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Overweight per host intro. On credit: 'Every quarter we kind of look for cracks' yet net charge-offs 'are flat to down this quarter' (@20:18); expects 'the best long growth quarter in the last few years' (@20:59) and continued wealth-management asset growth 'as long as the markets hold up' (@18:49).
“Yeah, listen, we think there's a very strong secular growth story tied to the wealth management business.”
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