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Chris Davis - A Multifaceted Perspective on Financial Services

Value Investing with Legends

CHAPTER

Is There a Threat to the Traditional Model of Banking?

Bank is really payments and lending. And these two things are joined at the hap. Do you see this is a threat to the traditional model of banking? How do you think about this kind of incredible growth of the payment industry outside bankin sect? The typical risks that financial investors, banking investors, need to think about are things left like credit capital regulation, interest rates, liquidity. Those big five, i think, are all demonstrably in good shape at the moment. So then we have to look at what's the most important risk. And the most portant risk is disintermediation, disruption. But if you were to fass forward and get lu renery and

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