Episode Mentions
Marketplace · Mar 2, 2026
Overnight, a wartime economy
“Winnie Caesar, head of strategy, discussed how energy prices could impact consumer demand and treasury yields.”
Oil Market Shock and Energy PricingNatural Gas Supply Disruption (Qatar LNG)Strait of Hormuz Chokepoint Risk
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Marketplace All-in-One · Mar 2, 2026
Overnight, a wartime economy
“Winnie Caesar, head of strategy, analyzed energy price thresholds for consumer demand destruction”
Oil market shocks and energy price volatilityStagflation risk and monetary policy dilemmasGlobal supply chain resilience and diversification
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Macroaggressions · Feb 25, 2026
#624: Bulls, Bears, & Birds
“Attended 2005 symposium; noted as insolvent zombie bank at time of event”
Johns Hopkins Center for Civilian Biodefense Strategies and UPMC Center for Health Security institutional historyAvian influenza (H5N1) pandemic simulation and scenario planningFederal bioterrorism funding growth and industry creation (1998-2003)
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American Scandal · Feb 10, 2026
Lehman Brothers | Too Big, Still Failing | 5
“Recent example of bank bailout despite post-2008 promises of no more government rescues”
Bank Capital Requirements and Equity RatiosSystemic Risk and Too-Big-To-Fail DoctrineFinancial Derivatives and Off-Balance Sheet Accounting
View AnalysisAmerican Scandal · Jan 27, 2026
Lehman Brothers | The Wolf at The Door | 3
“Swiss bank participating in Federal Reserve consortium to address Lehman's toxic assets”
Investment Bank Bankruptcy and Systemic RiskMortgage-Backed Securities and Toxic AssetsCross-Border M&A Regulatory Approval
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硅谷101 · Dec 17, 2025
E219｜140亿欧元爱马仕股份是怎么消失的？
“Swiss bank that participated in equity swap contracts with LVMH for Hermès shares”
Equity Swap Contracts and Financial EngineeringBearer Shares and Securities Regulation GapsFamily Office Wealth Management and Fiduciary Duty
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