Sectors
Banks and financials
bank results, credit quality, regulation
- Episodes
- 22
- Share
- 2.4%
- Shows
- 19
- Net sentiment
- 0.00
Down from 2.5% of episodes in the weeks before; net sentiment was −0.02.
Bullish 7Mixed 5Neutral 3Bearish 7
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 7
- Several community bank deals are announced, and consolidation is expected to accelerate before the new administration takes office.Bank News: M&A news, Debanking, ICBA sues, AML fines, and AI and Stablecoin updates! · The Banker Next Door · Oct 19
- Recurring pension assets and rising revenue margin point to predictable, scalable financial-services income.PENSIONBEE GROUP PLC - Q3 2026 Results for the quarter ending 30 September 2026 · Investor Meet Company - Audio Archive · Oct 21
- Management sees ten-to-fifteen-year annuity contracts with eight exchanges, though upfront capex weighs on cash.BEEKS FINANCIAL CLOUD GROUP PLC - Final Results for the year ended 30 June 2026 (FY26) · Investor Meet Company - Audio Archive · Oct 21
- Banks such as Sparkassen launching crypto trading and custody builds on-ramps for mass adoption.HUGE! JPMORGAN BANK MOVES JPM COIN ON ETHEREUM! BLACKROCK'S NEW BITCOIN ETF! XRP LEDGER LENDING! · Thinking Crypto News & Interviews · Oct 20
- Irish banks benefit from low deposit beta and wider lending spreads as rates rise, with benign credit.Rising Bond Yields, Ireland's Banking Turnaround, and China's Risk Premium | EP 233 · Art of Boring · Oct 22
- UK banks and financials are cheap, well capitalized and pay strong, growing dividends.CT UK HIGH INCOME TRUST PLC - Investor update · Investor Meet Company - Audio Archive · Oct 20
Bearish 7
- Amex Platinum benefit cuts reduce card value for cardholders, which the hosts view negatively.262. Midweek Mini: Save 40% at Costco, Hyatt's Big Update & Rove News · Wonderland on Points | Credit Card Rewards & Budget Travel · Oct 21
- Bank of America and Amex face large AML fines exposing weak compliance systems and governance risks.1108. News: Ramp hits $60bn valuation, UK venture capital breaks records, and Bank of America and Amex face AML fines · Fintech Insider Podcast by 11:FS · Oct 19
- Firms earn most pre-tax income from idle client cash, an opaque model likely to shift toward platform fees.Deep Research: How Smart Money Evaluates Wealth Management Firms · The Diamond Podcast for Financial Advisors · Oct 22
- A possible UK surcharge tax increase on bank profits would cut bank earnings and competitiveness.US prepared for protracted stalemate with Iran · FT News Briefing · Oct 23
- Banks have broken down since August as investment banking and IPO activity lag expectations.Cameron Dawson: Americans Have Never Been This All-In on Stocks · RiskReversal Pod · Oct 23
- A record anti-money-laundering penalty on Bank of America implies rising compliance costs and margin pressure for banks.Tax Loss Harvesting Explained: How Wealthy Investors Cut Tax Bills (And How You Can Too) · InvestTalk · Oct 20
Mixed 5
- Debate over whether stablecoins drain bank deposits, with the guest arguing they cannot.Stablecoins Causing Bank Deposit Flight Is 'Mathematically Not Possible' Says CEO · CoinDesk Podcast Network · Oct 23
- Fintech loan book growth of 18% boosts future earnings power, but cash flow noise and reserve needs weigh on near-term profit.Kaspi Is Worth $0.75 or $97,596? Why the DCF Breaks · Deep Values · Oct 22
- Banks custodying Bitcoin and building credit on it is bullish, while the hosts also mock JPMorgan's past stance.IT'S OVER!! JPMORGAN CONCEDES DEFEAT TO BITCOIN!! | Simply Originals · Simply Bitcoin · Oct 22
- Banks look expensive versus history, but are defensive and Canadian regulation is strong, so guest stays modestly underweight.Forget the S&P 500. Inflation Could Make Canada the Better Bet · In the Money with Amber Kanwar · Oct 20
- Banks are oversold after six weeks of declines, possibly offering a technical rebound opportunity.10-19-26 Why Bad Inflation May Be Good for Markets · The Real Investment Show Podcast · Oct 19
Neutral 3
- Covers the 2008 bank failures and Drexel's hypothetical fate, presented as history.Bill Cohan on Leon Black: From Drexel to Apollo, and Could Athene Trigger the Next Financial Crisis? · The World According to Boyar · Oct 21
- Bank-regulator perspective on integrating digital asset activities into the banking system without a clear market call.The GENIUS Act Is Here — What Changes for Stablecoins? w/ Jonathan Gould, U.S. Comptroller of the Currency · Real Vision · Oct 22
- A comptroller report found nine major banks denied services over political or religious views.10.19 | Better than a boycott · The World and Everything In It · Oct 19
Around it
Companies named
- JPMorgan 4
- Bank of America 2
- American Express 2
- Third Coast Bank1
- Town Bank1
- Pinnacle Bank1
Shows that covered it most
- Investor Meet Company - Audio Archive3
- Thinking Crypto News & Interviews2
- Fintech Insider Podcast by 11:FS1
- The Banker Next Door1
- The Real Investment Show Podcast1
- The World and Everything In It1
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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