If a bank has to make a statement about its safety and soundness, that’s usually a bad sign. Sultan Meghji is the former Chief Innovation Officer of the Federal Deposit Insurance Corporation (FDIC) and a professor at the Pratt School of Engineering at Duke University. Ricky Mulvey caught up with Meghji to discuss: - Where Silicon Valley Bank and the FDIC f ... Show More
Yesterday
Is Wall Street Turning on AI?
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical ... Show More
40m 46s
Oct 29
Alphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ... Show More
24m 8s
Mar 2023
Prof G Markets: SVB’s Collapse, the U.S. Banking System, Venture Catastrophists, and What’s Next
This week on Prof G Markets, Scott and Ed unpack what happened to Silicon Valley Bank and what its stress test means for the strength of the U.S. banking system. They also discuss how branding has played a role in the chaos, particularly as it relates to the two tiers of venture ... Show More
49m 47s
May 2023
Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation
<p>As the banking sector is in the news again, investors wonder about an increase in borrowing from the Fed and possible restrictions on the horizon.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Vishy Tirupattur, Morgan Stanley's Chief Fixe ... Show More
3m 9s
Mar 2023
The Huge Significance of Small Banks
Torsten Slok had been firmly in the “no landing” camp of economists. More positive than a “soft landing,” its adherents say the Federal Reserve will tame inflation without triggering a recession at all. But for Slok, chief economist of Apollo Global Management, that all changed w ... Show More
39m 43s
Aug 2020
What does Covid-19 mean for the future of Banking?
How has the banking industry adapted to the changes that we've all been affected by in 2020? Emirates NBD’s Senior Executive Vice-President and Head of Retail Banking and Wealth Management, Suvo Sarkar and Executive Vice-President, and Head of Retail Banking UAE, Marwan Hadi, tal ... Show More
16m 40s