The word unprecedented became commonplace in banking circles in 2023. The Federal Reserve’s rate hike campaign pushed bank balance sheets deeply underwater, spurred deposit outflows and exposed asset/liability mismatches at some institutions that culminated in record-breaking bank runs that led to the second, third and fourth largest bank failures in US history. Those closures and the liquidity crunch, regulatory response, market selloff and eventual recovery that followed changed the competitive landscape and the way bank observers view the industry. This episode features commentary from experts at BTIG, Davis Polk, Janney Montgomery Scott, KBW, Luse Gorman, Piper Sandler and others on the lessons learned from the liquidity crunch, the fallout afterward and the potential opportunities that lie ahead.
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
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