Real Vision: Finance & Investing

Is it Time for European Banks to Shine? w/ Seamus Murphy

23 snips
Jul 15, 2023
Guest
Seamus Murphy
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Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Importance of Monetary Policy
02:23 • 3min
3
The Mechanism of the Ineffectiveness of Monetary Policy
05:14 • 4min
4
The Rise of Disposable Incomes in Europe
09:37 • 5min
5
The Negative Effect of Fiscal Policy on Interest Rates
14:34 • 3min
6
Where Do You Think Rates Peak?
17:09 • 6min
7
The Politics of Interest Rates in the GTAN
23:02 • 5min
8
The Effects of the Fed Higher on the Residential Market
27:45 • 4min
9
The Debt Analysis in Brazil
31:54 • 2min
10
The Risks of a Credit Card Cycle in Brazil
34:20 • 2min
11
The Impact of Interest Rates on European Banks
36:22 • 4min
12
Private Equity and Private Credit Refinance
40:20 • 2min
13
The Bullish Case for the Banks
41:56 • 4min
14
The Eurozone's Social Issues
46:15 • 6min
15
Private Equity and the Asset Management Sector
52:17 • 2min
16
The Future of Financial Repression
54:10 • 2min
17
The Differences Between European and US Banks
56:11 • 2min
18
The Rise of European Banks
57:51 • 2min
19
The Fed's Upward Pressure on Rates Is a Dreadful Environment for US Regionals
01:00:10 • 4min