Capital Ideas Investing Podcast
How analysts think about banks: AI, regulation and the consumer
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:35:51
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Sinopsis
Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced this challenge with gusto and a disciplined, three-pronged approach: analyzing financial metrics and ratios, drawing on qualitative insights and incorporating macroeconomic trends. In this episode: AI's early impact on banking and potential for future revenue production How credit card issuers are capitalizing on secular tailwinds Insights on regulatory changes, private credit and stablecoins The value of being resourceful, persistent and a little entertaining #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: