Bank stocks have rallied since the Federal Reserve offered hopes of rate cuts in 2024 and there are further catalysts on the horizon, including a pickup in M&A activity, according to Mendon Capital Advisors President Anton Schutz. In the episode, the veteran bank stock investor offered his view of bank stock valuations, credit quality, bond portfolio restructurings and increased M&A activity on the horizon, through both mergers of equals and traditional buyouts.
Ep. 67 - Veteran investor taps Mick Mulvaney to help with latest financial stock-focused fund
Ep. 66 - Community banks tap the debt markets while the getting is good
Ep. 65 - Deferral practices trap US bank portfolios in purgatory
Ep. 64 - Coronavirus jumpstarts digital adoption
Ep. 63 - Deal talks continue amid bank M&A freeze, setting up for strong Q4
Ep. 62 - 'Brutal' outlook for oil demand offers banks in oil patch no relief
Ep. 61- Investors debate if U.S. banks have enough capital in post COVID world
Ep. 60 - You down with PPP? Consider the risks
Ep. 59 - Coronavirus bailout already towers over TARP and more to come
Ep. 58 - Getting to the bottom of battered bank stocks
Ep. 57 - Community bank turns on digital channel for flood of deposits
Ep. 56 - Latest bank MOE shows even the strong need scale to thrive
Ep. 55 - Longtime investor discusses bank stock outlook, playing the M&A trade
Ep. 54 - Banks ramping up digital offerings to fend off fintech, big tech
Ep. 53 - Veteran analyst questions value of scale in big bank M&A, future of independent research
Ep. 52 - A bank's 'knife fight' to stay high performing in a low rate environment
Ep. 51- Goldman talks Libor transition, recent SOFR volatility
Ep 50 - Challenging the legacy core bank providers
Ep 49 - Criticizing Fed policy, while fearing China and the 'magic money tree'
Ep 48 - Bank M&A, investing against an inverted yield curve
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
NABOR® TALKS
U.S Property Podcast
Aligned Money Show
The Ramsey Show
Planet Money