All Episodes

Ep. 149 - Goodbye Europe, hello Beijing: George Friedman says Russia's Ukraine failure makes old U.S. alliances obsolete

Ep. 148 - Banks, AI and the not so "hidden" exposure to private credit

Ep. 147 - KBW CEO sees M&A reboot, green lights for regional bank valuations

Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks

Ep. 145 - Bank stocks are divorced from fundamentals

Ep. 144 - Decoding banks' third-quarter earnings and rebounding M&A activity

Ep. 143 - Stablecoins vs. traditional banking: Who wins the battle for depositors?

Ep. 142 - Despite looming rate cuts, strong deposit franchises still take the cake

Ep. 141 - Signs of stronger bank M&A emerge as serial acquirers, large transactions return

Ep. 140 - InterBank CEO C.K. Lee talks keys to high performance, producing a 3-plus% ROAA

Ep. 139 - Balance sheet, M&A and capital raising strategies for a volatile environment

Ep. 138 - Assessing the impact of tariffs on US banks

Ep. 137 - Two top community bank performers share their special sauce

Ep. 136 – An activist's view of the banking industry

Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open

Ep. 134 - KBW CEO says bank stocks still have room to run

Ep. 133 - Six reasons for a brighter bank M&A outlook

Ep. 132 - How the 2024 election could reshape bank regulation and M&A

Ep. 131 - Bank boards capitulating, pushing for scale to combat challenges

Ep. 130 - How threatened are US banks by the wave of commercial real estate maturities

Ep. 129 - Investor sees inflection point in bank stocks

Ep. 128 - Tales from Top Performers: South Plains Financial, Stellar Bancorp and City Holding Co.

Ep. 127 - The knife fight for deposits could spur more bank deals

Ep. 126 - Hunting the bears, making the bull case for CRE

Ep. 125 - Tales from Top Perfomers: Five Star Bancorp CEO

Ep. 124 - KBW CEO challenges investors painting banks with broad brush

Ep. 123 - Bank regulators are tipping the scales, could push even harder

Ep. 122 - Banks' Q4 results bring shades of '95 not '08, show credit digesting higher rates

Ep. 121 - Lessons learned from a tumultuous '23, potential read through to '24

Ep. 120 - Investor sees legs in US bank stock rally amid reasonably priced M&A

Ep. 119 - Unlocking keys to balance sheet restructurings, bank M&A

Ep. 118 - PE looking to fill community banks' capital need created by higher for longer rates

Ep. 117 - Banks face slow-cession, credit slippage as PE waits in the wings

Ep. 116 - Early remediation, not Basel III endgame, the answer to avoid repeat of spring 2023 bank failures

Ep. 115 - Unpacking the largest bank deal in '23, private equity involvement in bankland

Ep. 114 - Regional banks feel funding pressures, but second-quarter earnings target biggest bears

Ep. 113 - Bank investors can find diamonds in the rough amid funding pressures

Ep. 112 - Banks face Bob Ross effect, tougher exams but 'huge' M&A on horizon

Ep. 111 - Bearish bank investor turns bullish

Ep. 110 - Bears use banks as 'weapons of destruction' to force change in Fed policy

Ep. 109 - Liquidity crunch leaves some trophy franchises on sale - KBW CEO

Ep. 108 - Weighing Fed rate hikes against banks' liquidity crunch

Ep. 107 - Lessons learned from a modern day bank run

Ep. 106 - Banks may want to shrink rather than pay up for loan growth

Ep. 105 - Banks could see opportunity in fintech's cleansing fire

Ep. 104 - Deposits king of the bank M&A mountain amid funding hunt

Ep. 103 - Investors worry about bank liquidity, earnings drag from underwater bonds

Ep. 102 – Hopes that the bank dealmaking cool front could break in 2023

Ep. 101 - D&I focus helps Northwestern Mutual nearly double industry's blockbuster growth

Ep. 100 - KBW CEO offers optimism for bears fearful of bank liquidity, credit

Ep. 99 - Higher rates punish bond portfolios, weigh on bank M&A

Ep. 98 - Regulatory scrutiny having cooling effect on community bank M&A

Ep. 97 - Recessionary fears still keeping bank investors on the sidelines

Ep. 96 - Considering recession risks, prospects that the Fed achieves a 'soft landing'

Ep. 95 - Strategies for community banks to grow, navigate the upcoming "hurricane"

Ep. 94 - Recessionary fears in '22 overblown, Fed could overtighten

Ep. 93 - How to predict deposit betas, avoid betting too much on rate hikes

Ep. 92 - Citizens CEO discusses impact of inflation, growth through digital bank

Ep. 91 - Formerly bullish bank investor turns contrarian, saying stocks are "out of gas"

Ep. 90 - Banks should not wait on the Fed to put cash to work

Ep. 89 - Big bank cuts to overdraft fees could trickle down to small banks, spur M&A

Ep. 88 - Bank returns could fall short of Street's expectations, sparking more M&A

Ep. 87 - Fed could raise rates sooner, but 1970s-style inflation not on the table

