noise. I am an experienced angel investor, board member, and finance expert. And, I have written more than 35 peer reviewed finance articles. financemark.substack.com
Episodes
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Interest Rates to be Higher for Longer
Interest Rates and Inflation look set to remain higher for longer, at least according to Ken Griffin and Howard Marks, and (presumably) Bill Ackman and (seemingly) Jerome Powell. #InterestRates #Inflation
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The US Debt Ceiling Crisis Explained
If it feels like the US is lurching from debt crisis to debt crisis, that might be because it is. At the time of recording, congress is considering whether to raise the “debt ceiling”. Again. The debt ceiling is the limit on how much the US government can borrow overall, including to satisfy...
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Anheuser-Busch’s stock price has tanked. Time to buy the dip?
This is a free preview of a paid episode. To hear more, visit www.finomics.au Anheuser-Busch’s stock price has fallen more than 3%, and lost $4 Billion on the back of the Bud Light / Dylan Mulvaney controversy. The background scenario is that Bud Light (an Anheuser-Busch brand) secured Dylan...
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Warren Buffett warns of more Bank Failures
This is a free preview of a paid episode. To hear more, visit www.finomics.au Warren Buffett has suggested that “we’re not through with bank failures”. However, depositors need not be concerned. So, what exactly did Warren Buffett say? And, what are the trading implications Warren Buffett…
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Jamie Dimon: Banking crisis is "not yet over" and was "hiding in plain sight". Warns on regulation.
Jamie Dimon has noted that the banking crisis was 'hiding in plain sight' and that regulators already knew about SVB's risks, however had seemingly not acted upon them. He has also warned that the crisis is not yet over and has cautioned against regulatory overreach. Jamie Dimon highlights that...
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Michael Burry says he was “wrong” to say “sell”
Michael Burry has said that he was “wrong” to say “sell” in February 2023. Of course, after he tweeted “Sell”, the market surged and then did a round trip. In hindsight, that was indeed wrong. But, aside, from what materialized in hindsight, what else might be behind his admission? Michael…
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Why did Silicon Valley Bank fail?
But why did the US bank fail? Should we expect the Great Depression and heightened volatility all over again for the financial system? Or are there more company specific factors at play in the SVB collapse? Let’s see how the banking sector disaster unfolded, causing US regulators to step in in…
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Warren Buffett bets big on transport infrastructure: buys Pilot Flying J
Warren Buffet and Berkshire Hathaway have revealed a significant investment in transport infrastructure. They have spent $8.2 Billion to acquire another 40.4% of Pilot Flying J. This is in addition to the 38.6% that they acquired in 2017 for $3.2 Billion. Berkshire Hathaway now owns 80% of Pilot...
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Michael Burry criticizes Student Debt Relief
Student debt relief is controversial. Many former students struggle under significant debt loads. However, many others never attended college or have already repaid their loans. The Biden administration has announced student debt relief of up to $10,000. However, this has been challenged at…
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Warren Buffett slams Democrats over buyback opposition
Warren Buffett has slammed democrats and critics of stock buybacks. In Berkshire Hathaway’s annual letter to shareholders, Warren Buffett has labeled them as ‘economic illiterates’ and ‘silver tongued demagogues’. Is Warren Buffett correct? The buyback critics argue that buybacks are nefarious....
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Why do central banks often get it wrong?
Central banks have made some infamously bad predictions. Jerome Powell insisted that inflation would be ‘transitory’ and did so long after analysts suggested it was not. RBA Governor Lowe insisted that the RBA would not raise rates until 2024. ECB President Lagarde asserted that it would be ‘very...
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Are windfall taxes such a good idea?
Windfall taxes have become popular with politicians. They seem like a convenient way to raise revenue while also scapegoating evil corporations for society’s problems. They are also controversial and have met with skepticism. Michael Burry – of Big Short fame – has scorched them as “stupid” and...
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Why is bad news now good news for stocks?
Layoffs are usually associated with worsening economic conditions. After all, if the economy is booming and demand is increasing, surely companies would need more – not fewer – workers. But why then do stock prices increase on layoff announcements? Salesforce is an example. Salesforce announced...
