I discuss the short to medium-term impacts of the collapse of SVB under the assumption of a bailout. I also talk about the circumstances behind this collapse.
There is one conspiracy theory that I did not mention: that not all depositors will be bailed out, and that some tech companies, notably foreign-owned and/or "unfriendly" will be absorbed.
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https://www.youtube.com/watch?v=FfUaenkIWlM