410- Silicon Valley Bank

InvestED: The Rule #1 Investing Podcast

Phil Town & Danielle Town

Investing, Business

4.6 • 1.6K Ratings

🗓️ 14 March 2023

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The recent collapse of Silicon Valley Bank exposed some major cracks in the way that banks have been doing business, and the upheaval is sending shockwaves far beyond the tech sector. Unwise decisions from leadership compounded by market uncertainty and rising interest rates is certainly a recipe for disaster. How can we analyze these and other warning signs, like an over-reliance on a volatile tech sector, to anticipate and avoid future losses? Join Phil and Danielle for a postmortem of SVB and a discussion of how its failure could impact value investors. If you need help identifying warning signs of impending crashes, download your free copy of Your Ultimate Stock Market Crash Survival Guide: https://bit.ly/3YLope0 Topics Discussed: Rule #1 Investing Silicon Valley Bank It’s A Wonderful Life Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We are here to talk about Warren Buffett, Charlie Munger, style investing, sometimes known
0:20.7	as value investing because rule number one is don't lose money and that becomes the
0:28.5	focus point of your entire investing style is to be so sure that the thing you're putting
0:36.3	money into is going to be bigger and better and more valuable than 10 years that you're
0:43.1	very comfortable you won't lose money and that is kind of to the subject of today's discussion.
0:50.8	Absolutely and let's just stay what is it called continuous continuity from last time.
0:59.7	We talked about Vista outdoor last time. Ask people send us emails, we got some great emails from
1:06.4	listeners who know about the outdoor industries so thank you and you did a bunch of research,
1:12.8	Dad, which was awesome. So we have things to say about Vista or you do anyway,
1:19.2	which I'm really excited to hear but there's news happening right now and we both
1:26.0	thought we were talking before we started recording. We both thought that this news is important
1:30.8	enough that we should get into it and talk about it now when it's timely and then we'll get to
1:36.2	Vista next time or the time after that who knows guys but it's coming. The work has been done
1:44.0	so it will be mentioned. Some work has been done and it's one of those companies where
1:50.9	some work has been done and we we find ourselves still not really clear about what this
1:59.8	company's worth. So this will be very interesting. I mean ain't that the way and I'm really excited
2:05.0	to hear that because I feel like a lot of the time I'm telling you that I'm not sure about
2:10.1	something and you tell me how sure you are. So I really like hearing about a company that you're
2:15.8	not so sure about. But like I said, let's get to that a little bit later. So all of you who were
2:21.1	being lazy about your research on Vista outdoor, you know, the dog ate our homework, go have another
2:26.9	week or another two weeks and check it out. But let's talk about what's happening literally as we
2:32.2	record this. We're recording this on Friday, March 10th and Silicon Valley Bank has just collapsed
	...

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