Sectors
Banks and financials
bank results, credit quality, regulation
- Episodes
- 20
- Share
- 1.9%
- Shows
- 19
- Net sentiment
- −0.33
Up from 1.3% of episodes in the weeks before; net sentiment was +0.17.
Bullish 4Mixed 4Neutral 2Bearish 10
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 4
- Credit underwriting and consumer product innovation drove Nubank's growth and efficiency.Coming to America: David Vélez and Nubank · Colossus Magazine · Oct 3
- Banks seek advanced workflows and savings from securities lending on tokenized equity, saving billions in funding costs.Sergey Nazarov: Why Hundreds Of Trillions Of Dollars Are Coming Onchain Right Now (Tokenization Supercycle) · The Rollup · Oct 2
- Panelists see a good setup for money-center banks ahead of earnings despite rate pressures.Rate Peak or Pause?... Nike Reports Results 10/1/26 · CNBC's "Fast Money" · Oct 1
- TFS Financial's plain vanilla mortgage lending was unfairly sold off after Silicon Valley Bank, creating a buying opportunity.Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns) · Chit Chat Stocks · Sep 30
Bearish 10
- FICO's aggressive price hikes and bypassing partners invited regulatory pressure and competition, sinking the stock.Google And Meta Will Beat OpenAI And Anthropic · The Joseph Carlson Show · Oct 1
- Fannie and Freddie moving distressed assets into special servicing signals rising credit stress ahead.How To Workout Distressed Real Estate Debt with Shlomo Chopp (#432) · POWERS · Sep 30
- Speakers see regional bank balance sheet risks and European fiscal and populist pressure as downside risks.Low Conviction, High Crosscurrents — With Danny Kirsch · What's Next For Markets · Oct 4
- AI agents could shift deposits out of low-yield checking accounts, potentially pressuring bank funding.The Real Risks of AI Agents · The AI Daily Brief: Artificial Intelligence News and Analysis · Sep 28
- Tariff refunds and absorbed costs have strained cash flow at a bootstrapped company.Section 301 and the Spice Man who Sued Trump Over Them · ChinaTalk · Oct 2
- FICO's loss of its mortgage monopoly to VantageScore reflects regulatory risk and shifting credit scoring in lending.Why Private Equity's Software Bet Is Going to Zero | The Weekly Wrap · The Real Eisman Playbook · Oct 2
Show 4 moreShow fewer
- Bank stocks led the market lower, raising concern about systemic trouble.Did the Stock Market Already Peak? Watch What Happens Next · Rethinking the Dollar · Sep 30
- Agentic finance bots could erode zero-interest deposit franchises, putting bank net interest income at risk.Welcome to Funky Town! · Benny & The Squirrel · Sep 28
- A flatter yield curve and weaker deal flow are pressuring bank earnings and sentiment.U.S. Bonds Are Trading Like an Emerging Market with Liz Thomas · RiskReversal Pod · Sep 28
- Financial stocks had a poor stretch and the hosts see weak M&A and IPO activity ahead of earnings.9AM HOUR: Playbook for Q4 and October, Micron CEO Exclusive, Bond Sell-off Accelerates 10/1/26 · Squawk on the Street · Oct 1
Mixed 4
- Banks are lending less to real estate but lending heavily to non-deposit financial institutions, creating interconnection risk.Special Edition: Tim Sloan, Vice Chairman of Fortress, A Lender's View Through the Cycles · Capital Creek Partners - 3in10 · Oct 3
- Canadian banks are slow to adopt digital assets but are now catching up, with partnerships in place.Canada Politely Moves To Solana🍁$CADD Stablecoin CEO INTERVIEW❄️ · The Paul Barron Crypto Show · Oct 2
- Banks sold off sharply, with bear steepening and cautious CEO commentary, yet some see a buying opportunity.Micron Reports Results… And Sights & Sounds From Robinhood’s Hood Summit 9/30/26 · CNBC's "Fast Money" · Sep 30
- Discussion of incumbent banks' mortgage friction and fintech competition is balanced.1102. News: Amazon blocks Meta’s AI agent, Ryft raises £20m, and Sprive bags $10m · Fintech Insider Podcast by 11:FS · Sep 28
Neutral 2
- Explains bank card economics, lending, interchange and fee structures factually.Why banks pay you to use their credit cards · Complex Systems with Patrick McKenzie (patio11) · Oct 1
- Discusses how traditional banks should prioritize design and how Nubank competes in U.S. banking.Nubank's Ethan Eismann: 'You have to love your customers fanatically for them to love you fanatically' · Tearsheet Podcast: Exploring Financial Services Together · Sep 29
Around it
Companies named
Shows that covered it most
- CNBC's "Fast Money"2
- Benny & The Squirrel1
- Fintech Insider Podcast by 11:FS1
- RiskReversal Pod1
- The AI Daily Brief: Artificial Intelligence News and Analysis1
- Tearsheet Podcast: Exploring Financial Services Together1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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