Economy featured

A Bigger Boat

March 20, 2023

Recorded March 15, 2023


In this Frankly, Nate shares some context about how he thinks about the recent global banking and financial market news. How do the catalysts triggering the SVB collapse compare to the 2008 financial crisis? What might world financial market reactions indicate as we move closer to The Great Simplification? What can we learn and proactively plan for by taking a balanced, comprehensive view of the global financial system and banking? One thing to be sure of: world governments and central banks “are gonna need bigger boats” as more and more entities require bailouts and guarantees. Eventually that ‘boat’ may become so big that it will be “Too Big to Save”.

Show Notes

00:07 – Frankly #25

00:22 – Silicon Valley Bank and Credit Suisse 

01:51 – The Four Horsemen

03:08 – Financial Leverage

03:15 – Positive Yield Rate

03:55 – 18 trillion dollars worth of bonds in negative interest rates in 2020

06:21 – Solvency issues of 2008/2009 bank failures

06:24 – US Government bailout of depositors in SVB failure

06:56 – 100 basis point drop in federal funds rate ending point on the tightening cycle

07:33 – FDIC Insurance Amount

08:33 – Russian-Ukraine War’s Effects on Europe’s resource access

08:59 – Germany’s deficit increase

10:03 – Lehman Brothers, Too Big To Fail

10:24 – JP Morgan

Youtube Link here


Teaser photo credit: By kees torn – MAERSK MC KINNEY MÖLLER & MARSEILLE MAERSK, CC BY-SA 2.0,

Nate Hagens

Nate Hagens

Nate is a well-known speaker on the big picture issues facing human society and currently teaches a systems synthesis Honors seminar at the University of Minnesota ‘Reality 101 – A Survey of the Human Predicament’   Nate is on the Boards of Post Carbon Institute, Bottleneck Foundation, IIER and Institute for the Study of Energy and the Future.  Previously, he was lead editor of The Oil Drum, one of the most popular and respected websites for analysis and discussion of global energy supplies and the future implications of the upcoming energy transition. Nate’s presentations address the opportunities and constraints we face after the coming peak of global economic growth. On the supply side, Nate focuses on the interrelationship between debt-based financial markets and natural resources, particularly energy with and the unique (and so far unplanned for) risks from the coming ‘Great Simplification’.  On the demand side, Nate addresses the evolutionarily-derived underpinnings to

Tags: banking system, financial bailouts