
Marc Rubinstein of Net Interest: Fascinating Financials
Frederik's Labyrinth
What Do You Think About Picketin?
Benx: It strikes me a lot of timesth bank is kind of a black, black box. You don't really know what's going on there in their credit underriding. How do you go about understanding which of like, who who really understands that, or is positioned for it? And i'm curious, i guess that is that possible as an investor? Benx: The macro huristic might be that the next crisis isn’t going to being the same as the previous crisis. That the micro hurristic is is growth. I think any finance analyst is rightly wary of growth.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.