Street Talk
By Nathan Stovall | S&P Global Market Intelligence
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Category: Business
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Subscribers: 12
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Episodes: 125
Description
Nathan Stovall, director of financial institutions research at S&P Global Market Intelligence, takes a deep dive into issues facing financial institutions and the investment community. Tune in for interviews with industry insiders as well as brief outlooks for the banking sector.
| Episode | Date |
|---|---|
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Ep. 125 - Tales from Top Perfomers: Five Star Bancorp CEO
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Mar 19, 2024 |
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Ep. 124 - KBW CEO challenges investors painting banks with broad brush
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Mar 15, 2024 |
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Ep. 123 - Bank regulators are tipping the scales, could push even harder
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Feb 18, 2024 |
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Ep. 122 - Banks’ Q4 results bring shades of ‘95 not ‘08, show credit digesting higher rates
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Jan 27, 2024 |
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Ep. 121 - Lessons learned from a tumultuous '23, potential read through to '24
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Dec 29, 2023 |
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Ep. 120 - Investor sees legs in US bank stock rally amid reasonably priced M&A
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Dec 20, 2023 |
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Ep. 119 - Unlocking keys to balance sheet restructurings, bank M&A
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Nov 21, 2023 |
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Ep. 118 - PE looking to fill community banks' capital need created by higher for longer rates
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Oct 25, 2023 |
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Ep. 117 - Banks face slow-cession, credit slippage as PE waits in the wings
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Sep 22, 2023 |
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Ep. 116 - Early remediation, not Basel III endgame, the answer to avoid repeat of spring 2023 bank failures
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Sep 20, 2023 |
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Ep. 115 - Unpacking the largest bank deal in ’23, private equity involvement in bankland
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Aug 09, 2023 |
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Ep. 114 - Regional banks feel funding pressures, but second-quarter earnings target biggest bears
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Jul 26, 2023 |
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Ep. 113 - Bank investors can find diamonds in the rough amid funding pressures
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Jun 27, 2023 |
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Ep. 112 - Banks face Bob Ross effect, tougher exams but ‘huge’ M&A on horizon
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Jun 01, 2023 |
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Ep. 111 - Bearish bank investor turns bullish
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May 23, 2023 |
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Ep. 110 - Bears use banks as ‘weapons of destruction' to force change in Fed policy
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May 05, 2023 |
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Ep. 109 - Liquidity crunch leaves some trophy franchises on sale - KBW CEO
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Apr 07, 2023 |
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Ep. 108 - Weighing Fed rate hikes against banks' liquidity crunch
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Mar 17, 2023 |
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Ep. 107 - Lessons learned from a modern day bank run
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Mar 10, 2023 |
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Ep. 106 - Banks may want to shrink rather than pay up for loan growth
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Feb 16, 2023 |
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Ep. 105 - Banks could see opportunity in fintech's cleansing fire
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Jan 24, 2023 |
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Ep. 104 - Deposits king of the bank M&A mountain amid funding hunt
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Dec 28, 2022 |
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Ep. 103 - Investors worry about bank liquidity, earnings drag from underwater bonds
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Nov 22, 2022 |
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Ep. 102 – Hopes that the bank dealmaking cool front could break in 2023
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Oct 28, 2022 |
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Ep. 101 - D&I focus helps Northwestern Mutual nearly double industry's blockbuster growth
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Oct 21, 2022 |
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Ep. 100 - KBW CEO offers optimism for bears fearful of bank liquidity, credit
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Oct 10, 2022 |
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Ep. 99 - Higher rates punish bond portfolios, weigh on bank M&A
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Aug 31, 2022 |
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Ep. 98 - Regulatory scrutiny having cooling effect on community bank M&A
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Aug 02, 2022 |
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Ep. 97 - Recessionary fears still keeping bank investors on the sidelines
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Jul 27, 2022 |
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Ep. 96 - Considering recession risks, prospects that the Fed achieves a 'soft landing'
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Jun 14, 2022 |
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Ep. 95 - Strategies for community banks to grow, navigate the upcoming "hurricane"
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Jun 03, 2022 |
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Ep. 94 - Recessionary fears in '22 overblown, Fed could overtighten
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May 12, 2022 |
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Ep. 93 - How to predict deposit betas, avoid betting too much on rate hikes
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Apr 28, 2022 |
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Ep. 92 - Citizens CEO discusses impact of inflation, growth through digital bank
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Apr 24, 2022 |
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Ep. 91 - Formerly bullish bank investor turns contrarian, saying stocks are "out of gas"
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Mar 31, 2022 |
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Ep. 90 - Banks should not wait on the Fed to put cash to work
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Mar 15, 2022 |
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Ep. 89 - Big bank cuts to overdraft fees could trickle down to small banks, spur M&A
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Feb 17, 2022 |
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Ep. 88 - Bank returns could fall short of Street's expectations, sparking more M&A
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Jan 31, 2022 |
