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!

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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.