Ep 346. Q&A: Investing Mistakes, Holding Compounders, ROIC, FCF + Growth
Focused Compounding
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How Do You Assess a Bank's Interest Rate Risk in a Rising Rate Environment?
Rising interest rates have positive and negative effects on banks. How do you assess a bank's interest rate risk in a rising rate environment? The spread that would make the most sense would be like three month and five year. Rates at zero are not so, and not as great as people think, because you still have to operate the bank.
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