The Business Brew cover image

Keith Smith - Looking At Unique Ideas

The Business Brew

CHAPTER

Banks Investing in Good Loans and Return on Equity

This chapter discusses the importance of banks investing in good loans with a good record of return on equity and relatively low losses. The speaker emphasizes the need for a higher required rate of return for equity investors compared to debt investors. They give an example of currently available returns in well-underwritten BDCs and discuss the potential impact of interest rate changes on these returns.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner