“European banks… payout ratio is 88 percent… they outperformed the S&P by as much as AI did since April 2025.”

The Compound and Friends · This Is Where the Rubber Meets the Road, with Jurrien Timmer

Play from 1:04:39
1:04:39

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What was described

Highlight European bank sector performance

Payout ratio 88%; outperformance of S&P since April 2025 comparable to AI sector

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