First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23

1

Introduction

00:00 • 5min

2

The Fed Should Have Put Monetary Policy More in Concert With Supervisory Policy

05:04 • 3min

3

The Fed's Response to the Inflation Problem

07:39 • 5min

4

The Fallout From the Fed's Uninsured Deposit Report

12:14 • 2min

5

The Fed Meeting and the Banking System

13:56 • 3min

6

The Uncertainty in the Market

16:37 • 2min

7

How Much of a Headwind Is It?

18:57 • 2min

8

The First Republic Bank and the Bankruptcy

21:16 • 3min

9

The Financial Euphoria Episode

24:43 • 5min

10

Lenovo ThinkPads: The Future of Workplace Productivity

29:30 • 3min

11

The Impact of Tightening Credit and a Slowing Economy on Earnings Exchange

32:09 • 5min

12

Alphabet's CEO Sundor Pichai: What's Got Him All Rid Up?

37:38 • 2min

13

Google's Ai Lead to Microsoft's

39:29 • 4min

14

Tenable's Shares Are Down 20 Percent in Q2

43:27 • 6min