The Breakdown cover image

Is Credit Suisse the Next Lehman Brothers?

The Breakdown

00:00

Credit Suisse and CDS - What Do You Think?

Credit Suisse options price an explosive equity move over the next three months. Implied volatility of 61 at decade highs imply moves to X times US financials. The drop in CS stock price has coincided with declining earnings expectations. CDS results have four levers: A. A Swiss bank and wealth arm serving rich folk. B. An investment bank that's losing share with no prime brokerage due to Bill Hwang's blowup. D. Big legal liability and fines from B. And a flailing fund distribution suite.

Play episode from 03:54
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