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