logo
episode-header-image
Jul 2023
39m 31s

Big Banks Cash In

The Motley Fool
About this episode

If you bank with the one of the giants, you might be helping pad their bottom line. 

(00:21) Jason Moser and Matt Argersinger discuss: - Why they’re watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - How short sellers are creating big YTD returns for beaten up companies.

(19:11) Deidre Woollard speaks with Steve Wyett, the Chief Strategist Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else.

(31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney.

Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS

Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyett Engineer: Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Yesterday
ETFs are for the Memes (again)
Meme stocks, those companies that individuals love to speculate with, are roaring back in 2025. So much so that the Meme Stock ETF is coming back after being discontinued in 2023. Today’s show breaks down how much staying power the meme stock ETF will have this time around. Also, ... Show More
25m 26s
Oct 8
The AI App Store Moment
OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech companies in the world, including Zillow, Amazon, Booking.com, and Target. Travis Hoiu ... Show More
26m 5s
Oct 7
Tariffs, Social Shopping, and an EV Reset
As Prime Day kicks off, we’re asking the big questions. Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories: - Whether 2025’s tariff push is actually “working” (and who’s really paying) - How a U.S. sale of TikTok could reshape social commerce j ... Show More
28m 21s
Recommended Episodes
Aug 2021
Financials: Robinhood Earnings and a SPAC Disappointment
Here's the top stories from the financial sector this week. Intro: In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, dig into the first earnings report Robinhood (NASDAQ: HOOD) has issued as a public company. Also, we rece ... Show More
22m 46s
Apr 2019
Financials: A Socially-Responsible Bank and Wells Fargo’s CEO Search
In this episode of Industry Focus: Financials, host Jason Moser sits down with Amalgamated Bank (NASDAQ: AMAL) CEO Keith Mestrich to talk about the opportunities and challenges of operating a smaller and socially-responsible bank in the modern financial landscape. Plus, Fool.com ... Show More
32m 21s
Mar 2019
Financials: Bank Raises, Conglomerates, and LivePerson’s CEO Drops By
In the latest installment of our Between Two Fools interview series, Industry Focus: Financials host Jason Moser sits down with LivePerson (NYSE: LPSN) CEO Rob LoCascio. Plus, Wells Fargo (NYSE: WFC) CEO Tim Sloan just got a $1 million raise – did he deserve it? And, why does con ... Show More
41m 41s
Apr 2024
Conversations: Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang
What were some of the biggest surprises in credit markets during the first quarter? Why might global convertibles be set for a rebound? And why do many Chinese equities look more attractive today than they did a year ago? In the latest episode of The Insight: Conversations, Rober ... Show More
42m 31s
Dec 2023
Job growth staying strong
The unemployment rate surprises, falling to 3.7%. (0:15) Is GameStop trying to morph into Berkshire Hathaway? (2:59) Paramount surges on sale chatter. (4:51) Show Notes Dividend Roundup: Walmart, Dell Technologies, Mastercard, AIG, and more 'Panic' on disinflation and a Catch-22 ... Show More
6m 52s
Nov 2023
The Massive Bond Short | “Recession Denier” Jonny Matthews (ex-Brevan Howard) On The Duration Bubble, Correlation Trades, and Variance Swaps
Jonny Matthews, founder of Super Macro and former portfolio manager at Brevan Howard and managing director at Citi & Saloman Brothers, joins Forward Guidance to share his view on markets and the economy. Having netted a near 100% return in 2022 with a very large short in Treasury ... Show More
1h 22m
Feb 2024
Berkshire's Operating Units Holding Up Well
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola discusses why Berkshire Hathaway earnings power should remain intact given its diverse units that can offset pockets of weak ... Show More
38m 52s
Jun 2023
Closing Bell: Trading the Market Resiliency 6/8/23
Are the bears suddenly sweating as stocks stay resilient? Greg Branch of Veritas Financial Group defends his market stance. Plus, EMJ’s Eric Jackson breaks down Tesla’s latest hot streak and the two things that he thinks could mean further gains for that name. And, Pippa Stevens ... Show More
42m 43s
Feb 2024
Panic Time for Max and Warner Bros. Discovery?
Matt is joined by Bloomberg’s Lucas Shaw to check in on Warner Bros. Discovery and CEO David Zazlov after a rocky earnings call last week. They discuss the disappointing movie quarter, their murky path to streaming profitability, the state of the MAX brand, whether they will keep ... Show More
32m 21s
Feb 2024
What The Supreme Court Might Do to Social Media & Pillow Talk Insider Trading
Episode 266: Neal and Toby discuss the landmark US Supreme Court case that will debate the first amendment vs controlling what you see on social media. Next up, a breakdown of Warren Buffett's annual letter to investors and how one man overheard his wife's conversations while wor ... Show More
26m 5s