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Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

Focused Compounding

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Using Leverage to Invest Longer Short, What Would It Be?

The preferred stock in some cases is very interesting, especially if you think that the bank might be safe in any way. A lot of this is perpetual preferred, but it can be called in a few years by the bank. The recovery from nine to a much higher level is likely if you have complete confidence that the common stock won't be wiped out totally. Some of these banks are valued at similar levels in terms of yield and stuff to the seridage preferred,. But the capital gains potential is much greater because seridage is trading very, very close to par where these, some of them are lower.

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