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Do Banks Have Enough Capital? | Dr. Martin Lubberink
The more capital a bank holds, the more losses it can take before going bust. Dr. Martien Lubberink, professor at Victoria University of Wellington, joins Forward Guidance to define regulatory bank capital and put it in context of the conspicuous bank meltdowns in March. Lubberink opines on the issues at Credit Suisse & Silicon Valley Bank through the lens of bank capital, and he shares insights on the health and nature of the banking system of New Zealand, where he currently resides. Filmed on April 6, 2023.

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Follow Martin Lubberink on Twitter https://twitter.com/cetier1
Read Martin Lubberink’s blog at https://capitalissues.co/
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
--
Pieces discussed in the interview:
“The Value of Kiwibank”:
https://capitalissues.co/2022/11/01/the-value-of-kiwibank/

“Fresh RBNZ Dashboard data shows New Zealand’s largest banks on track to meet increasing capital ratio requirements”:
https://capitalissues.co/2022/08/25/fresh-rbnz-dashboard-data-shows-new-zealands-largest-banks-on-track-to-meet-increasing-capital-ratio-requirements/

Apply to host the “Lightspeed” podcast on Blockworks at https://blockworks.co/careers
____
Use code GUIDANCE10 to get 10% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
Research, news, data, governance and models – now, all in one place. As a listener of Forward Guidance, you can use code GUIDANCE10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
____
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://rb.gy/5weeyw
Market commentary, charts, degen trade ideas, governance updates, token performance, can’t-miss-tweets and more. Subscribe to the Blockworks Research “Daily Debrief” Newsletter: https://rb.gy/feusos
____
Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets

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Timestamps:
00:00 Intro
01:39 Lubberink's Background In Bank Capital During The Great Financial Crisis (GFC)
08:04 What Is Bank Capital?
13:37 Silicon Valley Bank Was A Masterclass In "How To Not Run A Bank"
18:16 Banks' Hedging Of Interest Rate Risk
25:55 Permissionless
26:59 Important Regulatory Bank Capital Ratios
37:26 Credit Suisse & Additional Tier 1 Bonds
46:14 Operational Risks
48:11 "New Zealand Banks Are Among The Most Resilient Banks In The World”
51:32 Interest Rate Hedging Again (Jack Is Obsessed)
55:10 Blockworks Research
56:11 Kiwi Bank
01:01:33 Monetary Policy Of Reserve Bank of New Zealand (NZ's Central Bank)
01:04:08 Real Estate Boom in New Zealand
01:06:59 Relaxation Of U.S. Banking Regulation
...
https://www.youtube.com/watch?v=UfxqTVRvJpI
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