Episode 67: Banks' Q2 22 Earnings

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