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Ep 389. Interest Rate Hike, Credit Suisse’s Failure, and Other Banking + Economic Risks on the Horizon

Focused Compounding

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How to Avoid a Run on a Silicon Valley Bank

I don't think it's a reasonable thing to eliminate those banks that you like lesser. So he's been selling it down for the past couple of quarters. It's not like he's selling his overall portfolio. There's some reason why he was doing that. You know, I've said that probably the main reason is to just focus on the banks that he has. The terms are usually a bit different in that there are some banks that have loans that are as long duration as the securities.

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