Mon, 20 March 2023
Alf is Italian but is coming today from the Netherlands. He and Jason talk about some of the factors that contributed to the collapse of the Silicon Valley Bank, the largest bank failure since the 2008 financial crisis. They discuss the moral hazard involved, mismanaged portfolios and the lack of proper risk management- factors that culminated on the banks demise, making investors question whether this will spark a broader banking meltdown. Key Takeaways: Jason’s editorial 1:21 Hope you enjoyed last episode 2:03 Listen to Jason’s “10 commandments of successful investing”: Thou shalt maintain control! 4:38 Housing inventory keeps falling- where’s the crash? 7:10 Almost 25% of mortgages are 3% or lower 8:19 On to our guest with a deep dive into the current banking crisis Alfonso Peccatiello interview 9:14 Alf, coming from the Netherlands 10:03 3 Bank collapses; a summary of what really happened 13:42 US Banks loan-to-deposit ratios 16:06 Moral Hazard and a mismanaged portfolio 19:16 Big banks hedge interest rate risks- NOT SVB 22:28 Lax regulatory and accounting laws in the US for small banks 23:34 Who benefited from the collapse 24:36 Securities portfolio mix as of December 31, 2022; distinguishing between small and highly regulated banks 29:29 SVB ‘woke’ programs and the lack of proper risk management 30:39 Bank failures 2001 to 2023; are more bank collapses coming 31:56 At risk: the real estate market; unaffordable housing leads to more renters 34:50 Compared to what 37:43 The booming labor market 39:02 Credibility & central banks; Blackstone & KKR, Jerome Powell & Paul Volcker 44:25 There is no distressed home owner 48:10 Institutional investors- what their capital stack or debt structure is like 49:32 Step up your macro game https://www.themacrocompass.com
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: Free Mini-Book on Pandemic Investing:
Direct download: CI_320__CW_1973_-_Banking_Collapse_Silicon_Valley_Bank_with_Alfonso_Peccatiello_v1.mp3
Category:general -- posted at: 1:00pm EDT |
Fri, 17 March 2023
Listen in as Jason explains the debacle that is the Silicon Valley Bank collapse, the ripple effects it's having in the banking community, the poison pill the FED has placed in the housing market and how it has painted itself in a corner. He also talks about what the government can do, how you can use his patented Inflation Induced Debt Destruction strategy to come out on top in these uncertain times and how you can protect your assets. Just go to https://www.jasonhartman.com/Protect for more details. Key Takeaways: 1:18 Silicon Valley Bank and Bank Run: Margin Call 2:47 Catch the Ron Paul FlashBack Friday episode and thanks to all who attended the Alabama Property Tour 3:11 Fear of Contagion and a taxpayer funded bailout; the tech dot com bubble 7:09 Children in adult bodies and a history of manias 8:28 The SVB crisis explained 10:37 Runaway inflation or banking system collapse, memes 12:45 Signature bank and Silvergate; SVB holdings compared to other banks 20:32 Alf from Twitter 21:25 US bank loan-to-deposit ratios 22:55 While SVB collapsed, top executive pushed "woke" programs 27:16 Memes and more memes; CNBC's Jim Cramer urged viewers to buy shares of SVB last month 30:41 Bank failures 2001 to 2023 32:17 SVB financial deposits, quarterly net change 33:35 SVB's insured versus uninsured deposits 34:08 Biggest bank failures and the FDIC 35:01 FREE class: CYA protect your assets, save taxes and estate planning 36:38 The decision to bail out SVB 38:13 What can we do; the 2 year treasury yield and Inflation Induced Debt Destruction
Mentioned: https://www.jasonhartman.com/Protect
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: Free Mini-Book on Pandemic Investing:
Direct download: CI_319__CW_1972_Silicon_Valley_Bank_Run_Runaway_Inflation_Banking_System_Collapse_Protect_Your_Assets_Inflation_Induced_Debt_Destruction_v1.mp3
Category:general -- posted at: 2:00pm EDT |
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