Chit Chat Stocks cover image

Nu Holdings: The Best Banking Stock Globally? With Dave Ahern

Chit Chat Stocks

00:00

Key Risks: Politics, Credit, and Unit Economics

Brett asks what worries Dave and he highlights political risk, credit/non-performing loans, and RPAC versus cost-to-serve metrics.

Play episode from 39:04
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app