Understanding Banks
"There's this tendency among bank investors to get stuck up on this idea of metrics and all that kind of stuff. But it just doesn't mean anything. If you really know what you're doing, it doesn't mean anything. So what do you have to do? You have to assess the people that are running these organizations. That's the only way you can get a sense for whether those metrics are even worth taking a look at."

This week, we interviewed John Maxfield on all things banks. I enjoyed the whole interview but this particular part of the discussion really stuck with me. Management's integrity and their approach to risk management is truly the only thing standing between a durable financial institution and a failed one.

If you're truly interested in investing in banks, I highly recommend listening to our interview with John: https://open.spotify.com/episode/3OcWOEKBTl7IkZRr7kZoEz?si=BplSRx6bR4yQoGmgIOPkZA
The Banking Industry with John Maxfield
Listen to this episode from Chit Chat Money on Spotify. The banking industry plays a crucial role in the stock market, as banks often form a significant portion of many investment portfolios. As a highly regulated industry with cyclical tendencies, banking stocks can be impacted by a wide range of factors, from economic conditions and interest rates to changes in government policies and regulations. Listen as Brett and Ryan ask questions for John to answer. Enjoy the show! ***************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ***************************** Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney  Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/ Interested to see more of John's work? Check out his Twitter here: https://twitter.com/MaxfieldOnBanks?s=20 Contact us: chitchatmoneypodcast@gmail.com Timestamps Banking | (2:57) Bank Analysis | (21:04) Interest Rates | (28:26) Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
The Banking Industry with John Maxfield
Yegor's avatar
Enjoyed this episode ! Will be sharing it with others
Ryan Henderson's avatar
@from100kto1m Awesome, really appreciate that!



Already have an account?