Part 7/8:
Frankel clarified that the growth opportunity for smaller banks indeed exists but is contingent on their specific loan composition and how their revenues respond to changes in interest rates.
Additionally, listeners raised questions concerning the conflict between dividends and share buybacks in large companies like Visa and Mastercard. Both hosts concurred on the importance of a balanced approach neither favoring dividends over buybacks nor vice versa, as both mechanisms serve to reward shareholders in different ways.