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 27 - Looking for the cream of the crop in bank stocks
Ep 26 - Financial consumer watchdog's powerful investigative tool faces overhaul
Ep 25 - Wake up savers, watch out banks - CDs back in vogue
Ep 24 - De novos are back, get ready for more
Ep 23 - As more banks reach for yield, advisers urge caution
Ep 22 - Blockchain reality check
Ep 21 - US bank investors finding winners in deposit-rich franchises
Ep 20 - Accounting change will hit U.S. banks' capital but could prepare them for next downturn
Ep 19 - Using festivals, coworking spaces to reach customers without branches
Ep 18 - Tax Reform Opens the Door For Fiercer Bank Competition
Ep 17 - Accounting change could create $70 billion capital hit for banks
Ep 16 - Tax reform to add another wrinkle to bank M&A
Ep 15- Loan yield pressure limiting tax reform boost for US community banks
Ep 14 - An activist's view of US banks
Ep 13 - Good times rolling in bank IPO market
Ep 12 - Bank valuations looking rich amid weaker loan growth
Ep 11 - Where are we in the credit cycle, banks crossing over with fintech
Ep 10 - Bankers shouldn't get too comfortable with their deposit bases
Ep 9 - Looking for value in bank stocks with KBW's CEO
Ep 8 - Harvey hits Big Oil but banks, insurers should weather the storm
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