Let's Appreciate podcast

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Agregado hace tres años

المحتوى المقدم من Kyla Scanlon. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Kyla Scanlon أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/state-secrets-inside-the-making-of-the-electric-state">State Secrets: Inside The Making Of The Electric State</a></span>

1
State Secrets: Inside The Making Of The Electric State

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منذ 1 dayمنذ 1d ago

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Step inside the world of The Electric State! Join host Francesca Amiker as she takes you behind the scenes of Anthony and Joe Russo’s epic new Netflix adventure. Over six in-depth episodes, explore how the filmmakers transformed Simon Stålenhag’s stunning graphic novel into a cinematic experience like no other. Exclusive interviews from the cast and crew—including Millie Bobby Brown, Chris Pratt, Stanley Tucci, and the Russo Brothers—will help break down the film’s jaw-dropping visuals, emotional core, groundbreaking technology AND the creative secrets that make The Electric State. Join us in the countdown to The Electric State premiering exclusively on Netflix on March 14th. State Secrets: Inside The Making of The Electric State coming March 7th.

Let's Appreciate

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A podcast about capital appreciation, the stock market, the economy, amongst other things

186 حلقات

#Business #Kyla Scanlon #Federal Reserve

Let's Appreciate

43 subscribers

updated منذ عام واحد

منزل السلاسل•Feed

A podcast about capital appreciation, the stock market, the economy, amongst other things

186 حلقات

#Business #Kyla Scanlon #Federal Reserve

كل الحلقات

Let's Appreciate

1
DeepSeek, the Federal Spending Freeze, and America’s Innovation Crisis 17:25

منذ 6 weeks17:25

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17:25

Nvidia just lost $600 billion in value in a single day—the largest single-stock drop in history—and all because of a Chinese AI startup called DeepSeek. But this isn’t just about Nvidia or AI. It’s about how America is battling its own assumptions about innovation, efficiency, and progress. In this video, I'll talk about (1) how DeepSeek built a groundbreaking AI model for just $6 million (2) why U.S. tech companies like Meta and OpenAI are spending billions—and if that’s sustainable (3) the impact of federal funding freezes and policy decisions on America’s innovation pipeline (4) why the U.S. might be stuck in a “cold war” with itself over how progress should look and (5) what this means for the future of AI, talent allocation, and global competition. DeepSeek isn’t just disrupting the AI industry; it’s forcing us to ask some hard questions about how we measure success. 00:00 Intro 00:58 Our Broader Challenges 03:08 What Is DeepSeek? 05:00 How did they do it? 05:27 Innovation 08:40 The State of Tech 11:49 Financial Engineering 12:58 Talent 15:45 Final Thoughts EIG paper: https://eig.org/exceptional-by-design/ Music Used 'Shadows and Dust' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au 'Nightfall' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au 'Incantation' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au 'Shoulders Of Giants' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au 'Uprising' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au 'Anna's Theme' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au 'Parasite' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au 'Shoulders Of Giants' by Scott Buckley - released under CC-BY 4.0. www.scottbuckley.com.au DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.…

Let's Appreciate

1
The Year Narrative Ate Reality 11:40

منذ 11 weeks11:40

11:40

Full substack: https://kyla.substack.com/p/the-year-narrative-ate-reality

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1
Trust as the Next Great Commodity 15:01

منذ 12 weeks15:01

15:01

We talk about the concept of trust as a commodity and discuss how to invest when trust is scarce. Spectra School: http://www.spectramarkets.com/school/ Hanks Video: https://www.youtube.com/watch?v=d8PndpFPL8g&t=40s How Trump Won: https://kyla.substack.com/p/how-trump-won-what-happens-next-and 00:00 Introduction and Overview 00:24 Special Sponsor Segment 01:15 Current Global Events and Trust 02:40 Investing in Trust Portfolios 04:51 Framework for Evaluating Companies 06:34 The Cycle of Apathy and Trust 10:13 Rebuilding Trust: Individual and Societal Efforts 12:11 Actionable Takeaways for Investors 14:14 Conclusion and Final Thoughts Disclaimer: This is not financial advice or a recommendation for any investment. The Content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.…

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1
Thanksgiving to Black Friday: The Beauty of Supply Chains 9:25

