The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI260: Top Stock Picks For 2023 w/ Logan Kane

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Is Rising Interest Rates Going to Improve Net Interest Income?

I think some investors might be fighting the last war here. Bank stocks were destroyed in 2008. If interest rates stay high here, obviously you have this tail. They can take some losses because you're getting a lot of points on the spread. Inflation isn't a huge deal for the banks as customers are still trained to get zero.

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