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In this special episode (Episode 80), we host former hedge fund manager Marc Rubinstein to discuss the key takeaways from Banks' Q3 22 earnings calls. Marc is the author of Net Interest and writes for Bloomberg Opinion. He covers financial sector themes. We are also joined by Brian Gilmartin, CFA from Trinity Asset Management who writes the blog Fundamentalis.
By The TranscriptIn this special episode (Episode 80), we host former hedge fund manager Marc Rubinstein to discuss the key takeaways from Banks' Q3 22 earnings calls. Marc is the author of Net Interest and writes for Bloomberg Opinion. He covers financial sector themes. We are also joined by Brian Gilmartin, CFA from Trinity Asset Management who writes the blog Fundamentalis.