We start today's podcast discussing recent developments at Silicon Valley Bank (SVB) and why this has raised market concerns about the broader implications on the financial sector. We then move onto recent developments at Silvergate Bank and what their impact will be on the broader crypto markets. We then discuss the recent explosion of the 0DTE contract and why this is now seen as another potential risk to the financial markets. We conclude discussing what the recent decline in M2 money supply means in the context of the future of the US economy.