
The Exchange First Republic’s rescue, Charlie Munger’s warning, and Brad Gerstner’s harsh words 5/1/23
May 1, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 5min
The Fed Should Have Put Monetary Policy More in Concert With Supervisory Policy
05:04 • 3min
The Fed's Response to the Inflation Problem
07:39 • 5min
The Fallout From the Fed's Uninsured Deposit Report
12:14 • 2min
The Fed Meeting and the Banking System
13:56 • 3min
The Uncertainty in the Market
16:37 • 2min
How Much of a Headwind Is It?
18:57 • 2min
The First Republic Bank and the Bankruptcy
21:16 • 3min
The Financial Euphoria Episode
24:43 • 5min
Lenovo ThinkPads: The Future of Workplace Productivity
29:30 • 3min
The Impact of Tightening Credit and a Slowing Economy on Earnings Exchange
32:09 • 5min
Alphabet's CEO Sundor Pichai: What's Got Him All Rid Up?
37:38 • 2min
Google's Ai Lead to Microsoft's
39:29 • 4min
Tenable's Shares Are Down 20 Percent in Q2
43:27 • 6min