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Ep. 87 - Fed could raise rates sooner, but 1970s-style inflation not on the table
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Dec 13, 2021 |
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Ep. 86 - TD Bank focused on growth in the US, open to deals
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Dec 02, 2021 |
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Ep. 85 - KBW CEO assesses threat from fintechs, sees legs in bank stocks, M&A
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Nov 29, 2021 |
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Ep. 84 - Pandemic pushes technology to the forefront for banks, insurers in 2022
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Nov 02, 2021 |
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Ep. 83 - Banks inking branch deals by coming to terms with multiple acquirers
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Oct 26, 2021 |
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Ep. 82 - Pickup in bank M&A could have domino effect
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Sep 01, 2021 |
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Ep. 81 - Amid strong recovery, Banc of California hearing more M&A chatter
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Aug 05, 2021 |
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Ep. 80 - Citizens Financial CEO discusses deal appetite, outlook for credit quality, loan growth
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Jun 29, 2021 |
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Ep. 79 - More attractive premiums for bank M&A targets coming
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Jun 16, 2021 |
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Ep. 78 - The case to grow deposits when the world is flush with cash
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May 27, 2021 |
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Ep. 77 - Excess liquidity, low rates leave banks between a rock and M&A
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May 06, 2021 |
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Ep. 76 - Record pace of fintech M&A, funding in Q1'21 has legs
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May 03, 2021 |
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Ep. 75 - As ESG gains currency, banks need long-term focus
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Mar 18, 2021 |
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Ep. 74 - Seeing legs in strong credit performance, US bank stock rally
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Feb 17, 2021 |
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Ep. 73 - Banks could see more regulation but playing field leveled with nonbanks
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Jan 26, 2021 |
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Ep. 72 - KBW CEO says desire to compete with megabanks driving more US regional bank M&A
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Dec 14, 2020 |
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Ep. 71 - Hotel sector faces tough sledding until full COVID-19 solution
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Nov 10, 2020 |
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Ep. 70 - Banks' liquidity conundrum could fuel M&A activity
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Oct 19, 2020 |
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Ep. 69 - Banks left with pockets full of cash and few places to go
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Sep 29, 2020 |
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Ep. 68 – As many investors zig away from bank stocks, 2 vets in the space zag toward them
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Sep 09, 2020 |
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Ep. 67 - Veteran investor taps Mick Mulvaney to help with latest financial stock-focused fund
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Aug 24, 2020 |
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Ep. 66 - Community banks tap the debt markets while the getting is good
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Jul 29, 2020 |
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Ep. 65 - Deferral practices trap US bank portfolios in purgatory
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Jul 28, 2020 |
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Ep. 64 - Coronavirus jumpstarts digital adoption
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Jun 22, 2020 |
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Ep. 63 - Deal talks continue amid bank M&A freeze, setting up for strong Q4
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Jun 09, 2020 |
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Ep. 62 - 'Brutal' outlook for oil demand offers banks in oil patch no relief
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Jun 02, 2020 |
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Ep. 61- Investors debate if U.S. banks have enough capital in post COVID world
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May 12, 2020 |
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Ep. 60 - You down with PPP? Consider the risks
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Apr 21, 2020 |
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Ep. 59 - Coronavirus bailout already towers over TARP and more to come
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Apr 08, 2020 |
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Ep. 58 - Getting to the bottom of battered bank stocks
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Mar 18, 2020 |
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Ep. 57 - Community bank turns on digital channel for flood of deposits
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Feb 19, 2020 |
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Ep. 56 - Latest bank MOE shows even the strong need scale to thrive
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Jan 29, 2020 |
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Ep. 55 - Longtime investor discusses bank stock outlook, playing the M&A trade
|
Jan 09, 2020 |
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Ep. 54 - Banks ramping up digital offerings to fend off fintech, big tech
|
Dec 11, 2019 |
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Ep. 53 - Veteran analyst questions value of scale in big bank M&A, future of independent research
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Dec 02, 2019 |
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Ep. 52 - A bank's 'knife fight' to stay high performing in a low rate environment
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Nov 04, 2019 |
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Ep. 51- Goldman talks Libor transition, recent SOFR volatility
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Oct 14, 2019 |
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Ep 50 - Challenging the legacy core bank providers
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Sep 24, 2019 |
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Ep 49 - Criticizing Fed policy, while fearing China and the 'magic money tree'
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Aug 16, 2019 |
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Ep 48 - Bank M&A, investing against an inverted yield curve
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Aug 12, 2019 |
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Ep 47 - Bank branch closures take greatest toll on majority-black areas
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Jul 29, 2019 |
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Ep 46 - With delay, CECL won't be countercyclical for most banks
|
Jul 23, 2019 |
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Ep 45 - Fed moving from rate hikes to lower for longer
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Jun 27, 2019 |
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Ep 44 - Blockchain, what is it good for?
