We'd Stay Away From Banks With Capital Woes, Says Jullier

The video discusses the valuation of US and European banks, focusing on their price-to-book ratios. It highlights investment strategies, market trends, and the impact of yield curves on bank exposures. The discussion also covers capital increases, market risks, and systemic risks, providing a future outlook for the banking sector.

What risks are associated with waiting for capital increases in banks?

In what ways has the banking sector changed since the systemic crises of the past?