Keith Smith - Looking At Unique Ideas
The Business Brew
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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.
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