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Bank Talk Podcast - January 2019

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Published on Jan 16, 2019

In this month’s podcast, Van and Ethan look at the disconnect between the equity market’s valuation of the banking industry and the fundamental picture of financial health and soundness conveyed through financials. They then shift to discuss the trend in net interest margin, the level of interest rates, and where they are headed, then close with some thoughts on future bank consolidation.

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