In our first episode of the earnings season, we discuss our key takeaways from the big banks that reported including takes on credit quality, the possibility of a hurricane coming and the state of the consumer. 

Show Notes

00:00:00   Introduction

00:00:07   Big Banks Report

00:01:01   5% is the Place to Be

00:01:56   Consumer Dipping into Savings and Credit

00:03:05   No hurricane

00:04:04   Dollar Down

00:05:41   Search for Yield

00:06:59   The State of Semis and Auto

00:08:50   Conclusion