Street Talk

26

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.

Recent Episodes
  • 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.
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