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Episode 67: Banks' Q2 22 Earnings

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In the special episode, we host former hedge fund manager Marc Rubinstein to discuss the key takeaways from Banks' Q2 22 earnings calls. Marc is the author of Net Interest and writes for Bloomberg Opinion. He covers financial sector themes.

Show Notes:
00:00:00 Introduction
00:01:30 What Happens During Earnings Season?
00:04:25 The US Banking Industry
00:07:16 Key Takeaways from Banks this Earnings Season
00:16:22 Rising Rates and The Banking Industry
00:18:44 Banking Sector Outlook for Q3 22
00:21:13 How to Analyze Banks
00: 26:32 Fun Takes: Mike Mayo Vs Jamie Dimon
00:30:12 Conclusion

  continue reading

112 episoder

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Episode 67: Banks' Q2 22 Earnings

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Manage episode 335100782 series 3276605
Indhold leveret af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Scott Krisiloff and Erick Mokaya, Scott Krisiloff, and Erick Mokaya eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In the special episode, we host former hedge fund manager Marc Rubinstein to discuss the key takeaways from Banks' Q2 22 earnings calls. Marc is the author of Net Interest and writes for Bloomberg Opinion. He covers financial sector themes.

Show Notes:
00:00:00 Introduction
00:01:30 What Happens During Earnings Season?
00:04:25 The US Banking Industry
00:07:16 Key Takeaways from Banks this Earnings Season
00:16:22 Rising Rates and The Banking Industry
00:18:44 Banking Sector Outlook for Q3 22
00:21:13 How to Analyze Banks
00: 26:32 Fun Takes: Mike Mayo Vs Jamie Dimon
00:30:12 Conclusion

  continue reading

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