AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco
Forward Guidance
Are Rising Rates Good for Banks?
Jim Cevallos: Is it always true that rising rates are good for banks? And under what circumstances are the tremendous interest rate volatility you've seen, can they actually be bad for banks? The bank index is down 40%. Right. Except this chart you're looking at here is that this is the biggest rise of rates relative to total return. That's where total return comes in and 1 to 2 is a much bigger problem than 10 to 20.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode