Let's Appreciate

Please follow these researchers and journalists:  https://twitter.com/i/lists/149685791...Please donate here if you can: https://www.notion.so/Donate-1b8dccdf... Ben and Kyla's previous video on this: https://www.youtube.com/playlist?list... Kyla's Research  Update on Russia and Ukraine: https://kyla.substack.com/p/update-on...Brief Update on Russia and Ukraine: https://kyla.substack.com/p/a-brief-u...

00:00 - Intro 00:27 - Simplify 00:53 - Credit Markets 02:40 - Corporate Bond Structure 04:03 - Things Bad 04:50 - Bond Risk 06:59 - Measuring Bond Risk 08:27 - Credit Spreads 10:20 - Corporate Bonds 14:14 - What's going on rn 16:07 - Final Thoughts

Notes https://www.notion.so/Russia-Update-2... 00:00 - Intro 00:30 - Brief Update 00:56 - Positioning 01:32 - Cybersecurity 01:52 - NATO 02:31 - China and Russia 02:54 - More positioning 03:16 - Crypto 03:29 - Energy 03:43 - Outcome 04:10 - Ben 13:45 - Final Thoughts

https://kyla.substack.com/p/irrational-idealism-inflation-and

video: https://www.youtube.com/watch?v=Wnjvp1s1vZU research: https://kyla.substack.com/p/the-polarization-of-crypto-narrative

Full piece here: https://www.notion.so/Jan-28-Natural-...   natural gas, volatility in the energy markets  00:00 - Intro 00:55 - Revenue vs Fuel 01:57 - Russia and Europe 03:18 - Oil 04:43 - Potential Solutions 05:34 -Russia’s POV 05:57 - Market Mechanics 06:22 - Crypto 07:06 - Coal 7:57 - Final Thoughts

Notes: https://www.notion.so/FOMC-notes-13b6... 00:00 - Intro 00:41 - Brief Context on Fed 02:04 - Structure of a Fed Meeting 02:40 - Rate Hikes 03:43 - Balance Sheet 04:55 - Market Response 06:59 - Speedy Fed 08:42 - What's next?

https://www.youtube.com/watch?v=8IOjZlQuyW4

https://youtu.be/b5SSvl3Uygg As always, this is not meant to be speculation, but rather analysis. And this is a rapidly evolving situation, so this is what we know so far, as well as some potential impacts for the future (especially with energy markets).  Please check out this Notion document for a full list of sources and journalists: https://horse-quart-a62.notion.site/R... https://twitter.com/Osinttechnical https://twitter.com/NatashaBertrand https://twitter.com/RALee85 https://twitter.com/KofmanMichael https://twitter.com/TommyLundn https://twitter.com/JavierBlas https://twitter.com/JakeCordell

https://kyla.substack.com/p/narratives-reflexivity-and-market https://www.youtube.com/watch?v=kQu5DOpcyaE&t=11s