Banking Earnings Showdown: Surprises and Expectations I Jan 7, 2025

In today’s episode, Paul Meeks moderates a deep-dive roundtable with Charlie Peabody, Berna Barshay, and Ben Brey, exploring key market trends and investment opportunities:

•Charlie Peabody analyzes Q4’24 bank earnings, highlighting Citigroup’s upside potential, robust capital markets growth, and the impact of Trump-era deregulatory policies.

•Berna Barshay unpacks ALCO, a microcap transitioning from agriculture to real estate, with significant upside for patient investors.

•Ben Brey updates his Boeing and Joby Aviation trades, explains the benefits of SJB as a hedge, and explores shorting INDA amid global market shifts.

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