Sliceonomics

Diane Swonk | The Role of Empathy in the Economy

Kyla Scanlon — Tue, 12 Dec 2023 12:05:00 -0700

Diane Swonk, Chief U.S. Economist at KPMG, explains empathy’s role in measuring the health of the economy. She helps break down how America’s labor structure affects its citizens, the economy’s impact on the consumer, and what went into Jerome Powell’s decision to aggressively hike rates.

00:00 - SWONK’S JOURNEY
12:08 - US. CONSUMER RESILIENCE
18:21 - CONSUMER SENTIMENT CHECK
20:25 - AMERICAN LABOR FORCE
25:07 - PATH TOWARD IMPROVING LIVES
27:00 - HUMANITY & THE FED
30:27 - EMPATHY IN THE ECONOMY
34:07 - FINAL THOUGHTS

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Anthony Pompliano | How the Lottery of Pessimism Shapes Markets

Kyla Scanlon — Thu, 30 Nov 2023 13:36:17 -0700

Anthony Pompliano calls into question the merits of the efficient market hypothesis, explains why “most VCs are full of sh*t,” attributes declining religion and patriotism to a potential passion crisis, and breaks down the future of crypto in the wake of Binance’s CEO pleading guilty.

Sliceonomics is a co-production with Public.com

0:00 Intro
00:37 Binance & bad actors
4:11 - Rebuilding crypto
6:35 - Safe haven assets & Bitcoin
8:36 - Trust gap in finance
10:34 - Merits of efficient market hypothesis
15:48 - VC skepticism
20:50 - Entrepreneurship in America
22:27 - America’s spending problem
24:50 - Lottery of pessimism
26:18 - Passion crisis

Tracy Alloway | The New Era of Crisis Volatility

Kyla Scanlon — Tue, 28 Nov 2023 12:09:54 -0700

Tracy Alloway, Co-Host of Odd-Lots, explains how corporations have been able to get away with increasing prices during times of crisis events. Alloway also breaks down the corporate debt environment and her views on a future with increased global volatility.

We also chat about Alloway’s path in financial journalism and her favorite memories of hosting the Odd-Lots podcast.

0:00-Intro
1:13-Evolution of Financial Media & Odd Lots
11:50-Inside Crypto’s Return
13:50-Bond Market Curiosity Boom
20:05-Corporate Debt Risks
22:24-Corporate Manipulation of High Inflation
29:00-The New Volatile Era
30:20-Climate Change & The Economy
32:46-National Debt & Other Concerns

Nick Timiraos | Media Noise, The Fed in an Election Year, & New Normals

Kyla Scanlon — Tue, 21 Nov 2023 10:29:04 -0700

Nick's Book - https://www.amazon.com/Trillion-Dollar-Triage-President-Pandemic/dp/0316272817

0:45 Nick’s media journey

2:00 Fed in the spotlight

5:20 Fed’s pandemic response

8:58 Deflation’s vicious cycle

10:37 Mortgage rate pressure

12:36 Biden’s economic gamble

16:00 Powell vs. Congress

18:02 2024 election & the Fed

20:28 Economic noise

22:45 New normals

Steven Kelly | Too Big to Fail: Could Big Banks Collapse?

Kyla Scanlon — Mon, 13 Nov 2023 06:59:18 -0700

Steven Kelly, Associate Director of Research at the Yale Program on Financial Stability, discusses the current banking environment in the wake of regulation and recent instability. Kelly also delves into alternative lenders such as hedge funds and their potential impact on the banking sector.

We also chat about Kelly’s expectations for further banking stress, related to the same issues experienced by Silicon Valley Bank and others toward the beginning of 2023.

A Tale of 2 Economies: Democrat vs. Republican (with David Dayen)

Kyla Scanlon — Tue, 07 Nov 2023 10:36:03 -0700

David Dayen, Executive editor of The American Prospect, joins to talk about how Democrats and Republicans will frame the economy going into the election season, resilient consumer spending fueled by psychological mass-FOMO, the media’s role in impacting political and economic sentiment (and why it shouldn’t), and more.

America’s Trust Problem & Path to Abundance | Derek Thompson

Kyla Scanlon — Mon, 30 Oct 2023 09:04:59 -0600

Derek Thompson, Staff Writer at The Atlantic, discusses how the U.S. can rally around the idea of collective progress and an agenda of economic abundance. Thompson unpacks why a decline of people’s trust in institutions spanning across media and government could be sparking widespread gloom and causing a disconnect from reality and data.

We also chat about what Thompson calls the dark side of moneyball, which raises the question of whether reliance on algorithms is creating a ‘hyper-loop of familiarity’ that is draining creativity and removing the incentive for innovation.