In this episode, you'll learn:
- What is the intrinsic value of Charles Schwab
- The importance of networking effects in wealth management
- Why the two most important metrics in wealth management is AUM growth and NIM
- How to value a financial service company
- What the expectation is for inflation, and the impact for Charles Schwab
- Ask the Investors: When do you understand an asset well enough to invest in it?
BOOKS AND RESOURCES MENTIONED IN THIS EPISODE
- Arif Karim’s company, Ensemble Capital
- Ensemble Capital’s educational blog
- Ensemble Capital’s Twitter
- Subscribe to "Real Vision: Finance, Business & Global Economy” on Apple Podcasts, Spotify or wherever you listen to podcasts.
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