Rephonic
Artwork for Street Talk
Commercial Real Estate
M&A Activity
Interest Rates
Mergers and Acquisitions
Capital Raising
Investment Banking
Bank Mergers and Acquisitions
Banking Industry
Deposits
Bank Stocks
S&P Global Market Intelligence
Banking Sector
Real Estate Investment Trusts
Banking Regulation
Management Succession
Community Banks
Shareholder Liquidity
Community Banking
Banking Strategies
Federal Reserve

Nathan Stovall, director of financial institutions research at S&P Global Market Intelligence, takes a deep dive into issues facing financial institutions and the investment community. Tune in for interviews with industry insiders as well as brief outlooks for the banking sector.

PublishesMonthlyEpisodes146Founded8 years ago
Number of ListenersCategory
Business

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Artwork for Street Talk

Latest Episodes

While large bank stocks have significantly outperformed their smaller counterparts over the last few years, the tide could finally be turning, according to Jonah Marcus, partner and portfolio manager at Endeavour Capital Advisors, Inc.

In the episo... more

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Bank stocks are trading at their cheapest levels relative to the broader market in a decade, but a confluence of catalysts, including rebounding M&A activity, deregulation and rate cuts by the Federal Reserve could finally unlock value for the sector... more

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Despite ongoing economic uncertainty and investors' concerns about potential slippage in credit quality, U.S. banks delivered strong third-quarter results that beat expectations across the board.

In the episode, Chris Nichols, Director of Capital M... more

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The world of cryptocurrencies has seen no shortage of upheaval, but regulatory clarity that has arrived with recent legislation is expected to lead to greater adoption of stablecoins. Some market participants and banks are worried the growth could le... more

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Recent Guests

Jonah Marcus
Partner and portfolio manager at Endeavor Capital
Endeavor Capital
Episode: Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks
Chris Nichols
Director of Capital Markets
South State
Episode: Ep. 144 - Decoding banks' third-quarter earnings and rebounding M&A activity
Christopher Olsen
Managing partner of Olsen Palmer, an independent investment banking firm focused on advising financial institutions on M&A.
Olsen Palmer
Episode: Ep. 141 - Signs of stronger bank M&A emerge as serial acquirers, large transactions return
C.K. Lee
President and CEO of Interbank
Interbank
Episode: Ep. 140 - InterBank CEO C.K. Lee talks keys to high performance, producing a 3-plus% ROAA
Phil Moore
CFO at Nicolet Bankshares
Nicolet Bankshares
Episode: Ep. 137 - Two top community bank performers share their special sauce
Ken Martinek
CEO of Northeast Community Bank
Northeast Community Bank
Episode: Ep. 137 - Two top community bank performers share their special sauce
Jeff Davis
Managing Director at Mercer Capital
Mercer Capital
Episode: Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open
Tom Michaud
CEO of KBW
KBW
Episode: Ep. 134 - KBW CEO says bank stocks still have room to run
Bill Burgess
Co-head of Financial Services Investment Banking Group at Piper Sandler
Piper Sandler
Episode: Ep. 133 - Six reasons for a brighter bank M&A outlook

Host

Nathan Stovall
Director of financial institutions research, focusing on issues affecting the financial sector, with expertise in banking performance and M&A activities.

Reviews

5.0 out of 5 stars from 43 ratings
  • Awesome Podcast!!!

    Nathan, host of the Street Talk Podcast, highlights all investing, finance and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    roweereyes
    Philippines4 years ago
  • Love Nathan

    Awesome Podcast that provides great market commentary. A must listen for investors and banking industry folks. Just not long enough. NEED more content from Mr. Stovall.

    Apple Podcasts
    5
    nfldraftbites
    United States7 years ago
  • Great show

    Nathan’s calm, familiar style evokes an uncle sitting on the front porch over mint juleps discussing the current trends in the banking industry. Just the way I want these in depth topics explained to me.

    Apple Podcasts
    5
    Beef Kucinski
    United States7 years ago
  • In-Depth Bank Specific Podcast

    Enjoyable and knowledgeable. Great industry specific analysis amongst the banking industry.

    Apple Podcasts
    5
    D. Shepley
    United States8 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful market commentary and in-depth analyses related to the banking sector.
Some listeners express a desire for longer episodes to cover topics in greater depth.
Guests frequently offer rich insights, adding value to the overall discussions.
The host's approachable style enhances the experience, making complex topics more digestible.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#197
Russia/Business

Talking Points

Recent interactions between the hosts and their guests.

Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks
Q: How important is tech when you look at investment in a portfolio company?
Technology is deemed a key differentiator that can significantly impact valuation and growth within the banking sector.
Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks
Q: Is credit a big concern for you?
Marcus reassures that current credit quality trends remain stable and provides a cautious but optimistic outlook regarding potential risks.
Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks
Q: How do you feel about valuations?
Jonah Marcus discusses the gap between valuations and fundamentals, suggesting a focus on strong fundamentals over speculation on valuation improvements.
Ep. 140 - InterBank CEO C.K. Lee talks keys to high performance, producing a 3-plus% ROAA
Q: What is the largest concern and largest opportunity for your institution in the next 12 months?
Lee identified the opportunity to lean into growth due to increasing demographic demands and acknowledged the challenge of funding amidst potential rate reductions.
Ep. 140 - InterBank CEO C.K. Lee talks keys to high performance, producing a 3-plus% ROAA
Q: How are you thinking about positioning your balance sheet now with the bias being down rates?
Lee mentioned that their standard operating philosophy will remain unchanged despite rates potentially declining, focusing on their established approach to managing credit and loans.

Audience Metrics

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Listeners per Episode
Gender Skew
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Interests
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Frequently Asked Questions About Street Talk

What is Street Talk about and what kind of topics does it cover?

The content focuses on the banking sector, addressing a wide range of topics including financial performance metrics, mergers and acquisitions (M&A), regulatory impacts, and the evolving landscape of the industry. Insightful discussions often feature experts who provide analyses on banking trends, consumer behavior, and economic factors affecting the market. A unique aspect is the interactive nature of episodes, where hosts engage with various industry leaders, hence offering listeners practical insights and real-world applications relevant to banking and finance. Potential listeners will find valuable information that caters to both finance professionals and individuals interested in understanding current market dynamics and investment opp... more

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These podcasts share a similar audience with Street Talk:

1. Odd Lots
2. Masters in Business
3. Making Sense
4. Exchanges
5. The Compound and Friends

How many episodes of Street Talk are there?

Street Talk launched 8 years ago and published 146 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Street Talk?

Recent guests on Street Talk include:

1. Jonah Marcus
2. Chris Nichols
3. Christopher Olsen
4. C.K. Lee
5. Phil Moore
6. Ken Martinek
7. Jeff Davis
8. Tom Michaud

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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