Let's Appreciate

An interview with Deputy Secretary of the Treasury, Wally Adeyemo, about how we fix the housing crisis. Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan?Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, kyla.scanlon@outlook.comDISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

https://kyla.substack.com/p/why-we-dont-trust-each-other-anymore

Is Wall Street actually buying up all the housing... or is something far worse going on?Featuring interviews with Ro Khanna, the U.S. Representative for California's 17th District, Rick Palacios Jr, the Director of Research at John Burns Research and Consulting, and several beavers.Follow Rick: https://twitter.com/RickPalaciosJrFollow Ro Khanna: https://twitter.com/RoKhanna--All articles and works cited here: https://docs.google.com/document/d/1_AB46PlhICTFcb9BriET7kPlHs6Uqw_vdFncZ-kaAMI/edit?usp=sharingSign up for Public here: https://public.com/kyla--0:00 - 00:51 - Intro00:51 - 01:59 - Housing Market Overview01:59 - 06:26 - What exactly is 'wall street'?06:26 - 12:02 - Housing Crisis12:02 - 16:44 - Fixing Crisis16:44 - 18:22 - Community, General Kyla Monologue--All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Full article: https://kyla.substack.com/p/2024-outlook-rate-cuts-and-the-influencer

Fed action, uncertainty, and a rant about my favorite book

https://www.dictionary.com/e/pop-culture/vibecession/

All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me.DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

One thing I’ve been trying to square lately is online discourse and real world action.I spend a lot of time on this topic (like a lot of time) and it’s because I think it’s important. A lot of people will shrug off how people feel because people are people, and it’s volatile and prone to change, but there is always something within the weeds of these whispers that can be informative to thinking about change.The economy is weird right now. We all know this. We all feel this.Political Narratives and Economic PoliciesWe are about to go into an election year, there was a debate last night, some key gubernatorial races this week (go Kentucky!!!) and of course, political sentiment is going to shape economic sentiment - and divide. I was fortunate enough to interview David Dayen of the American Prospect this week, and he said -Republicans are going to focus on inflation, even if the inflation statistics are pretty moderate at that time… They think it's a winning issue. The Democrats are going to focus on the fact that over 10 million [jobs] have been created under Biden's presidency. That the unemployment rate is at historic lows that the gap between the black and white unemployment rate is at historic lows… There is a problem with touting the economy too much when people's circumstances don't feel like that they're in the same place. I don't know if I would say demeaning, but it seems like it sort of erases people's experience to a certain degree.And people CARE about inflation. They feel like their experience has been erased.Full article: https://kyla.substack.com/p/how-socia...Blog: https://kyla.substack.com All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me.DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Memes are great. They get people invested. They allow for a certain element of growth and inflow because they are: Funny Trade FOMO fundamentals Create investable narratives Are real, because memefication manifests an element of reality So despite all the memecoin run ups, the stock market going absolutely bonkers, public accounting being a bit ~loose~, and the Metaverse likely being our future - we have to remember that even though a lot of it doesn’t *feel* real, it is. SHIB is real. It’s a meme. The U.S. Dollar is real. It’s a meme of the collective belief in the full faith and credit of the U.S. government. Accounting is a meme. It makes companies go up even when they shouldn’t. Everything is a meme! (except the supply chain) But money IS REAL (little bit of clickbait on the title). But we can’t forget at the end of the day that we *exist* feet on the ground. A bit dark - but if you die in the metaverse, you die in real life.

So whats going on here? We have bad policy (and we CAN fix this, as Huntsman outlines, as CoinCenter advocates for, etc). We have inflation - We do have rising prices in the U.S., and this is mostly a function of high demand and constrained supply chains, as well as outsized fiscal and monetary stimulus. However this is not hyperinflation - what happened in Weimar is that they were trying to spend their way out of a war debt situation, with the assumption that they would win the war (which didn’t work) and instead they inflated away their economy The main takeaway from this piece is: Policy is fundamentally broken (and we already knew that). And we know that we can fix it. We just have to engage. But policy is broken because we have forgotten about the connectors. We have become so accustomed to the “consumption on-demand” society that we operate in that we have forgotten that this society hinges on people. We have to remember people are behind EVERYTHING. Take care of each other.

