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 interviews with industry insiders as well as brief outlooks for the banking sector.

Ep. 139 - Balance sheet, M&A and capital raising strategies for a volatile environment
Jun 4, 2025 – 24:14
Ep. 138 - Assessing the impact of tariffs on US banks
Apr 28, 2025 – 25:28
Ep. 137 - Two top community bank performers share their special sauce
Apr 1, 2025 – 30:49
Ep. 136 – An activist’s view of the banking industry
Mar 3, 2025 – 30:41
Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open
Jan 31, 2025 – 30:30
Ep. 134 - KBW CEO says bank stocks still have room to run
Dec 17, 2024 – 33:05
Ep. 133 - Six reasons for a brighter bank M&A outlook
Nov 27, 2024 – 28:32
Ep. 132 - How the 2024 election could reshape bank regulation and M&A
Oct 31, 2024 – 30:24
Ep. 131 - Bank boards capitulating, pushing for scale to combat challenges
Sep 30, 2024 – 32:48
Ep. 130 - How threatened are US banks by the wave of commercial real estate maturities
Aug 28, 2024 – 27:42
Ep. 129 - Investor sees inflection point in bank stocks
Jul 23, 2024 – 28:13
Ep. 128 - Tales from Top Performers: South Plains Financial, Stellar Bancorp and City Holding Co.
Jun 19, 2024 – 28:34
Ep. 127 - The knife fight for deposits could spur more bank deals
May 31, 2024 – 26:29
Ep. 126 - Hunting the bears, making the bull case for CRE
May 10, 2024 – 26:44
Ep. 125 - Tales from Top Perfomers: Five Star Bancorp CEO
Mar 19, 2024 – 17:02
Ep. 124 - KBW CEO challenges investors painting banks with broad brush
Mar 15, 2024 – 25:41
Ep. 123 - Bank regulators are tipping the scales, could push even harder
Feb 18, 2024 – 18:10
Ep. 122 - Banks’ Q4 results bring shades of ‘95 not ‘08, show credit digesting higher rates
Jan 27, 2024 – 24:57
Ep. 121 - Lessons learned from a tumultuous '23, potential read through to '24
Dec 29, 2023 – 27:33
Ep. 120 - Investor sees legs in US bank stock rally amid reasonably priced M&A
Dec 20, 2023 – 26:17
Ep. 119 - Unlocking keys to balance sheet restructurings, bank M&A
Nov 21, 2023 – 25:48
Ep. 118 - PE looking to fill community banks' capital need created by higher for longer rates
Oct 25, 2023 – 27:20
Ep. 117 - Banks face slow-cession, credit slippage as PE waits in the wings
Sep 22, 2023 – 33:40
Ep. 116 - Early remediation, not Basel III endgame, the answer to avoid repeat of spring 2023 bank failures
Sep 20, 2023 – 26:27
Ep. 115 - Unpacking the largest bank deal in ’23, private equity involvement in bankland
Aug 9, 2023 – 19:32
Ep. 114 - Regional banks feel funding pressures, but second-quarter earnings target biggest bears
Jul 26, 2023 – 21:02
Ep. 113 - Bank investors can find diamonds in the rough amid funding pressures
Jun 27, 2023 – 28:44
Ep. 112 - Banks face Bob Ross effect, tougher exams but ‘huge’ M&A on horizon
Jun 1, 2023 – 26:20
Ep. 111 - Bearish bank investor turns bullish
May 23, 2023 – 29:44
Ep. 110 - Bears use banks as ‘weapons of destruction' to force change in Fed policy
May 5, 2023 – 26:20
Ep. 109 - Liquidity crunch leaves some trophy franchises on sale - KBW CEO
Apr 7, 2023 – 25:12
Ep. 108 - Weighing Fed rate hikes against banks' liquidity crunch
Mar 17, 2023 – 20:40
Ep. 107 - Lessons learned from a modern day bank run
Mar 10, 2023 – 23:15
Ep. 106 - Banks may want to shrink rather than pay up for loan growth
Feb 16, 2023 – 21:27
Ep. 105 - Banks could see opportunity in fintech's cleansing fire
Jan 24, 2023 – 17:17
Ep. 104 - Deposits king of the bank M&A mountain amid funding hunt
Dec 28, 2022 – 23:56
Ep. 103 - Investors worry about bank liquidity, earnings drag from underwater bonds
Nov 22, 2022 – 25:45
Ep. 102 – Hopes that the bank dealmaking cool front could break in 2023
Oct 28, 2022 – 23:39
Ep. 101 - D&I focus helps Northwestern Mutual nearly double industry's blockbuster growth
Oct 21, 2022 – 24:50
Ep. 100 - KBW CEO offers optimism for bears fearful of bank liquidity, credit
Oct 10, 2022 – 25:21
Ep. 99 - Higher rates punish bond portfolios, weigh on bank M&A
Aug 31, 2022 – 16:49
Ep. 98 - Regulatory scrutiny having cooling effect on community bank M&A
Aug 2, 2022 – 22:31
Ep. 97 - Recessionary fears still keeping bank investors on the sidelines
Jul 27, 2022 – 22:10
Ep. 96 - Considering recession risks, prospects that the Fed achieves a 'soft landing'
Jun 14, 2022 – 29:09
Ep. 95 - Strategies for community banks to grow, navigate the upcoming "hurricane"
Jun 3, 2022 – 28:32
Ep. 94 - Recessionary fears in '22 overblown, Fed could overtighten
May 12, 2022 – 25:06
Ep. 93 - How to predict deposit betas, avoid betting too much on rate hikes
Apr 28, 2022 – 25:19
Ep. 92 - Citizens CEO discusses impact of inflation, growth through digital bank
Apr 24, 2022 – 22:15
Ep. 91 - Formerly bullish bank investor turns contrarian, saying stocks are "out of gas"
Mar 31, 2022 – 24:29
Ep. 90 - Banks should not wait on the Fed to put cash to work
Mar 15, 2022 – 25:05

Recent Reviews

nfldraftbites

Love Nathan

Awesome Podcast that provides great market commentary. A must listen for investors and banking industry folks. Just not long enough. NEED more content from Mr. Stovall.
Beef Kucinski

Great show

Nathan’s calm, familiar style evokes an uncle sitting on the front porch over mint juleps discussing the current trends in the banking industry. Just the way I want these in depth topics explained to me.
D. Shepley

In-Depth Bank Specific Podcast

Enjoyable and knowledgeable. Great industry specific analysis amongst the banking industry.