Citigroup Should Split Business in Two: KBW CEO Michaud

The video discusses strategies to unlock value in Citigroup, including splitting it into consumer and institutional businesses. It explores consolidation trends in the banking industry, the role of shareholder activism, and regulatory challenges faced by large banks. The potential impact of global competition, particularly from Chinese banks, is also considered.

How might the consolidation of banks affect their ability to generate shareholder value?

What impact does shareholder activism have on the banking sector as mentioned in the text?

What are the potential consequences of breaking up large banks like Citigroup?