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Industry Focus

Financials: 2 Years Later – Does the Thesis Hold?

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 25 April 2016

⏱️ 18 minutes

🧾️ Download transcript

Summary

Industry Focus: Financials gets in its time machine to check in with David Hanson, one of the former hosts of the show. Gaby Lapera and David chat about his investing hypotheses for mega banks from two years ago and whether or not they still hold up. Is everything different? Have things changed at all? Tune in to find out.

Transcript

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0:00.0

Ooh spooky time machine this is industry focus financials edition

0:06.7

Hello everyone welcome to to Industry Focus Financial's Edition. This is Monday, April 25, 2016.

0:18.0

My name is Gabby LaPara and joining us in the studio today is David Hanson. Thanks for coming.

0:23.0

Of course, good to be back.

0:24.0

Yeah, it's really exciting.

0:25.0

You used to be on the show two years ago, one and a half years ago.

0:29.0

Yep.

0:30.0

Years ago. Where the money is.

0:31.0

Yeah. The show, formerly known as Where the Money is.

0:33.6

Yeah, so I think we were calling it where the money was earlier.

0:36.6

Well, pour one out.

0:38.6

Yeah, David Hanson used to be here a couple years ago, and we decided it would be really cool this week on Industry Focus if we brought on all of the, well, some of the old show hosts.

0:52.0

And so everyone is going to do this this week. I think you have Michael Douglas to look forward to and

0:57.3

I think the energy show isn't going to change. I think Taylor Mukerman has been on that show for forever

1:01.7

so I just don't get too excited for Thursday, I guess.

1:06.0

Anyway, let's talk about what the show was like when you used to be on it.

1:11.0

What were some of the things you talked about?

1:13.9

Oh, man.

1:15.9

So as Mac Hopenhaffroni, who he has, since he moved to Germany

1:19.2

and runs Fool.

1:20.6

D.E, our German site. So once Matt left we kind of had to reorganize the show

1:25.6

and kind of gave birth to industry focus. But used to be, I'm sure many of the

...

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