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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
00:00 Introduction
00:37 Banking Net Interest Income Is "Flat To Down"
04:26 Commercial Real Estate (CRE)
13:26 VanEck Ad
14:26
17:31 Consumer Deposits Have Become "Toxic"
20:07 Schwab
22:15 Chris Expects Mid-Size Banks To "Do Better Than The Big Guys" Next Year
24:43 If There's No Recession, Are Bank Stocks Still Cheap?
27:41 Higher For Longer Will Continue To Be Bad For Banks' Core Business of Taking Deposits And Making Loans
30:19 Bank of America Should Be "Spanked"
32:59 Only A Few Fed Cuts Are Needed To Improve Banks' Position
35:13 Consumer Credit Continues To Be Fine ("Not Even At 2019 Levels")
37:10 Credit Risk Issues For Banks Are Primarily In CRE
38:12 New York Community Bank
