9 | Daniel Tabbush, Banking in Asia

<p><span style="font-weight: 400;">My guest today is Daniel Tabbush (@TabbushReport). Daniel is the founder of the Tabbush Report, a research publication analysing Asia-Pacific banks. Prior to launching the Tabbush Report, he was the Head of Asian Bank research at CLSA for most of his career, overseeing coverage of 80 banks and 10 analysts.</span></p> <p><span style="font-weight: 400;">In this conversation, we dive deep into the Asian Financial Crisis, and the banking sector with ASEAN.</span></p> <p><span style="font-weight: 400;">I hope you enjoy my conversation with Daniel Tabbush.</span></p> <p> </p> <p><span style="font-weight: 400;">For the full show notes, transcript, and links to mentioned content, check out the episode page on </span> <a href= "https://compoundingpodcast.com/ep9"><span style= "font-weight: 400;">https://compoundingpodcast.com/ep9</span></a></p> <p> </p> <p><span style="font-weight: 400;">------</span></p> <p> </p> <p><strong>Show Notes:</strong></p> <p><span style="font-weight: 400;">[00:00:31] - [First question] - What was the Asian Financial Crisis like?</span></p> <p><span style="font-weight: 400;">[00:03:42] - What really stood out during the AFC? </span></p> <p><span style="font-weight: 400;">[00:05:49] - On how Malaysia handled the AFC</span></p> <p><span style="font-weight: 400;">[00:07:31] - How did bank behaviour change after?</span></p> <p><span style="font-weight: 400;">[00:09:57] - Could this all happen again?</span></p> <p><span style="font-weight: 400;">[00:11:27] - Some potential problems of today’s banking behaviour</span></p> <p><span style="font-weight: 400;">[00:13:32] - The current Macro environment</span></p> <p><span style="font-weight: 400;">[00:16:20] - Negative interest rates and their long-term impact </span></p> <p><span style="font-weight: 400;">[00:17:21] - Central bank policy</span></p> <p><span style="font-weight: 400;">[00:19:15] - Currency debasement and the future value of fiat money</span></p> <p><span style="font-weight: 400;">[00:20:52] - How does low