Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins
RiskReversal Pod
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Is There an Issue With the Banks?
There's no massive systemic risk within the banks, of my opinion. It's more of a valuation thing that's going on here. I think we oing to see some prenouncements, some big ones, in the next couple of weeks and then we're going to see a lot of really bad c four. So where do you want to be? You know, we have two weeks left in this quarter. If i'm a c eo, i'm instructing my cfo and my finance team, if i'm a publicly traded company, don't pull a thing forward to make this quarter. And actually, let's just kitchen sink c four here. But short term
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