TIP539: The Banking Crisis Explained w/ Shawn O'Malley

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 28 March 2023

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s episode, Clay sits down with Shawn O’Malley to provide an update on the banking crisis. For months, many have said that the Fed will continue hiking interest rates until “something breaks”. Shawn breaks down why it feels like the Fed broke something, and what it means for investors. Shawn is the chief editor and writer of our daily financial markets and investing newsletter. He aims to bring a value investor’s perspective to understanding current events. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 00:07:18 - What led to the recent bank failures of Silvergate, Silicon Valley Bank, and Signature. 000:16:03 - How the Federal Reserve responded to prevent a collapse of the banking system. 00:18:07 - How each crisis is setting a precedent and making impacts in the crises that proceed it. 00:30:19 - Why Credit Suisse was forced to sell to UBS for pennies on the dollar. 00:33:27 - What the recent drop in treasury yields means for markets. 00:46:43 - How investors can prepare themselves for this difficult economic environment. 00:52:05 - How investors should view money market funds in light of recent events. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Follow Shawn on Twitter. Tune into our previous episode covering The Joys of Compounding. Check out our recent episode covering Mark Leonard's Letters and Constellation Software. Follow Clay on Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Sun Life The Bitcoin Way Meyka Sound Advisory Industrious Range Rover iFlex Stretch Studios Briggs & Riley Public American Express USPS Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TI-P.
0:03.2	On today's episode, I sit down with Sean O'Malley to provide an update on the banking crisis.
0:08.8	Sean is the chief editor and writer of our daily financial markets and investing newsletter
0:13.5	here at the Investors Podcast Network.
0:16.0	Sean aims to bring a value investors perspective to understanding current events.
0:20.2	For many months, many have said that the Fed will continue hiking into Shraight until
0:24.4	Quenon Quote, something breaks.
0:26.5	Well, in today's episode, Sean breaks down why it feels like the Fed has broke something
0:31.2	and what it means for investors.
0:33.2	In this episode, we cover what led to the recent bank failures of Silvergate, Silicon Valley
0:38.2	Bank and Signature, how the Federal Reserve responded to prevent a collapse of the banking system,
0:44.1	how each crisis is setting a precedent in making impacts in the crises that follow,
0:49.2	why Credit Suisse was forced to sell to UBS for pennies on the dollar, what the recent drop
0:54.6	in treasure yields mean for markets, as well as how investors should view money market
0:59.1	funds in let every recent events.
1:01.4	Sean and the newsletter team have done a fantastic job covering the banking crisis for
1:05.2	the readers of our financial newsletter, so I figured there'd be no better person to
1:09.2	cover this particular topic.
1:11.3	If you're not yet subscribed to the newsletter, you can click the link in the show notes
1:14.2	to get yourself subscribed.
1:16.2	With that, I hope you enjoy my episode with Sean O'Malley.
1:24.6	Welcome to the Investors Podcast.
	...

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