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Thursday Conversation - Dave Kranzler


Our old pal, Denver Dave, stops by and his timing is perfect. With all that's going on in the banking sector, I can think of no one better to have as a guest today.

If you're somehow unfamiliar with Dave, you can find more about his background, experience and newsletters by visiting his website. You heard me repeatedly state the necessity of finding independent and objective voices. Well, Dave's perspective and experience is invaluable in this day and age.

For today's call, we tried to stay focused upon the current, Fed-driven banking crisis. Over the course of these 25 minutes, we discuss items such as:

  • Credit Suisse, Deutschebank and EU contagion
  • the solvency/insolvency of U.S. regional banks
  • how commercial real estate exposure will soon exacerbate solvency issues
  • where the metals and miners go from here
  • and a lot in between so please listen closely

Also, in this call, Dave implores everyone to listen to last week's Thursday Conversation with John Titus. If you missed it, here's the link: https://www.tfmetalsreport.com/podcast/11998/thursday-conversation-john-...

And one more thing. During this call, I mention to Dave something that caught my ear during Jerry's presser yesterday. I've not seen/read any commentary on this today so maybe it's nothing. At the time, though, it didn't strike me as "nothing". Below is a screenshot of the press conference transcript as well as a a definition taken from The Fed's own website.

Many thanks to Dave for sharing his time with us today. Please be sure to give this podcast a thorough listen. You will be glad that you did.


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Key Economic Events Week of 11/27

11/27 10:00 ET New Home Sales
11/28 9:00 ET Case-Shiller home prices
11/28 10:00 ET Consumer Confidence
11/28 10:00 ET Goon Waller
11/28 10:00 ET Goon Ghoulsbee
11/28 10:45 ET Goon Bowman
11/29 8:30 ET Q3 GDP second guess
11/29 1:45 ET Goon Mester
11/29 2:00 ET Beige Book
11/30 8:30 ET PCE and Core PCE
11/30 8:30 ET Personal Inc and Spend
11/30 9:05 ET Goon Williams
11/30 9:45 ET Chicago PMI
12/1 9:45 ET S&P Manu PMI
12/1 10:00 ET ISM Manu PMI
12/1 10:00 ET Goon Ghoulsbee
12/1 11:00 ET Chief Goon Powell

Forum Discussion

by Wade Case, 5 hours 54 min ago
by argentus maximus, 13 hours 10 min ago
by Wade Case, Nov 28, 2023 - 9:57am
by Wade Case, Nov 28, 2023 - 7:25am
by DragonFly, Nov 22, 2023 - 12:01pm
by Wade Case, Nov 20, 2023 - 9:49pm