منذ 14 weeks9:25

9:25

The economics of Thanksgiving and Black Friday! 00:00 Intro 00:29 Turkeys 01:25 Supply Chain 03:18 The Sweet Potato Belt and Pumpkin Capital 04:34 Black Friday 04:59 The Impact of Smartphones on Shopping 05:34 Game Theory and Price Tracking 06:37 The Future of Black Friday 08:34 Conclusion Sources https://www.youtube.com/watch?v=jjcjvNvvGLc https://www.youtube.com/watch?v=bN7mG9srVh4 https://www.youtube.com/watch?v=Qsnck0LV8w4 https://www.youtube.com/watch?v=_4h-W6cHWj8 https://www.youtube.com/watch?v=lL2-HOzByBY https://www.youtube.com/watch?v=nk2MBd5hmHQ 📚 Want to learn more? Check out: Newsletter: kyla.substack.com Book: "In This Economy?" Podcast: Let's Appreciate 🔗 Follow for daily economic insights: TikTok: @kylascan Instagram: @kylascan LinkedIn: @kylascan DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.…

Let's Appreciate

1
Understanding Trump's Tariffs 11:38

منذ 15 weeks11:38

11:38

What even are tariffs 00:00 Tariffs 01:45 History 02:40 Why does Trump Like Them? 05:02 Market Response 09:30 The Economic Impact 📚 Want to learn more? Check out: Newsletter: kyla.substack.com Book: "In This Economy?" Podcast: Let's Appreciate 🔗 Follow for daily economic insights: TikTok: @kylascan Instagram: @kylascan LinkedIn: @kylascan DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.…

Let's Appreciate

1
Why Everything is Still Expensive: A Fed President Explains 29:32

منذ 15 weeks29:32

29:32

I had questions. A lot of them. So I sat down with someone who might have answers - Mary Daly, President and CEO of the San Francisco Fed. She's one of the people actually making the decisions that affect your money. Five big things I wanted to understand: Why everything still feels so expensive What's really happening with jobs Why Wall Street and Main Street feel like different planets How the Fed makes these massive decisions Whether they can actually fix this 00:00 Intro 02:10 Some History 07:30 Price Stability 10:33 The Fed Test 11:05 The Price Problem 18:47 The Labor Market 22:52 The Path Forward Sources https://www.youtube.com/watch?v=laSqNpmCeQk https://www.youtube.com/watch?v=SxTnOWDw31s https://www.youtube.com/watch?v=mL-OaWx9LrM https://www.youtube.com/watch?v=wLyh5fSTLLw https://www.youtube.com/watch?v=M7nj2X-yl_U&t=12s https://www.youtube.com/watch?v=rVDE5Q74EhM&t=253s https://www.youtube.com/watch?v=512mhHUoJgk https://www.youtube.com/watch?v=jheesQ8ot3g https://www.youtube.com/watch?v=8b03af6b670 https://www.youtube.com/watch?v=dTivWJvGYtI https://www.youtube.com/watch?v=kuNCfkDtPNk 📚 Want to learn more? Check out: Newsletter: kyla.substack.com Book: "In This Economy?" Podcast: Let's Appreciate 🔗 Follow for daily economic insights: TikTok: @kylascan Instagram: @kylascan LinkedIn: @kylascan DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.…

Let's Appreciate

1
How Donald Trump Won and What Happens Next for the Economy 48:57

منذ 16 weeks48:57

48:57

Donald Trump’s election has ben elected the 47th president of the United States. Here's what it means and what could happen next. Newsletter: https://kyla.substack.com/p/how-trump-won-what-happens-next-and Sources https://www.youtube.com/watch?v=MkrNsNDaXS8 https://www.youtube.com/watch?v=4t0S9zZn2QQ https://www.youtube.com/watch?v=3kBiyueN-l4 https://www.youtube.com/watch?v=SgUD03R50oc https://www.youtube.com/watch?v=fTxECVof1GY https://www.youtube.com/watch?v=xpG0PBsuLjU https://www.youtube.com/watch?v=wwzHi5C6y2E https://www.youtube.com/watch?v=D3ptpdZwNb0 https://www.youtube.com/watch?v=m3ErLnADwX4 https://www.youtube.com/watch?v=-Q29HmHSgfk https://www.youtube.com/watch?v=mcHCpyfMavA https://www.youtube.com/watch?v=PFw--KOUtCE https://www.youtube.com/watch?v=3-PmFUV-dtw https://www.youtube.com/watch?v=BJOMfH08waI https://www.youtube.com/watch?v=tF-I9I1k9J0 https://www.youtube.com/watch?v=WkyPPEqjHdc https://www.youtube.com/watch?v=8d3wzom0RNw https://www.youtube.com/watch?v=_4jWMKC4nZw https://www.youtube.com/watch?v=KaWihejcGcM https://www.youtube.com/watch?v=hb28kAavh0M https://www.youtube.com/watch?v=6Xa9T2OMzmw 00:00 Intro 01:17 Why Did DJT Win? 01:57 The Role of the Manosphere 03:59 No One Wants to be an Incumbent 04:41 Economic Disconnect 05:42 Inflation 07:42 Inequality 11:18 Structural Affordability 12:41 The Information Problem 15:32 Institutional Credibility 19:08 The Disconnect 20:40 Policy and Person 21:55 Biden Retrospective 27:43 How to Fix It 29:35 Trump's Agenda 31:20 Tariffs 38:21 The Market 40:34 What is Happening 45:13 The Path Forward DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.…

