Yet Another Value Podcast cover image

Colarion Partners' Sam Haskell on the financial sector and banks

Yet Another Value Podcast

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Capital One and the Fed's MO

Capital One is a much more consumer-focused book with credit cards and auto, which are riskier than a lot of the other thing. But I do note they've got great returns and equity. They're trading around tangible book right now. The number of people like Capital One has managing data and running machines to try to parse the data better is in the hundreds. So it's worth paying attention to what they're seeing because they'll see the leading indicators maybe a little bit faster than you are.

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