Many bank boards are stuck as they face investor scrutiny and wait for slippage in credit quality, but experts at Raymond James’ inaugural whole loan conference noted that private equity firms are waiting to infuse capital into institutions so they can play offense in the future.
In the episode, John Toohig, head of whole loan trading at Raymond James and host of the firm’s recent conference, discussed the outlook that speakers shared for the economy and the credit quality of mortgages, credit cards and commercial real estate. Toohig also shared how depositories and their boards are reacting to the higher for longer rate environment, the current gap between buyers and sellers in the secondary loan market, and investor appetite to support bank M&A and loss trades in institutions’ bond and loan portfolios.
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. 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
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