Ep. 86 - TD Bank focused on growth in the US, open to deals

Ep. 85 - KBW CEO assesses threat from fintechs, sees legs in bank stocks, M&A

Ep. 84 - Pandemic pushes technology to the forefront for banks, insurers in 2022

Ep. 83 - Banks inking branch deals by coming to terms with multiple acquirers

Ep. 82 - Pickup in bank M&A could have domino effect

Ep. 81 - Amid strong recovery, Banc of California hearing more M&A chatter

Ep. 80 - Citizens Financial CEO discusses deal appetite, outlook for credit quality, loan growth

Ep. 79 - More attractive premiums for bank M&A targets coming

Ep. 78 - The case to grow deposits when the world is flush with cash

Ep. 77 - Excess liquidity, low rates leave banks between a rock and M&A

Ep. 76 - Record pace of fintech M&A, funding in Q1'21 has legs

Ep. 75 - As ESG gains currency, banks need long-term focus

Ep. 74 - Seeing legs in strong credit performance, US bank stock rally

Ep. 73 - Banks could see more regulation but playing field leveled with nonbanks

Ep. 72 - KBW CEO says desire to compete with megabanks driving more US regional bank M&A

Ep. 71 - Hotel sector faces tough sledding until full COVID-19 solution

Ep. 70 - Banks' liquidity conundrum could fuel M&A activity

Ep. 69 - Banks left with pockets full of cash and few places to go

Ep. 68 – As many investors zig away from bank stocks, 2 vets in the space zag toward them

Ep. 67 - Veteran investor taps Mick Mulvaney to help with latest financial stock-focused fund

Ep. 66 - Community banks tap the debt markets while the getting is good

Ep. 65 - Deferral practices trap US bank portfolios in purgatory

Ep. 64 - Coronavirus jumpstarts digital adoption

Ep. 63 - Deal talks continue amid bank M&A freeze, setting up for strong Q4

Ep. 62 - 'Brutal' outlook for oil demand offers banks in oil patch no relief

Ep. 61- Investors debate if U.S. banks have enough capital in post COVID world

Ep. 60 - You down with PPP? Consider the risks

Ep. 59 - Coronavirus bailout already towers over TARP and more to come

Ep. 58 - Getting to the bottom of battered bank stocks

Ep. 57 - Community bank turns on digital channel for flood of deposits

Ep. 56 - Latest bank MOE shows even the strong need scale to thrive

Ep. 55 - Longtime investor discusses bank stock outlook, playing the M&A trade

Ep. 54 - Banks ramping up digital offerings to fend off fintech, big tech

Ep. 53 - Veteran analyst questions value of scale in big bank M&A, future of independent research

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

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

Ep 50 - Challenging the legacy core bank providers

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

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

Ep 47 - Bank branch closures take greatest toll on majority-black areas

Ep 46 - With delay, CECL won't be countercyclical for most banks

Ep 45 - Fed moving from rate hikes to lower for longer

Ep 44 - Blockchain, what is it good for?

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

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

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

Ep 40 - Digital banks take a page out of 'Mad Men'

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

Ep 38 - PG&E bankruptcy reveals climate change risk facing Calif. utilities

Ep 37 - Keep 'Marge' happy — how to win the battle for deposits

Ep 36 - 2018 leaves bank investors bruised, searching for value

Ep 35 - Recent selloff could make some bank franchises a bargain

Ep 34 - Digital lenders moving from disruptors to partners, tech providers for banks

Ep 33 - National digital platforms intensify fight for deposits

Ep 32 - On the ground in Puerto Rico – S&P investigates how bankers dealt with Hurricane Maria

Ep 31 - IPOs, blockbuster M&A deals are heating up

Ep 30 - Eyebrows raised as leveraged loans, cov-lite deals hit record levels

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

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

Ep 27 - Looking for the cream of the crop in bank stocks

Ep 26 - Financial consumer watchdog's powerful investigative tool faces overhaul

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

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

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

Ep 22 - Blockchain reality check

Ep 21 - US bank investors finding winners in deposit-rich franchises

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

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

Ep 18 - Tax Reform Opens the Door For Fiercer Bank Competition

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

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

Ep 15- Loan yield pressure limiting tax reform boost for US community banks

Ep 14 - An activist's view of US banks

Ep 13 - Good times rolling in bank IPO market

Ep 12 - Bank valuations looking rich amid weaker loan growth

Ep 11 - Where are we in the credit cycle, banks crossing over with fintech

Ep 10 - Bankers shouldn't get too comfortable with their deposit bases

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

Ep 8 - Harvey hits Big Oil but banks, insurers should weather the storm

Ep 7 - How exposed are banks to the retail sector

Ep 6 - Scale still matters for small banks, de novos

Ep 5 - What blockchain means for banks

Ep 4 - Dishing on CCAR with RBC's Cassidy

Ep 3 - What's next for bank M&A

Ep 2 - Weighing chances of bank regulatory reform

Ep 1 - What's ahead for bank stocks