Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks
Focused Compounding
00:00
The Challenge to Sticky Deposit Franchises
The current short-term treasury rate is much higher than most bank rates. Do you see customers sorting cash to hire interest earning treasuries as a challenge to sticky deposit franchises? Schwab's model comes to mind, but I'm curious to know what other banks this may affect.
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