Currently by Studio Prometheus Studio Prometheus, Grant Stoddard, Ryan Pallotta

Today, Ryan Pallotta moderates a panel of financial experts discussing the causes of the current crisis in the banking sector and how investors can think about its aftermath.

Short SVB since September 2022, Alex Beinfield shares his investment process explaining how he created his thesis for this massive short idea long before SVB collapsed. How a professional fund manager examines a theme and makes a trade that makes him look like a psychic. We also talk about other lateral opportunities that will happen as a result of this.

Today, your host Ryan Pallotta is joined by the author of the Rosen Report and industry expert Eric Rosen.

Today’s conversation focuses on:
The Silicon Valley Bank (SVP) collapse. What led to it and what it means for investors.
The Fed being partially to blame for banks like SVB needing to take on more risk by keeping rates so low for so long.
SVB’s failure to keep a “fortress balance sheet" and take responsibility for its decisions.
Eric’s assessment of Bear Stearns prior to its 2008 collapse and subsequent sale to JP Morgan Chase.
What the 2/10 UST yield curve inversion tells us about the probability of a recession.
The migration of HNW people to south Florida and its effect on high-end real estate prices.
The recent phenomenon of kids being less enthusiastic about learning to drive and owning a car.

Eric Rosen is an industry expert and the author of the Rosen Report.

Eric gives his thoughts on an expected interest rate hike of 25 basis points and the squeeze consumers are starting to feel with auto and credit card delinquencies on the rise and credit card and mortgage balances at an all-time high. He weighs in on the probability that the US will be temporarily unable to pay its debt and lists the problems with vilifying big oil.

Jordi Visser is President and Chief Investment Officer at Weiss Multi-Strategy Advisers.

In this podcast, Jordi discusses the importance of alternative investments in today's economy, his latest whitepaper, "Adapt or Die 3.0", and his views on how China and the Fed will behave in 2023. Jordi explains how asset managers generate alpha given the widespread embracing of analytics and shares his passion for longevity and how data can improve physical and financial well-being.

Host Ryan Pallotta is joined by JAG Capital's Josh Goltry, Blue Duck Capital's Alex Beinfield, Wall Street veteran Eric Rosen and Prometheus Founder and CEO Michael Wang.

The result is a rollicking hour and a change of roasts and toasts—a heaping helping of insight into how these professionals navigated a tumultuous 12 months and how they plan to thrive in 2023.