Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
A story about trade wars and bank failures
April 10, 2025, 12:11 p.m.
Where are we and how did we get here?
April 6, 2025, 12:10 p.m.
Corridors Under Siege
April 4, 2025, 4:28 p.m.
The 15 Commandments of Banking
April 2, 2025, 4:50 p.m.
Silicon Valley Bank, Two Years On: An Interview with Steven Kelly
March 31, 2025, 3:05 p.m.
KKR’s Berkshire Dreams
March 28, 2025, 4:26 p.m.
April: European Banks are Hot!...Garbage?
March 28, 2025, 1:15 p.m.
If you love finance, you'll love this video
March 25, 2025, 3:32 p.m.
Klarna Chameleon
March 21, 2025, 4:33 p.m.
An Anecdote about J. Pierpont Morgan
March 21, 2025, 11:45 a.m.
Banking and Gummy Bear Vitamins
March 18, 2025, 11:48 a.m.
The Long Shadow of LTCM: An Interview with Eric Rosenfeld
March 17, 2025, 4:10 p.m.
Banking's Disruptive Competitors
March 14, 2025, 4:15 p.m.
The Jamie Dimon of the Civil War
March 12, 2025, 9:41 p.m.
The Downfall of Continental Illinois National Bank & Trust
March 10, 2025, 12:45 p.m.
Too Big To Fail?
March 7, 2025, 5:41 p.m.
March: The Trick to Making Money in Financials This Year
March 3, 2025, 5:04 p.m.
The Age of Informed Bewilderment: An Interview with James Aitken
March 3, 2025, 4:27 p.m.
A History of American Banking: Trailer
March 2, 2025, 7:56 p.m.
Last Trader Standing
Feb. 28, 2025, 5:29 p.m.
Untangling Payments: An Interview with Andrew Dresner
Feb. 24, 2025, 4:45 p.m.
Trading Catastrophe
Feb. 21, 2025, 5:46 p.m.
A gruesome hostage exchange
Feb. 20, 2025, 9:49 a.m.
Robinhood’s Smile
Feb. 14, 2025, 5:44 p.m.
Five Books Every New Banker Should Read
Feb. 12, 2025, 7:54 p.m.
The Big Short: An Interview with Porter Collins
Feb. 10, 2025, 4:45 p.m.
The 12 Reasons Banks Fail - Pt. 2
Feb. 8, 2025, 4:18 p.m.
AI Eats Equity Research
Feb. 7, 2025, 5:34 p.m.
The 12 Causes of Bank Failures - Part 1
Feb. 7, 2025, 1:48 p.m.
Distilling my theoretical work in banking
Feb. 6, 2025, 4:33 p.m.
All Roads Lead to Peter Fitzgerald
Feb. 5, 2025, 2:43 p.m.
Financing the AI Boom
Jan. 31, 2025, 5:50 p.m.
The Archetype of an Extraordinary Banker
Jan. 29, 2025, 8:40 p.m.
Introducing Net Interest Extra
Jan. 27, 2025, 4:51 p.m.
February: GBFH, FFBB, and Bill Black on Pacwest / BANC
Jan. 27, 2025, 1:44 p.m.
The Waspi Campaign is dead
Jan. 25, 2025, 11:59 a.m.
Catch Me If You Can
Jan. 24, 2025, 5:32 p.m.
How I've Built an Amazing Network of Bank CEOs
Jan. 24, 2025, 1:49 p.m.
Replicating Buffett
Jan. 17, 2025, 5:40 p.m.
The Competitive Advantage of Nicolet National Bank
Jan. 16, 2025, 1:39 p.m.
The God Honest Truth about the Efficiency Ratio
Jan. 13, 2025, 5:56 p.m.
Cement Wars
Jan. 12, 2025, 4:50 p.m.
Three Stories about Ambition
Jan. 10, 2025, 5:12 p.m.
The Source of Most Problems in Banking
Jan. 8, 2025, 10:30 p.m.
The Art and Science of Banking
Jan. 7, 2025, 9:39 p.m.
January: Mike Bell Can Make Us Money / An Interview with FINW CEO
Dec. 30, 2024, 2:54 p.m.
Check, Please
Dec. 20, 2024, 4:20 p.m.
Animal Spirits
Dec. 13, 2024, 5:51 p.m.
BlackRock’s Barbell
Dec. 6, 2024, 5:27 p.m.