Banking Sector
topic on 3 shows · 5 statements across 5 episodes
Another Podcast 
the Knowledge Project 
Capital Allocators
5 statements about Banking Sector, every show
Masters: Post-2008 regulatory focus caused banks to miss the smartphone revolution
“The bank and every bank necessarily had been very inwardly focused in the period from 2008, nine onwards. And it had to do with regulatory reform and the many scandals and big settlements that had to be worked through. And it was really a period of existential…”
Robinson: JPMorgan outperforming other banks is a slightly bearish market signal
“JP Morgan's outperforming does tell you something about those who want to look it up. It does tell you something. Sorry, it's slightly bearish, not hugely so. And when it's underperforming, it's slightly good.”
Zandiyeh: Uzbek banks ignore SMEs despite driving 60% of GDP
“If you look at the banking sector, effectively, 80% of that banking sector only does corporate and government lending. There's no real retail banking. There's no real banking to small to mid-sized businesses. Small to mid-sized businesses are about 60% of the …”
Toomey: Market Faces Systemic Stress Rather Than Imminent Crisis
“I would describe it as I see a lot of stress in the system. I wouldn't say that we see crisis looming on the horizon, but rising interest rates, particularly at the rate that it occurred, some of the areas where you're starting to see pop up, like in the banki…”
Evans: Apple offers credit cards for ecosystem reasons, not disrupting banking
“Apple is now, you know, has a credit card and the sort of talk that it's building a bunch of sort of financial infrastructure. It's not doing that because it wants to overturn the existing market structure of banking. It's doing that for Apple reasons.”