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Jun 26, 2019 |
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Ep 43 - More change, M&A on horizon for equity research industry
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May 29, 2019 |
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Ep 42 - Banks losing consumer deposits to fintech, digital platforms, commercial might be next
|
May 06, 2019 |
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Ep 41 - How to win the funding battle, use fintech to play offense
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Mar 28, 2019 |
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Ep 40 - Digital banks take a page out of 'Mad Men'
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Mar 14, 2019 |
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Ep 39 - A new era for blockbuster bank M&A
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Feb 08, 2019 |
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Ep 38 - PG&E bankruptcy reveals climate change risk facing Calif. utilities
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Feb 06, 2019 |
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Ep 37 - Keep 'Marge' happy — how to win the battle for deposits
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Jan 14, 2019 |
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Ep 36 - 2018 leaves bank investors bruised, searching for value
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Jan 07, 2019 |
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Ep 35 - Recent selloff could make some bank franchises a bargain
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Nov 06, 2018 |
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Ep 34 - Digital lenders moving from disruptors to partners, tech providers for banks
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Nov 01, 2018 |
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Ep 33 - National digital platforms intensify fight for deposits
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Oct 22, 2018 |
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Ep 32 - On the ground in Puerto Rico – S&P investigates how bankers dealt with Hurricane Maria
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Oct 15, 2018 |
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Ep 31 - IPOs, blockbuster M&A deals are heating up
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Sep 18, 2018 |
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Ep 30 - Eyebrows raised as leveraged loans, cov-lite deals hit record levels
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Aug 22, 2018 |
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Ep 29 - Higher rates shaking up deposits, national digital platforms more than hype
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Aug 16, 2018 |
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Ep 28 - Despite investor concerns, KBW CEO sees more big bank M&A
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Aug 06, 2018 |
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Ep 27 - Looking for the cream of the crop in bank stocks
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Jul 16, 2018 |
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Ep 26 - Financial consumer watchdog's powerful investigative tool faces overhaul
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Jul 11, 2018 |
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Ep 25 - Wake up savers, watch out banks - CDs back in vogue
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Jun 20, 2018 |
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Ep 24 - De novos are back, get ready for more
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May 21, 2018 |
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Ep 23 - As more banks reach for yield, advisers urge caution
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May 08, 2018 |
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Ep 22 - Blockchain reality check
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Apr 26, 2018 |
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Ep 21 - US bank investors finding winners in deposit-rich franchises
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Apr 18, 2018 |
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Ep 20 - Accounting change will hit U.S. banks' capital but could prepare them for next downturn
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Mar 19, 2018 |
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Ep 19 - Using festivals, coworking spaces to reach customers without branches
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Feb 27, 2018 |
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Ep 18 - Tax Reform Opens the Door For Fiercer Bank Competition
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Feb 16, 2018 |
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Ep 17 - Accounting change could create $70 billion capital hit for banks
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Jan 25, 2018 |
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Ep 16 - Tax reform to add another wrinkle to bank M&A
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Jan 10, 2018 |
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Ep 15- Loan yield pressure limiting tax reform boost for US community banks
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Jan 08, 2018 |
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Ep 14 - An activist's view of US banks
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Dec 13, 2017 |
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Ep 13 - Good times rolling in bank IPO market
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Nov 20, 2017 |
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Ep 12 - Bank valuations looking rich amid weaker loan growth
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Nov 01, 2017 |
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Ep 11 - Where are we in the credit cycle, banks crossing over with fintech
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Oct 18, 2017 |
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Ep 10 - Bankers shouldn't get too comfortable with their deposit bases
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Oct 03, 2017 |
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Ep 9 - Looking for value in bank stocks with KBW's CEO
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Sep 27, 2017 |
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Ep 8 - Harvey hits Big Oil but banks, insurers should weather the storm
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Sep 06, 2017 |
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Ep 7 - How exposed are banks to the retail sector
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Aug 28, 2017 |
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Ep 6 - Scale still matters for small banks, de novos
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Aug 28, 2017 |
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Ep 5 - What blockchain means for banks
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Aug 28, 2017 |
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Ep 4 - Dishing on CCAR with RBC's Cassidy
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Aug 28, 2017 |
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Ep 3 - What's next for bank M&A
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Aug 28, 2017 |
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Ep 2 - Weighing chances of bank regulatory reform
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Aug 28, 2017 |
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Ep 1 - What's ahead for bank stocks
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Aug 22, 2017 |