MRKT Call: Microsoft & Alphabet Report Earnings After the Bell
RiskReversal Pod
00:00
The Rise of Regional Banks
People that now think we're on sort of terra firma in terms of the economy are finding stocks that they deem to be value when they're throwing money on them. The consumers might be at sort of the intersection of all of this because I do think you're going to get to a point where they're going to start to be challenged. And it's going to manifest itself, he says, in lower earnings for regional banks.
Play episode from 14:16
Transcript
