Listen to Street Talk podcast

Ep. 137 - Two top community bank performers share their special sauce	Street Talk	30:49
Ep. 136 – An activist’s view of the banking industry	Street Talk	30:41
Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open	Street Talk	30:30
Ep. 134 - KBW CEO says bank stocks still have room to run	Street Talk	33:05
Ep. 133 - Six reasons for a brighter bank M&A outlook	Street Talk	28:32
Ep. 132 - How the 2024 election could reshape bank regulation and M&A	Street Talk	30:24
Ep. 131 - Bank boards capitulating, pushing for scale to combat challenges	Street Talk	32:48
Ep. 130 - How threatened are US banks by the wave of commercial real estate maturities	Street Talk	27:42
Ep. 129 - Investor sees inflection point in bank stocks	Street Talk	28:13
Ep. 128 - Tales from Top Performers: South Plains Financial, Stellar Bancorp and City Holding Co.	Street Talk	28:34
Ep. 127 - The knife fight for deposits could spur more bank deals	Street Talk	26:29
Ep. 126 - Hunting the bears, making the bull case for CRE	Street Talk	26:44
Ep. 125 - Tales from Top Perfomers: Five Star Bancorp CEO	Street Talk	17:02
Ep. 124 - KBW CEO challenges investors painting banks with broad brush	Street Talk	25:41
Ep. 123 - Bank regulators are tipping the scales, could push even harder	Street Talk	18:10
Ep. 122 - Banks’ Q4 results bring shades of ‘95 not ‘08, show credit digesting higher rates	Street Talk	24:57
Ep. 121 - Lessons learned from a tumultuous '23, potential read through to '24	Street Talk	27:33
Ep. 120 - Investor sees legs in US bank stock rally amid reasonably priced M&A	Street Talk	26:17
Ep. 119 - Unlocking keys to balance sheet restructurings, bank M&A	Street Talk	25:48
Ep. 118 - PE looking to fill community banks' capital need created by higher for longer rates	Street Talk	27:20
Ep. 117 - Banks face slow-cession, credit slippage as PE waits in the wings	Street Talk	33:40
Ep. 116 - Early remediation, not Basel III endgame, the answer to avoid repeat of spring 2023 bank failures	Street Talk	26:27
Ep. 115 - Unpacking the largest bank deal in ’23, private equity involvement in bankland	Street Talk	19:32
Ep. 114 - Regional banks feel funding pressures, but second-quarter earnings target biggest bears	Street Talk	21:02
Ep. 113 - Bank investors can find diamonds in the rough amid funding pressures	Street Talk	28:44
Ep. 112 - Banks face Bob Ross effect, tougher exams but ‘huge’ M&A on horizon	Street Talk	26:20
Ep. 111 - Bearish bank investor turns bullish	Street Talk	29:44
Ep. 110 - Bears use banks as ‘weapons of destruction' to force change in Fed policy	Street Talk	26:20
Ep. 109 - Liquidity crunch leaves some trophy franchises on sale - KBW CEO	Street Talk	25:12
Ep. 108 - Weighing Fed rate hikes against banks' liquidity crunch	Street Talk	20:40
Ep. 107 - Lessons learned from a modern day bank run	Street Talk	23:15
Ep. 106 - Banks may want to shrink rather than pay up for loan growth	Street Talk	21:27
Ep. 105 - Banks could see opportunity in fintech's cleansing fire	Street Talk	17:17
Ep. 104 - Deposits king of the bank M&A mountain amid funding hunt	Street Talk	23:56
Ep. 103 - Investors worry about bank liquidity, earnings drag from underwater bonds	Street Talk	25:45
Ep. 102 – Hopes that the bank dealmaking cool front could break in 2023	Street Talk	23:39
Ep. 101 - D&I focus helps Northwestern Mutual nearly double industry's blockbuster growth	Street Talk	24:50
Ep. 100 - KBW CEO offers optimism for bears fearful of bank liquidity, credit	Street Talk	25:21
Ep. 99 - Higher rates punish bond portfolios, weigh on bank M&A	Street Talk	16:49
Ep. 98 - Regulatory scrutiny having cooling effect on community bank M&A	Street Talk	22:31

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

Street Talk

30:49

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

Street Talk

30:41

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

Street Talk

30:30

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

Street Talk

33:05