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In Episode 93 of the show, our mate Charlie Peabody of Portales Partners returns for our quarterly bank earnings special. Banks peaked in August/September, and Charlie thinks the balance sheet, not the P&L, is about to drive this market lower. We cover credit cards, BNPL, Goldman's prime broking boom, the Situational Awareness liquidation, the Treasury basis trade, SDR monetization, stablecoins versus deposit franchises, and what Q3 earnings will actually show.
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