Collins: US banking system won't recover until Fed cuts rates 400 bps
Porter Collins · Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325) · Jul 3, 2023 · at 38:31
Seawolf Capital co-founder Porter Collins explains what is required for the commercial banking system to recover from structural deposit funding headwinds.
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“Nothing's going to change until the Fed cuts rates, 400 basis points.”
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