With an obvious passion for the markets and the psychology behind them, Alexander Weiss from Trive South Africa joined us for a discussion on the banking industry.
The failure of Silicon Valley Bank is still fresh in our minds, prompting a discussion around the key differences between the risk embedded in US banks vs. local (South African) banks. There are great insights here around the basic risks of fixed income instruments and the importance of asset-liability matching at financial institutions.
We also looked at common metrics used in analysing banks, helping investors understand their relative valuations. Price/Earnings, Price/Book and other approaches were referenced.
For anyone looking to boost their knowledge of the banking sector, this discussion is a worthwhile investment of time.
For more information on Trive South Africa, visit the website at www.trive.co.za or check out their social media pages (@trive_sa).
Craig Antonie is certainly no stranger to Magic Markets listeners. The team at AnBro Capital Investments regularly join us to talk through stocks that...
Long-standing Magic Markets listeners will know the Future Forex team. They introduced the concept of crypto arbitrage to us, a process of making profits...
Stocks like Microsoft, Meta and Netflix have been strong winners in our portfolios (although we've had different exposures to them at different times). These...
