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52. PJ Pierre & Zed Francis - Are any banks solvent?

Mutiny Investing Podcast

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The Risk of a Bank Run

I think, I think you make a good point there. And it sort of elaborates further on the point I was hoping to make and maybe not making well that it's sort of axiomatic to the banking system,. That unless a bank holds only assets that it could always sell at par, it's always potentially vulnerable to a bank run. So as soon as you have any sort of balance sheet asset that potentially has market risk, you know, whether that risk is credit risk or just duration risk? You're not in business if you just have reserves. Yeah, it's one of those where it's like,You know, caught a year ago, it should have been kind of

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