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Ep 388. SVB Financial Collapse, Modern Bank Runs, and The Future of Regional Banks

Focused Compounding

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The Long Term Outlook for Banking

I know of many banks that have no health maturity security at all. People can withdraw with like a quarter of notice and they can withdraw over a period of a year. I'd say generally that means we'd be able to sell everything faster than they could withdraw it, but it varies. On average, though, our duration in terms of how quickly we could get out of things is a lot shorter than people's. We could get out a lot quicker and people could demand the money, but yeah.

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