Focused Compounding Ep 417. Banking on the Curve: A Fresh Look at Bank Stocks
Dec 18, 2023
The podcast discusses the current state of banks, the impact of the yield curve on the banking industry, and the variations in deposit base and loans between Hingham and Frost banks. It also explores how a bank overcame challenges during a period of yield curve inversion and low interest rates, and provides a comprehensive analysis of owning smaller banks versus big banks like JP Morgan.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 β’ 2min
Discussion on Banking Industry and its Relation to the Yield Curve
02:13 β’ 3min
Comparison of Deposit Base and Loans between Hingham and Frost
05:13 β’ 4min
Challenges and Durability of a Bank During a Period of Yield Curve Inversion and Low Interest Rates
09:21 β’ 4min
Smaller Banks vs Big Banks: Analyzing Returns and Valuations
13:35 β’ 11min