Let's Appreciate
Kyla Scanlon
A podcast about capital appreciation, the stock market, the economy, amongst other things
Episodes
Mentioned books
Jan 7, 2022 • 42min
Tipping Dominoes in Kazakhstan: Corruption, Uranium, and Crypto
Very excited to have Michael on to talk about Kazakhstan.
We discuss the history of the country, the current situation, especially relative to Russia, the state of the energy markets and the impact this could have on oil, the impact it could have on crypto markets, and finally, what could happen next.
Michael:
https://www.theredlinepodcast.com
https://twitter.com/MikeHilliardAus
00:00 - Intro
01:20 - History
10:00 - The CTSO
12:00 - Authoritarian Protests
15:59 - Stability of the Regime
17:15 - Putin’s Response
19:55 - China’s Involvement
22:13 - Uranium Markets
23:27 - Stability of Energy Markets
25:13 - The Lost Dubai
28:08 - Afghanistan
29:38 - Crypto
32:23 - Russia Peacekeeping
35:30 - The Borders
37:58 - Will this happen elsewhere?
40:08 - Final Thoughts
Jan 6, 2022 • 10min
What is Going on in Kazakhstan?
Please note - this is a really broad and brief overview of what’s going on. I did not go into detail on many important subjects. Please see these names below for more.
Researchers/Journalists/Academics
https://twitter.com/CreativeCorazon
https://twitter.com/EricaMarat
https://twitter.com/joannalillis
https://twitter.com/Peter__Leonard
https://twitter.com/KassenovaNargis
https://twitter.com/SchatzEd
https://twitter.com/aygeryma
https://twitter.com/PaoloBottleneck
https://twitter.com/colleenwood_
https://twitter.com/zhapisheva
And more, please refer to this: https://horse-quart-a62.notion.site/Kazakhstan-be4178aeac044b588da641c93793887f
Jan 4, 2022 • 12min
Do Price Controls Destroy the Economy?
Please note, this video is not meant to be any sort of malintent on Dr. Weber’s article, just around price controls and the literature around them.
Notes: https://drive.google.com/file/d/1GSOI...
Dec 29, 2021 • 14min
These 5 Stocks are the Entire Stock Market
Notes: https://horse-quart-a62.notion.site/S... 00:00 - Intro 00:32 - FAANGM 02:21 - Why did this happen? 03:50 - The Beginning 05:59 - Inflation 08:07 - The Reason this Matters 12:42 - Zoom Out How higher interest rates impact the stock market: https://www.investopedia.com/investin...
Dec 28, 2021 • 14min
What is Web3? (and why does Jack Dorsey hate it?)
No one really knows what web3 is, but its clear that Jack Dorsey doesn't like it! But why? This question is important to explore, as this is likely the future of how we interact online. #web3 #bitcoin #narratives 00:00 - Intro 00:32 - Brief Recap 02:44 - Narrative 04:16 - Crypto Narrative 04:46 - My Graph 08:33 - Summary 13:03 - Final Thoughts
Dec 24, 2021 • 32min
Geopolitics is a Mess - Why?
Notes: https://www.notion.so/Week-of-Dec-13-... Ben's substack: https://benwheeler.substack.com/p/wha... 00:00 - Intro 01:50 - Ben Returns 02:16 - NATO 15:31 - Russia and Ukraine 16:16 - FOMC 26:48 - Cybersecurity 28:38 - Energy Markets 31:06 - Bye Ben 31:31 - Bye Kyla
Dec 21, 2021 • 23min
Why Don't Things Make Sense?
Main write-up: https://kyla.substack.com/p/tradeoffs...Vitaliks piece: https://vitalik.eth.limo/general/2021...Jack’s piece: https://youngmoneyweekly.substack.com... 00:00 - Intro 01:06 - Tradeoffs 02:32 - Centralization Tradeoff 06:00 - Federal Reserve Tradeoff 08:10 - Political Key Man Risk 08:27 - Apple Tradeoff 09:30 - Cybersecurity Tradeoff 10:15 - Gray 11:41 - Energy Tradeoff 13:54 - Crypto Tradeoff 14:17 - Narrative creation 16:42 - Narrative Resistance 17:20 - Narrative Disruption 17:51 - Narrative Packaging 18:47 - Dollar Tradeoff 19:44 - Happiness Tradeoff 21:07 - Final Thoughts 22:11 - Bye
Dec 16, 2021 • 20min
Why The Economy Is Too Hot
A breakdown of yesterday's Fed day in the following format: 1. Pre FOMC (~1 hour before) 2. Post FOMC (~2 hours after) 3. Post post FOMC (~24 hours later) Can you see the difference? The Fed made the decision to accelerate their taper by $30b a month (meaning that they are going to stop providing so much support to Treasuries and Mortgage Backed Securities) as well as released their dot plot - with 3 hikes in 2022. This was a relatively hawkish call for the Fed - meaning that they see some hotness in their dual mandate of price stability (definitely here) and maximum employment (still some ways to go here, but close).
Dec 14, 2021 • 21min
Everything You Need to Know about The Stock Market
Resources for Kentucky: https://www.gofundme.com/f/ukcom-stud... https://wfpl.org/heres-how-you-can-he... https://secure.kentucky.gov/formservi... Full piece: https://docs.google.com/presentation/... Full sources: https://horse-quart-a62.notion.site/S... Helpful videos: What is the Fed: https://www.youtube.com/watch?v=hIQiO... What is inflation: https://www.youtube.com/watch?v=U6jKb...What is the Federal Reserve: https://www.youtube.com/watch?v=-lfKd...
Dec 11, 2021 • 17min
Inflation is Here - What Happens Next?
Full piece: https://kyla.substack.com/p/the-great... Helpful videos: What is the Fed: https://www.youtube.com/watch?v=hIQiO... What is inflation: https://www.youtube.com/watch?v=U6jKb... 00:00 - Intro 00:25 - CPI0 7:04 - What is the Fed Going to Do? 09:21 - The Stock Market is Not the Economy 10:35 - Evergrande 11:41 - Russia 12:08 - Crypto Regulation 13:46 - What is the economy? 15:00 - Final Thoughts
