Chris Whalen on Big Bank Earnings and the Ret...

This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair m ...  Show more

In this episode, Cem Karsan of Kai Volatility joins the show to discuss the bifurcation of the world economy, inequality & the election cycle, populism during a war-time economy, and the secular market rotation. Enjoy! __ Follow Cem: https://x.com/jam_croissant Follow Felix: http ...  Show more

It’s been a year since Silicon Valley Bank’s collapse left everyone worried that the US’s banking sector sat on shaky ground. Despite that turmoil, one bank stands out: JPMorgan Chase. The largest bank in the country, JPMorgan took home record profits in 2023, and its dom ...

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Wall Street’s worries about a ballooning deficit that threatens America’s status as a safe haven were reflected in a $16 billion Treasury sale that saw lackluster demand - with stocks, bonds and the dollar fall ...  Show more

On today’s show we’re taking another look at what is happening in banking and at some of the risks that are inherent.

The leaders at SVB made a strategic error. They failed to hedge their interest rate portfolio. After years of low interest rate policy and continued gui ...

US regulators stepped in over the weekend to ensure that customers of the collapsed bank will have access to their insured and uninsured deposits. This is calming markets after last week's losses, with the S&P 500 set to open sharply higher and investors reducing bets on c ...