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The Compound and Friends
Pricing In Cuts
Dec 15, 2023
Bob Elliott, financial expert, joins The Compound and Friends to discuss the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest piece of research, and hedge fund strategy ETFs. They also explore the impact of interest rates, bonds, and prospects for regional banks, as well as the stability of deposits in small and large banks. Finally, they discuss Netflix's power law structure and strategic promotion, comparing it to traditional cable systems and recommending non-finance podcast Hidden Forces.
01:15:58
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Quick takeaways
- Deposits in small and regional banks have remained stable and experienced growth, indicating no significant credit risk or panic among depositors.
- The recent rally in regional banks and interest rate-sensitive sectors can be attributed to the easing of monetary policy and investor confidence in their stability and profitability.
Deep dives
Deposits remain stable despite concerns
Despite concerns at the beginning of the year about a potential deposit flight, deposits have remained stable and have even seen some growth. While large bank deposits have fallen, this was offset by increased deposits in small and regional banks. The stability in deposits indicates that there is no significant credit risk or panic among depositors. The rise in deposits in small banks can be attributed to their higher interest rates compared to large banks.
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