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Street Talk

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... Read more

Ranked #1

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Ep 9 - Looking for value in bank stocks with KBW's CEO

Ep 9 - Looking for value in bank stocks with KBW's CEO

We spoke with KBW President and CEO Tom Michaud about his outlook for bank stocks, what issues are of most importance to... Read more

27 Sep 2017

15mins

Ranked #2

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Ep. 52 - A bank's 'knife fight' to stay high performing in a low rate environment

Ep. 52 - A bank's 'knife fight' to stay high performing in a low rate environment

The current interest rate environment creates challenges for virtually all U.S. banks but some institutions, like Signat... Read more

4 Nov 2019

21mins

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Ranked #3

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Ep 17 - Accounting change could create $70 billion capital hit for banks

Ep 17 - Accounting change could create $70 billion capital hit for banks

A new accounting standard that changes that way banks reserve for loan losses might not sound that earth-shattering but ... Read more

25 Jan 2018

34mins

Ranked #4

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Ep 29 - Higher rates shaking up deposits, national digital platforms more than hype

Ep 29 - Higher rates shaking up deposits, national digital platforms more than hype

Greg Hertrich, managing director and head of U.S. depository strategies at Nomura, believes deposit competition should i... Read more

16 Aug 2018

24mins

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Ranked #5

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Ep 14 - An activist's view of US banks

Ep 14 - An activist's view of US banks

We spoke with PL Capital's Rich Lashley, longtime bank investor and shareholder activist, about his view of U.S. banks a... Read more

13 Dec 2017

20mins

Ranked #6

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Ep 23 - As more banks reach for yield, advisers urge caution

Ep 23 - As more banks reach for yield, advisers urge caution

More banks are reaching further out the yield curve in their loan portfolios to meet customer demands but, increasingly,... Read more

8 May 2018

13mins

Ranked #7

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Ep 28 - Despite investor concerns, KBW CEO sees more big bank M&A

Ep 28 - Despite investor concerns, KBW CEO sees more big bank M&A

KBW President and CEO Tom Michaud discussed the disconnect between banks' strong fundamental performance and investors' ... Read more

6 Aug 2018

23mins

Ranked #8

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Ep 49 - Criticizing Fed policy, while fearing China and the 'magic money tree'

Ep 49 - Criticizing Fed policy, while fearing China and the 'magic money tree'

Attendees at Camp Kotok, a gathering of market participants every August in Maine, were focused on recent Federal Reserv... Read more

16 Aug 2019

22mins

Ranked #9

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Ep. 51- Goldman talks Libor transition, recent SOFR volatility

Ep. 51- Goldman talks Libor transition, recent SOFR volatility

Financial institutions will move away from Libor, a reference rate that tracks nearly $400 trillion in financial contrac... Read more

14 Oct 2019

26mins

Ranked #10

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Ep 20 - Accounting change will hit U.S. banks' capital but could prepare them for next downturn

Ep 20 - Accounting change will hit U.S. banks' capital but could prepare them for next downturn

A new accounting provision changing the way U.S. banks reserve for loan losses will reduce the industry's capital by mor... Read more

19 Mar 2018

20mins

Ranked #11

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Ep 43 - More change, M&A on horizon for equity research industry

Ep 43 - More change, M&A on horizon for equity research industry

As the equity research business continues to face revenue headwinds, more firms could look to merge with pure play advis... Read more

29 May 2019

22mins

Ranked #12

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Ep 41 - How to win the funding battle, use fintech to play offense

Ep 41 - How to win the funding battle, use fintech to play offense

Investment banking firm Hovde recently unveiled a new practice that will work with community and regional banks on asset... Read more

28 Mar 2019

29mins

Ranked #13

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Ep 42 - Banks losing consumer deposits to fintech, digital platforms, commercial might be next

Ep 42 - Banks losing consumer deposits to fintech, digital platforms, commercial might be next

Fintech companies and digital-only players have become a threat to traditional banks' retail deposit bases and they coul... Read more

6 May 2019

18mins

Ranked #14

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Ep 48 - Bank M&A, investing against an inverted yield curve

Ep 48 - Bank M&A, investing against an inverted yield curve

Bank stocks have fallen over the last 12 months as fears of a global economic slowdown and a flat-to-inverted yield curv... Read more

12 Aug 2019

21mins

Ranked #15

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Ep 16 - Tax reform to add another wrinkle to bank M&A

Ep 16 - Tax reform to add another wrinkle to bank M&A

We spoke with Rick Childs, partner at Crowe Horwath LLP, about tax reform's impact on bank M&A activity. While tax r... Read more

10 Jan 2018

21mins

Ranked #16

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Ep 24 - De novos are back, get ready for more

Ep 24 - De novos are back, get ready for more

De novo banks, or newly formed institutions, were all the rage before the credit crisis but virtually dried up in the ye... Read more

21 May 2018

26mins

Ranked #17

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Ep 39 - A new era for blockbuster bank M&A

Ep 39 - A new era for blockbuster bank M&A

The days of large bank buyers pursuing deals to plant a flag in a new market might be gone with acquirers now seeing dea... Read more

8 Feb 2019

19mins

Ranked #18

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Ep 19 - Using festivals, coworking spaces to reach customers without branches

Ep 19 - Using festivals, coworking spaces to reach customers without branches

Banks across the U.S. continue to shrink their branch networks but one community bank, Citizens Bank of Edmond, has gone... Read more

27 Feb 2018

22mins

Ranked #19

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Ep 25 - Wake up savers, watch out banks - CDs back in vogue

Ep 25 - Wake up savers, watch out banks - CDs back in vogue

CD specials are back. More banks are offering the promotional rates on CDs, or certificates of deposits, to attract new ... Read more

20 Jun 2018

12mins

Ranked #20

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Ep 50 - Challenging the legacy core bank providers

Ep 50 - Challenging the legacy core bank providers

A new bank technology firm, Neocova, is looking to chip away at the dominant market share of the legacy core system prov... Read more

24 Sep 2019

26mins

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