Full piece: https://kyla.substack.com/p/consumpti...   In partnership with https://www.simplify.us/etfs   A good piece on XIV: https://towardsdatascience.com/the-xiv-meltdown-1b0608110b9f + https://ttmygh.medium.com/grant-williams-0-00-before-we-get-going-heres-the-bit-where-i-remind-you-that-nothing-we-b28f6db77   00:00​​​​ - Intro  00:40  - What is this?  01:44 - Correlation and Volatility  05:17 - Volmaggedon  07:57 - Passive Flows  09:31 - Demographics  12:31 - The Flows  15:01 - Market Structure  16:08 - Does Bitcoin Fix This?  17:36 - Final Thoughts   Blog: https://kyla.substack.com   Linkedin: https://www.linkedin.com/in/kylascanlon/   TikTok: https://www.tiktok.com/@ky.now?lang=en  Twitter: https://twitter.com/kylascan   Music by Pick Patek - My Mind Is A Barrel (feat. Raindrop Relly & Charles Hussle) - https://thmatc.co/?l=B6CED606​​​  Music by Hip Gnartic - Carnivores - https://thmatc.co/?l=8102AD70   All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, kyla.scanlon@outlook.com  DISCLAIMER:This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Full piece: https://kyla.substack.com/p/consumpti...  Music by Pick Patek - My Mind Is A Barrel (feat. Raindrop Relly & Charles Hussle) - https://thmatc.co/?l=B6CED606​​​ All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please send me an email, kyla.scanlon@outlook.com  DISCLAIMER:This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax).  The owner of this content is not an investment advisor.  Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes.  Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability.  The information in this video is provided as of the date of its initial release.  The owner of this video expressly disclaims all representations or warranties of accuracy.  The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

https://kyla.substack.com/p/the-tiktok-girl-is-right-modernity

Jerome Powell and the Federal Open Market Committee's Stance: The Federal Open Market Committee, led by Jerome Powell, is indicating a pause in interest rate hikes, highlighting a need for caution and careful consideration of "highly elevated" geopolitical risks and other uncertainties. There's potential for a move in December or later, but conditions need to be met based on comprehensive incoming data, the evolving outlook, and risk assessment. Despite the higher long-term yields, Powell suggests less need for the Fed to hike rates. Reasons for the rise in yields include government budget deficits on an unsustainable trajectory. Bond Markets: Bond markets are currently leading to tighter financial conditions, partly due to positive views on the U.S. economy's strength, not just expectations regarding the Federal Reserve. Powell emphasizes the importance of understanding the reasons behind bond yield fluctuations; this understanding affects the central bank's actions. Rising borrowing costs may be influenced by U.S. growth expectations and concerns over significant federal deficits. Debt and Deficit Concerns: Current federal deficits, particularly during a period of full employment, are unprecedented. While the unsustainable nature is agreed upon, there's debate over when it becomes problematic. The term premium, which represents the extra yield investors require for investing in longer-term assets, might be increasing. Foreign economic growth, especially China's, is slowing down, impacting the bond market. Aging populations in developed countries suggest more debt issuance in the future. Historical Perspective: This could be a new normal JPM Podcast: https://atanyrate.podbean.com/e/us-fi... WSJ: https://www.wsj.com/economy/central-b... Notes: https://kylascan.notion.site/What-is-... Blog: https://kyla.substack.com Linkedin:   / kylascanlon   TikTok:   / kylascan   Twitter:   / kylascan   Instagram:   / kylascan   All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Special thanks to the Chicago Council on Global Affairs

https://kyla.substack.com/p/lessons-from-biking-245-miles-across

Last month, large stoppages from strikes resulted in 4.1 million missed days of work, according to the Labor Department. That preliminary estimate was the biggest monthly total since August 2000. - In the United States, the labor movement and the occurrence of strikes really began in the late 19th century. This was aa time of rapid industrialization (one could draw parallels to AI), horrendous working conditions, and negligible workers' rights. - One of the earliest and most notable strikes was the Great Railroad Strike of 1877, precipitated by wage cuts and poor working conditions, which saw massive and widespread worker revolts which eventually led to federal intervention. Notes: https://kylascan.notion.site/Writer-s... Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

In a world where childcare is increasingly becoming an essential aspect of everyday life, it's crucial to take a moment to reflect on some startling statistics that highlight the challenges faced by working families across the United States. In this video, we'll delve into the eye-opening facts and figures that shed light on the state of childcare in America, as well as the impending crisis that could leave millions without the support they need. Notes: https://kylascan.notion.site/Childcar... Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

https://kyla.substack.com/p/fragmentation-polarization-and-the