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SBF pleads not guilty. But why?
Sam Bankman-Fried has now pled not guilty to eight fraud-related charges. This is curious. Caroline Ellison and Gary Wang have already pled guilty to related charges and agreed to testify against SBF, where relevant. The course also made two relatively minor decisions while entering SBF’s not...
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Michael Burry predicts 2023 Recession and Deflation
Michael Burry - of Big Short fame - has predicted that the US will enter recession in 2023. He has also asserted that inflation has peaked and that the US might experience deflation in 2023. Is he correct? What are CEOs saying? We can start with what CEOs are saying about the economy. On the one...
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Is SBF Hiding Money? Did he just cash out $684k - $1.5m
There have been reports of suspicious transactions involving Alameda accounts. Money has reportedly moved from several Alameda accounts into wallets associated with SBF. The money has then been cashed out. This reportedly totals between $684 thousand and $1.5 million. The series of transactions…
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Crypto's Horror Year and Biggest Losers
It has been a shockingly bad year for crypto. During 2022, Bitcoin fell 65% and Ethereum fell 68%. And myriad smaller coins have suffered similar fates. Shiba and Doge have both fallen precipitously. And, other poop coins went to zero. There have also been innocent victims. People who were duped…
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China Reopens and scraps quarantine. But there are risks
China will scrap quarantine requirements for inbound travelers. This is a step away from China’s stringent covid policies. However, there are risks and a surge in illnesses seems inevitable. The precise catalyst for the move could be severalfold. It could be that Xi Jinping regarded his position…
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Caroline Ellison's shocking testimony
Caroline Ellison’s court testimony has been unsealed. This follows her prior guilty plea to seven fraud-related charges. Caroline Ellison has revealed massive fraud at FTX and Alameda Research. In her testimony, she reveals that FTX misused and comingled customer funds. Alameda Research was a...
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How to identify crypto trash. And why Marshmello Finance MARSH3 is awful
Crypto scams are a plague. They range from finfluencer scams through to bot laden spam. Indeed, my own videos on YouTube have been innundated with bots. The crypto bots are infuriating for everyone. For content creators, they make it difficult to see genuine comments. Filtering out words does not...
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Caroline Ellison and Gary Wang plead guilty over the FTX collapse
FTX has been described as “worse than Enron”. However, there have finally been repercussions. Caroline Ellison and Gary Wang have pled guilty over FTX’s collapse. Caroline Ellison Caroline Ellison has pled guilty to seven fraud-related charges. These include wire fraud and conspiracy to commit…
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How Forbes exploits writers
Journalism needs genuine expertise Journalism has received its fair share of criticism in recent years. Some of it is warranted. Some of it is merely the petulant writhes of powerful people being confronted with truths they would rather deny. Elon Musk has certainly expressed his views in any…
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Michael Burry: Crypto Audits "essentially meaningless"
Michael Burry has slammed crypto audits as “essentially meaningless”. But, is he correct? In short yes. But the situation is complicated. Crypto audits and proof of reserves have significant issues. They are incomplete. And, they can give people a false sense of security. Key problems involve: *...
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ABOUT THIS SHOW
Finance is awesome. This podcast discusses financial developments. I aim to add value to the cacophony of finance noise. I am an experienced angel investor, board member, and finance expert. And, I have written more than 35 peer reviewed finance articles.
financemark.substack.com
HOSTED BY
I do finance because finance is awesome
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Frequently Asked Questions
How many episodes does FINANCE MARK have?
FINANCE MARK currently has 23 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is FINANCE MARK about?
Finance is awesome. This podcast discusses financial developments. I aim to add value to the cacophony of finance noise. I am an experienced angel investor, board member, and finance expert. And, I have written more than 35 peer reviewed finance articles. financemark.substack.com
How often does FINANCE MARK release new episodes?
FINANCE MARK has 23 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to FINANCE MARK?
You can listen to FINANCE MARK on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts FINANCE MARK?
FINANCE MARK is created and hosted by I do finance because finance is awesome.
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