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Episode 67: Banks' Q2 22 Earnings
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on October 31, 2025 02:01 (). Last successful fetch was on September 28, 2024 19:36 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 335100782 series 3276605
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
112 에피소드
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on October 31, 2025 02:01 (). Last successful fetch was on September 28, 2024 19:36 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 335100782 series 3276605
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
112 에피소드
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