How analysts think about banks: AI, regulation and the consumer
Description
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
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