The Unknowingness of the Banking Crisis

Danny Moses: The big banks are going to be fine. Unfortunately for the regulators, they're going to get bigger. Some names that are trading already below book value, but their ability to earn is certainly going to be harder in this environment. So it's kind of a long only portfolio manager that has to have exposure to the financials. But I haven't done this rot in a while and Stuart has never been around for it.

Play episode from 38:00

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app