
Ep 372. S&P 500 is Down 25% YTD, FAANG, Interest Rates, International Stocks, and Other Questions from Twitter
Focused Compounding
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The Biggest Concern for Banks Right Now
The biggest concerns are now as a mismatch between asset and liability duration. I think that the safest thing and what would make a bank the strongest in this environment Would be customer deposits from actual Households and businesses who believe you're providing them with some sorts of services or things Beyond just providing them with yield. Mm-hmm. Well Uh, we could hop over to our monthly q&a podcast Um And when I say monthly we actually didn't do one last month Uh last time we did a q&a was two Months ago because we did a snap judgment last month,. But uh, be on a lookout for future ones I think it's good to do once a month
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