Let's Appreciate

1
Comparing Economic Policies: Harris vs. Trump - A Deep Dive 29:16

منذ 18 weeks29:16

29:16

I follow the outline of the CRFB here. In this episode, we break down the economic policy proposals of two major candidates: Kamala Harris and Donald Trump. We analyze their plans on taxes, healthcare, education, housing, and more, providing insights into how each policy could impact the economy. We draw from multiple sources, including CRFB and Budget Model, to offer an objective comparison. Key topics discussed include tax cuts, social spending, border security, tariffs, and long-term economic stability. Find out which candidate's policies could be better for the U.S. economy and why. Sources https://www.crfb.org/papers/fiscal-impact-harris-and-trump-campaign-plans https://itep.org/kamala-harris-donald-trump-tax-plans/ https://budgetmodel.wharton.upenn.edu/issues/2024/8/26/trump-campaign-policy-proposals-2024 https://budgetmodel.wharton.upenn.edu/issues/2024/8/26/harris-campaign-policy-proposals-2024 https://youtu.be/qdgIP6IjHdk?si=XARLjRYCIHlCuEBf https://youtu.be/AnO-QPn5v58?si=OweXWRAE-GHnYS_u https://youtu.be/oxufaMb37SE?si=dCavn3EYGDtDG11p https://youtu.be/2ec4Oa2L1fo?si=zDmAaeT560GXKP4l https://youtu.be/8GH-zVMGuWw?si=BeSHFAqOmoXeO6q3 https://youtu.be/MVph94jk8ZM?si=M8FVXFUKJ0mpoHaE https://youtu.be/oc_voADxXFE?si=bdGnL9vegml5WrVe https://youtu.be/Fv03JJ_GaIQ?si=hb8USPAaYFvhxm7z https://youtu.be/uAyo4sywXG8?si=fd2ORSf1bOjCcY6c https://youtu.be/UWgndJn1jUI?si=QC1ZD35jymumlz09 https://youtu.be/Mt-y2_Q1EkU?si=6Gd7lZfptxVRRaey https://youtu.be/KxYdVTETwu4?si=RjMyUrocIWhiKZDf https://youtu.be/btB3ghpu5RI?si=h7Hd0F2-MHokjOsB https://youtu.be/_-eHOSq3oqI?si=Jp4SQIThvAJfFNFl https://youtu.be/pPlhS22BG9k?si=atlv3nR_zYr4ih6G https://youtu.be/KmQLhtlHO1o?si=_bY4IAclwOoFQXFS…

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1
What the Longshoremen Strike Means for the Economy 14:57

منذ 23 weeks14:57

14:57

Massive Longshoremen Strike: Implications for US Economy, Jobs, and Automation The international longshoremen's association has initiated a large-scale strike on the East and Gulf coasts of the United States, risking substantial economic activity and millions of jobs. In this episode, we discuss the demands of the 45,000 striking dock workers, the potential economic impact (up to $4 billion loss per day), and the broader consequences for the US economy amid the upcoming election, holiday season, and global tensions. Key points include the dock workers' push for higher wages and a ban on automation, the response from the United States Maritime Alliance, the Biden administration's stance, and the strike's potential to fuel inflation. Additionally, we explore the historical context of automation resistance and the need for future labor retraining programs. 00:00 ILA Strike 01:10 What is a longshoremen? 03:13 usmx 04:37 Automation 07:21 monetary policy 08:56 role of luddite 10:29 openai 11:48 Worker support…

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1
How Dating Apps Contribute to the Demographic Crisis 21:57

