Higher Cost of Capital, Consumer Spend, and Demand for Credit
Higher Cost of Capital, Consumer Spend, and Demand for Credit
This week, our 3 Things are: 1. Cost of capital. What does its rise mean for credit? 2. U.S. consumers. Will they contin... Read more
28 Apr 2023
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8mins
Inflection Point, Big Bank Color, Ed Altman’s View
Inflection Point, Big Bank Color, Ed Altman’s View
This week, our 3 Things are: 1. Inflection point. We are at one, we’ll tell you which way we’re headed. 2. Big bank col... Read more
21 Apr 2023
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11mins
CarMax and Albertson’s, Credit Crunch, and Recession Probabilities
CarMax and Albertson’s, Credit Crunch, and Recession Probabilities
This week, our 3 Things are: 1. CarMax and Albertsons. What do they say about consumer sentiment? 2. Credit crunch. Whil... Read more
14 Apr 2023
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10mins
Banking’s Business Model, Bad News Rising, Banking Crisis
Banking’s Business Model, Bad News Rising, Banking Crisis
This week, our 3 Things are: 1. Community and regional bank business model. We examine it. 2. Bad news rising. Is this n... Read more
7 Apr 2023
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9mins
Most Popular Podcasts
The Joe Rogan Experience
TED Talks Daily
The Tim Ferriss Show
The Daily
Stuff You Should Know
Oprah's SuperSoul Conversations
Armchair Expert with Dax Shepard
Sentiment Shifts, Earnings on Deck, and Chinese Growth
Sentiment Shifts, Earnings on Deck, and Chinese Growth
This week, our 3 Things are: 1.Market sentiment. It’s fluid. 2. Earnings season is back. What will the banks say? 3. C... Read more
31 Mar 2023
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11mins
Depositor Safety, Unwanted Uncertainty, AT1s
Depositor Safety, Unwanted Uncertainty, AT1s
This week, our 3 Things are: 1.Protecting bank depositors. We think that’s happening ... 2. Uncertainty. It’s back and ... Read more
24 Mar 2023
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9mins
Half Empty Glass, Consumer Spending, and Silver Linings.
Half Empty Glass, Consumer Spending, and Silver Linings.
This week, our 3 Things are: 1. The glass is suddenly half empty. We’ll walk you through what’s changed. 2. Consumer sp... Read more
17 Mar 2023
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9mins
Long and Variable Lags, Event Risk, and Value in High Yield
Long and Variable Lags, Event Risk, and Value in High Yield
This week, our 3 Things are: 1. Long and variable lags. Are markets priced for them? 2. Event risk. How should we view ... Read more
10 Mar 2023
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9mins
Private Credit, Consumer Expectations, and Housing
Private Credit, Consumer Expectations, and Housing
This week, our 3 Things are:1. Private credit. What's behind the growth?2. Consumer expectations. Just how meaningful ar... Read more
3 Mar 2023
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10mins
Walmart Guidance, Larry Summers’ Warning, Energy Risk
Walmart Guidance, Larry Summers’ Warning, Energy Risk
This week, our 3 Things are: 1. Walmart earnings. Its forward guidance is not the stuff of no landing. 2. Larry Summers.... Read more
24 Feb 2023
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8mins
