John Hempton on What's Ailing Bank Stocks
Podcast |
Odd Lots
Publisher |
Bloomberg
Media Type |
audio
Categories Via RSS |
Business
Business News
Investing
News
News Commentary
Publication Date |
Aug 19, 2019
Episode Duration |
00:50:53
We live in a world of generally expensive stock markets and bank equities trading at 30-year lows. So says John Hempton, co-founder of hedge fund Bronte Capital and a former bank analyst, who also calls it "one of the great puzzles of the world." On this episode, we take a special trip to Australia to speak with Hempton about banks and how they fit into the way he evaluates good businesses and promising stocks. He notes that bank profit margins have been declining in places with both positive and negative rates. We also speak about how he picks stocks in a market currently trading at eye-watering valuations, why you shouldn't necessarily seek 'value,' and what investors can learn from the early 2000s tech bubble.

This episode currently has no reviews.

Submit Review
This episode could use a review!

This episode could use a review! Have anything to say about it? Share your thoughts using the button below.

Submit Review