Is it Time for European Banks to Shine? w/ Seamus Murphy
European household spending is exploding, and with tighter monetary policy for longer, banks may be set to benefit.
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
With sustained, blow-out household spending in the Eurozone, inflation can continue for longer than anticipated. Seamus Murphy, founder and managing director of Carraighill, joins Harry Melandri of MI2 Partners to discuss why European banks could outperform asset managers and private equity in this scenario.
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