Panic with Friends - Howard Lindzon
Joe McCann of Asymmetric on Crypto and Unravelling the Current Banking Crisis (EP.254)
I’m excited to finally have my friend Joe McCann on ...
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May 18 2023 59m
Chapter 1 5 mins
IntroductionChapter 2 17 sec
Welcome JoeChapter 3 3 mins
Moving to PortlandChapter 4 1 min
Diving into AsymmetricChapter 5 2 mins
Credit Risk reminiscent of GFCChapter 6 10 sec
Bullish longer termChapter 7 1 min
Getting in to the crypto spaceChapter 8 3 mins
Digitization of moneyChapter 9 29 sec
Open source financeChapter 10 2 mins
Meaningful disruption in financeChapter 11 1 min
Finances’ ‘Napster’ momentChapter 12 4 mins
Crypto’s Market CapChapter 13 3 mins
Basic case for BitcoinChapter 14 1 min
Behavioral Finance side of cryptoChapter 15 1 min
Panic on real ratesChapter 16 23 sec
Are Bank Reserves strong?Chapter 17 3 mins
Regional Bank stressChapter 18 3 mins
Costs of borrowingChapter 19 3 mins
Addressing counterparty riskChapter 20 2 mins
When will the Fed ease?Chapter 21 1 min
Two things Joe’s excited aboutChapter 22 1 min
Wallet warsChapter 23 3 mins
Incorporating ChatGPT tradingChapter 24 3 mins
StablecoinsChapter 25 30 sec
Wrapping upChapter 26 1 min
Closing thoughts