Andy Beal, America’s richest banker, makes a massive bond bet on inflation

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Andy Beal, America’s richest banker, makes a massive bond bet on inflation
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Exclusive: While some bank chiefs mismanaged rates, Andy Beal waited years for yields to rise before buying Treasury inflation-protected bonds like crazy

For a decade, Andrew Beal waited for market conditions to change. With interest rates at rock-bottom levels, year after year, and other small and regional banks taking big risks to generate a little bit of income, Beal mostly did nothing. He sat on his hands while the assets of the bank that he ran decreased over a ten-year period.As... For a decade, Andrew Beal waited for market conditions to change.

For decades, Beal, 70, has owned two separately chartered banks under the Beal Bank name. Based in the Dallas area, he has tried to remain out of the public eye, but on a few occasions his activities have drawn attention. He famously showed up at the Las Vegas Bellagio in 2001 and challenged the world’s best poker players to some of the highest-stakes games ever played at the time.

Beal headed to the sidelines. He stopped making too many new loans, let the ones he made or acquired during the financial crisis run off, and did not buy many more assets. Beal Bank ended 2011 with $9.5 billion in assets and eight years later, on the eve of the pandemic, it had shrunk to $7.1 billion of assets, FDIC filings show.

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