منذ 25 weeks21:57

21:57

The dating apps are under a lot of pressure. Falling revenues, people not wanting to pay, and Gen Z seemingly uninterested have led to collapsing stocks and circling activist investors. Their only path forward is monetization - but what does that mean for the demographic crisis? 00:00 Introduction: The Pressure on Dating Apps 00:11 The Monetization Dilemma 00:23 The Online Dating Landscape 02:18 The Rise of Match Group 04:15 The Big Three: Tinder, Hinge, and Bumble 06:15 The Financial Struggles of Dating Apps 07:15 User Dissatisfaction and Declining Interest 15:06 The Demographic Crisis 19:58 Possible Solutions and Future Outlook 20:49 Conclusion and Final Thoughts Videos used in this video • Hinge's Makeover: The New Era For Dat... https://archive.org/details/CyberDat • This company owns almost EVERY DATING... • Tinder CEO on why the firm is launchi... • Hinge CEO responds to accusations the... • How Dating Apps Make Money and Why It... • Dating app stocks: Grindr has prosper... • Time to swipe right on dating app sto... • Scott Galloway: The Real DANGER Of Da...&...…

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1
Home Insurance is a Really Big Problem 16:36

منذ 28 weeks16:36

16:36

We talk a lot about building more housing, but we do not talk enough about the risk of home insurance. We have massively underpriced risk in many parts of the economy. This leads to things like financial nihilism and distrust, which is why we see a world divided - partially because the risk models are all wrong. 00:00 Introduction to Kamala Harris's Economic Proposals 00:09 Detailed Housing Policies 01:14 Supply and Demand in Housing 01:37 The Broader Impact of Housing Shortages 02:29 The Complexity of Housing as an Asset 03:18 Challenges in Home Building 03:47 The Home Insurance Crisis 08:53 Economic and Financial Implications 09:44 Regulatory Issues and Underinsurance 11:09 Reinsurance and Secondary Perils 13:03 Future Paths and Solutions 14:55 Updating Risk Models for the Future 17:44 Conclusion and Final Thoughts…

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1
How Do We Fix the Economy? 25:03

منذ 29 weeks25:03

25:03

In this episode, we explore pressing economic questions with Jared Bernstein, Chair of President Biden's Council of Economic Advisors, and Daniel from the National Economic Council. Topics covered include the current state of inflation, the labor market, and the housing market. Key discussions focus on understanding inflation indicators like CPI and PPI, the impact of government policies on housing and rental affordability, and the role of fiscal and monetary policy in addressing economic challenges. The episode also delves into broader economic issues such as child care, eldercare, wealth inequality, and trade policy. Through these conversations, the episode emphasizes the importance of having concrete policy solutions to improve the economy and help the average consumer. 00:00 Intro 01:20 Inflation 05:35 Labor Market 11:33 Housing 23:29 Conclusion…

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منذ 1 year12:44

12:44

Jerome Powell and the Federal Open Market Committee's Stance: The Federal Open Market Committee, led by Jerome Powell, is indicating a pause in interest rate hikes, highlighting a need for caution and careful consideration of "highly elevated" geopolitical risks and other uncertainties. There's potential for a move in December or later, but conditions need to be met based on comprehensive incoming data, the evolving outlook, and risk assessment. Despite the higher long-term yields, Powell suggests less need for the Fed to hike rates. Reasons for the rise in yields include government budget deficits on an unsustainable trajectory. Bond Markets: Bond markets are currently leading to tighter financial conditions, partly due to positive views on the U.S. economy's strength, not just expectations regarding the Federal Reserve. Powell emphasizes the importance of understanding the reasons behind bond yield fluctuations; this understanding affects the central bank's actions. Rising borrowing costs may be influenced by U.S. growth expectations and concerns over significant federal deficits. Debt and Deficit Concerns: Current federal deficits, particularly during a period of full employment, are unprecedented. While the unsustainable nature is agreed upon, there's debate over when it becomes problematic. The term premium, which represents the extra yield investors require for investing in longer-term assets, might be increasing. Foreign economic growth, especially China's, is slowing down, impacting the bond market. Aging populations in developed countries suggest more debt issuance in the future. Historical Perspective: This could be a new normal JPM Podcast: https://atanyrate.podbean.com/e/us-fi... WSJ: https://www.wsj.com/economy/central-b... Notes: https://kylascan.notion.site/What-is-... Blog: https://kyla.substack.com Linkedin: / kylascanlon TikTok: / kylascan Twitter: / kylascan Instagram: / kylascan All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.…

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

Nespresso Capsules Vertuo, Variety Pack, Medium and Dark Roast Coffee, 30 Count Coffee Pods, Brews 7.8 oz.

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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