Joe Hegner of Asterozoa Capital believes that automating 10% of Morgan Stanley's middle and back-office functions could increase its net interest margins from a potential 20% to 30%.

Joe Hegner of Asterozoa Capital believes the private credit market has engaged in irresponsible risk-taking by deploying approximately $2 trillion over the last 7-8 years.

Joe Hegner of Asterozoa Capital predicts the yield curve will steepen over the next 12 to 18 months, which will benefit banks' net interest margins.