Peak Optimism or Hidden Fault Lines? Banks, Oil & the Pay-to-Play Risk No One’s Pricing In

Описание: Markets look orderly—but beneath the surface, stress is building. On this episode of Wall Street Beats Roundtable, David Maris, Bob Morris, and Charlie Peabody break down why capital markets may be pricing peak revenues just as leverage, policy intervention, and “pay-to-play” pressures converge. From bank buybacks and Fed credibility to energy volatility and why precious metals may be the real risk-off trade, this conversation exposes the cracks forming before the narrative shifts.

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