logo
episode-header-image
Oct 2024
30m 30s

Banks, Banks, Banks

The Motley Fool
About this episode

When you are the custodian of almost $10 trillion, how much more can you possibly grow?

Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss:

- Why Charles Schwab is welcoming a rate cutting cycle.

- Goldman Sachs’s biggest red flag.

- Bank of America CEO Brian Moynihan’s outlook on the American economy.

Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together.

Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B

Host: Ricky Mulvey

Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell

Producer: Mary Long

Engineers: Tim Sparks, Rick Engdahl

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

Up next
Today
Interview with Stride CEO James Rhyu: Disrupting K-12 and Beyond
Is the educational system ripe for disruption? Stride is a for-profit education company that provides online and blended education programs - programs from K-12 through career certification and training. Motley Fool CEO Tom Gardner and analyst Sanmeet Deo talk with Stride CEO Jam ... Show More
23m 1s
Yesterday
How to Factor Home Equity Into Your Financial Plan
Home prices are near all-time highs, and homeowners have never had so much equity. Matt Frankel and Robert Brokamp discuss why, when, and how to turn your home into cash. Also in this episode: -Which types of stocks have performed best since the current rally began on April 8 -Wh ... Show More
21m 48s
Aug 22
Walmart Stands Tall In a Rocky Retail Environment
The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different? Travis Hoium, Jon Quast, and Matt Frankel discuss: - Retail earnings and takeaways for investors - Opendo ... Show More
42m 1s
Recommended Episodes
Sep 2024
Tiger Cub Rob Citrone on Milei's Argentina: A Bullish Outlook for Investors | #550
Today’s guest is Rob Citrone, founder of Discovery Capital Management, a hedge fund that invests opportunistically across asset classes in emerging and developed markets. Rob worked for Julian Robertson at Tiger Management in the mid 1990’s and managed money for the Soros family. ... Show More
50m 43s
Feb 2025
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More
1h 3m
Apr 2023
Chris Whalen on Big Bank Earnings and the Return of Credit Risk
Chris Whalen, chairman of Whalen Global Advisors, returns to Forward Guidance to comment on the ample and growing earnings of the big banks (particularly JPMorgan Chase, whose stock surged over 7% on rosy net income and increasing deposits). Whalen argues that banks’ unrealized l ... Show More
50m 13s
Jan 2025
Big Bank Earnings Are Back
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg News Finance Reporter Katherine Doherty and Cheryl Pate, Senior Portfolio Manager at Angel Oak Capital, break down bank earnings. Tony Davidow, Senior Alternatives Investment Strategist at Franklin Te ... Show More
38m 20s
Jul 1
#818: John Arnold with Dr. Peter Attia — The Greatest Energy Trader of All Time on Lessons Learned, Walking Away from Wall Street, and Reinventing Philanthropy
In this special episode, my friend—and fan-favorite guest—Dr. Peter Attia takes the mic as guest host. Peter sits down with legendary trader John Arnold, widely considered the greatest energy trader of all time. Today, through his foundation Arnold Ventures, John applies the same ... Show More
2h 36m
Apr 2025
TIP717: Berkshire Hathaway 2025 w/ Chris Bloomstran
Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 11.4% on equities since its fund's inception on 2/28/1999, c ... Show More
1h 28m
Apr 2023
Richard Thaler & Cade Massey on the NFL Draft, Misbehaving GM's, & Exploiting Inefficiencies | #477
Today’s special episode is to prepare you for the NFL draft next week. Nobel laureate Richard Thaler is back with Wharton’s Cade Massey to talk about their famous paper on the NFL draft that even the GOAT Bill Belichick read. The guys share what they learned years ago – NFL teams ... Show More
1h 1m
Jan 2025
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
My guest today is Savita Subramanian, Bank of America’s Head of U.S. Equity Strategy & U.S. Quantitative Strategy. Barron’s named Savita as one of the 100 Most Influential Women in U.S. Finance. In today’s episode, we cover the key trends shaping markets as we start 2025. Savita ... Show More
1h 5m
Nov 2023
The First Cut is the Deepest with Liz Young and Tom James of TradeFlow Capital Management
On this episode of On The Tape, Guy Adami and Liz Young talk about whether to trust the rally (2:00), what economic data is telling us (5:00), why the Fed may have to cut rates sooner than the market thinks it will (11:00), bear market rallies  (15:00), BlackRock’s Boivin Says Hi ... Show More
55m 27s
May 2024
69. How Hedge Funds Raise Money Feat. Ron Biscardi, CEO of iConnections
Send us a textWe talk about Hedge Fund, Private Equity, and other "Alternative" Investment Funds all the time.  But we don't always stop to ask, "how do they get all their money?"  In this episode, we sat down with  CEO of iConnections Ron Biscardi to explore the world of "C ... Show More
1h 8m