

Chris Whalen on Big Bank Earnings and the Return of Credit Risk
7 snips Apr 14, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
The Spread Between the 10-Year Treasury and Mortgage Rates
02:27 • 2min
The Distress of Commercial Real Estate
04:10 • 2min
The Biggest Headwind for Banks in the Second Quarter
06:26 • 2min
The Importance of Commercial Restructuring
08:41 • 3min
How JP Morgan's Financial System Makes Money
12:05 • 2min
Capital One's Position in the Credit Card Business
14:21 • 2min
The Fed's Negative Effects on the Market
16:07 • 4min
The Rise of Hot Money
20:06 • 2min
The Disturbing Effects of Quantitative Easing on the Commercial Banking System
22:07 • 3min
The Fed Doesn't Hed - What You Should Know
24:51 • 2min
The Volatility of the Market
27:08 • 2min
The Fed's Hitting Cycle Is Over
29:23 • 2min
The Fed Signals for Inflation
31:37 • 2min
The Bank's Equity Position Has Improved
33:22 • 3min
The Importance of Hedging
36:23 • 2min
The Importance of Hedging in the Market
38:32 • 3min
The Risks of Mortgage Servicing Rights
41:28 • 4min
The Importance of Operating Expense Control
44:58 • 2min
Warren Buffett's Sell of US Bank, USB
47:00 • 3min