Street Talk Podcast
1) Ep. 145 - Bank stocks are divorced from fundamentals
Bank stocks are trading at their cheapest levels relative to the broader market in a decade, but a confluence of catalysts, including rebounding M&A activity, deregulation and rate cuts by the Federal...Show More
2) Ep. 144 - Decoding banks' third-quarter earnings and rebounding M&A activity
Despite ongoing economic uncertainty and investors’ concerns about potential slippage in credit quality, U.S. banks delivered strong third-quarter results that beat expectations across the board. In t...Show More
Ep. 144 - Decoding banks' third-quarter earnings and rebounding M&A activity
32:25 | Oct 27th, 2025
3) Ep. 143 - Stablecoins vs. traditional banking: Who wins the battle for depositors?
The world of cryptocurrencies has seen no shortage of upheaval, but regulatory clarity that has arrived with recent legislation is expected to lead to greater adoption of stablecoins. Some market part...Show More
Ep. 143 - Stablecoins vs. traditional banking: Who wins the battle for depositors?
30:10 | Oct 15th, 2025
4) Ep. 142 - Despite looming rate cuts, strong deposit franchises still take the cake
While peak funding costs are in the rearview mirror, investors and bank acquirers continue to assign higher values to institutions with lower-cost deposit franchises. In the episode, S&P Global Market...Show More
Ep. 142 - Despite looming rate cuts, strong deposit franchises still take the cake
30:10 | Sep 18th, 2025
5) Ep. 141 - Signs of stronger bank M&A emerge as serial acquirers, large transactions return
Bank M&A activity is showing signs of life, and a much awaited rebound in bank deal activity could be in store. In this episode, Christopher Olsen, managing partner at Olsen Palmer, shared his view o...Show More
6) Ep. 140 - InterBank CEO C.K. Lee talks keys to high performance, producing a 3-plus% ROAA
InterBank President and CEO C.K. Lee runs one of the highest-performing banks in the country. The $4.7 billion, Oklahoma City-based bank has produced a return on average assets of 3.30% or higher in e...Show More
7) Ep. 139 - Balance sheet, M&A and capital raising strategies for a volatile environment
Bank advisers and market participants at S&P Global Market Intelligence’s annual community bankers said bank M&A and IPO activity is in a holding pattern and will pick up once there is greater clarity...Show More
8) Ep. 138 - Assessing the impact of tariffs on US banks
The emergence of tariffs led to a broad selloff of US banks amid fears of slower economic growth or even a possible recession. Banks’ first-quarter earnings season showed strong performance before the...Show More
9) Ep. 137 - Two top community bank performers share their special sauce
Each year, S&P Global Market Intelligence ranks top-performing financial institutions in the following categories: community banks $3 billion to $10 billion in assets, community banks with less than $...Show More
10) Ep. 136 – An activist’s view of the banking industry
Activist investor John Palmer sees plenty of catalysts for bank stocks, including stronger fundamentals, attractive valuations and a resurgence in M&A activity among regional and community banks. In t...Show More