This is trend following radio, where great thinking comes alive.

Nobel Prize winners, legendary traders, bestselling authors, and the pros that know what drive us irrational human beings.

I am your host, Michael Covel, not filtered, raw, honest.

That's my passion.

No big analysis today from me on Silicon Valley Bank.

Like you, I've read the headlines,

I've read the stories, I've seen the competing narratives, I've seen the Twitter fights.

They can all go straight to hell. None of that information. None of it will help you to make a buy or sell decision.

Now let's take a step back.

We need a moral society.

We need civility.

We don't need bad actors everywhere.

So that is one issue. The other issue is how do you deal with it from a trading perspective,

from an investing perspective? Do you, in hindsight, now go find all these voices on Twitter

and try to make sense of these competing narratives, all these smart people beating the

shit out of each other, some of them good people. Some of them

obviously assholes. But what are you going to do with it all? You're not going to do anything

with it. Maybe we'll never get to a, quote, moral society, a civil society. Maybe we're

too far gone. And it's quite unnerving if you're thinking to yourself,

damn it, I might not be able to even get my cash out of the bank, which is what I was thinking in the

fall 2008, by the way. Not the first time. Right now is not the first time where I thought about

shit. Can I get my cash?

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