Ep. 114 - Regional banks feel funding pressures, but second-quarter earnings target biggest bears
Ep. 114 - Regional banks feel funding pressures, but second-quarter earnings target biggest bears
Many regional banks’ second-quarter earnings might have fallen short of the Street’s estimates, but results contradicted... Read more
26 Jul 2023
•
21mins
Ep. 113 - Bank investors can find diamonds in the rough amid funding pressures
Ep. 113 - Bank investors can find diamonds in the rough amid funding pressures
The liquidity crunch that erupted in March made deposits more precious, but performance has diverged between institutio... Read more
27 Jun 2023
•
28mins
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Ep. 112 - Banks face Bob Ross effect, tougher exams but ‘huge’ M&A on horizon
Ep. 112 - Banks face Bob Ross effect, tougher exams but ‘huge’ M&A on horizon
While many banks are being unfairly painted with a broad brush, institutions will face tougher regulatory examinations a... Read more
1 Jun 2023
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26mins
Ep. 111 - Bearish bank investor turns bullish
Ep. 111 - Bearish bank investor turns bullish
Brad Rinschler, managing partner at Down Range Capital Management, said in the latest "Street Talk" podcast that he beli... Read more
23 May 2023
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Ep. 110 - Bears use banks as ‘weapons of destruction' to force change in Fed policy
Ep. 110 - Bears use banks as ‘weapons of destruction' to force change in Fed policy
Bearish investors are targeting bank stocks and ignoring the facts, according to Janney Montgomery Scott Director of Re... Read more
5 May 2023
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26mins
Ep. 109 - Liquidity crunch leaves some trophy franchises on sale - KBW CEO
Ep. 109 - Liquidity crunch leaves some trophy franchises on sale - KBW CEO
The liquidity crunch that emerged at a few institutions in March sent fears through the market and battered bank stocks ... Read more
7 Apr 2023
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25mins
Ep. 108 - Weighing Fed rate hikes against banks' liquidity crunch
Ep. 108 - Weighing Fed rate hikes against banks' liquidity crunch
Economists had hopes that the Federal Reserve could achieve a soft landing as it worked to tame inflation but that pros... Read more
17 Mar 2023
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20mins
Ep. 107 - Lessons learned from a modern day bank run
Ep. 107 - Lessons learned from a modern day bank run
Higher rates have put deposits under pressure across the banking industry, but liquidity strains have been far more pron... Read more
10 Mar 2023
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23mins
Ep. 106 - Banks may want to shrink rather than pay up for loan growth
Ep. 106 - Banks may want to shrink rather than pay up for loan growth
As deposit competition intensifies, banks should consider slowing or even stopping growing to mitigate credit risk and t... Read more
16 Feb 2023
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21mins
Ep. 105 - Banks could see opportunity in fintech's cleansing fire
Ep. 105 - Banks could see opportunity in fintech's cleansing fire
An unforgiving stock market and declining cash reserves at startups should lead to a wave of U.S. fintech industry conso... Read more
24 Jan 2023
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17mins
