Banking a Tale of Two Cities in Washington: Rosner

The transcript discusses the state of the banking economy, focusing on financial systems, interest rates, and the impact of Washington's policies. It analyzes the current banking environment, challenges in generating loan demand, and issues with mortgage acquisition due to underwriting standards. The discussion also covers the effects of Dodd-Frank on banking power concentration and provides an analysis of large versus small banks, highlighting market trends and regulatory impacts.

Discuss the implications of Dodd-Frank on the concentration of power in big banks.

What trends have been observed in the valuations of big banks compared to regional banks?