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Episode 67: Banks' Q2 22 Earnings
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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 Episoden
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 28, 2024 19:36 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
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 Episoden
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