All about the Banks, Peak Yields?, and “Textbook Bottom” Buys 10/17/22
The Exchange
00:00
Let's Let the Lag Effect Take Effect
Financials have performed pretty well of late, but have been hurt a lot this year because everybody's going, oh my gosh, here comes the recession. A lot of lending, bad lending is taking place outside the banking system. And obviously, I'd love to see the Fed slow their role. But clearly, you've got to let some of these rate hikes take effect.
Play episode from 09:35
Transcript
