It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date.
Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss:
- Green shoots for the 2025 IPO market.
- Alex Chriss’s first full year at Pa ... Show More
Oct 30
Is Wall Street Turning on AI?
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical ... Show More
40m 46s
Oct 29
Alphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ... Show More
24m 8s
Dec 2023
The Deal Room: Top 10 Banking Trends That Defined 2023! (PART 2)
<p>Stephen Barnett, our Director of Corporate Finance recaps the pivotal trends that have reshaped the banking landscape this year.</p><br><p>In the second episode of this two-part podcast series, we dive into a countdown of the most defining moments of the year, from 5 to number ... Show More
23m 48s
Oct 2025
Strong Bank Earnings Fuel Markets… And Impact Of China’s Rare Earth Crackdown 10/15/25
<p>Bank results coming in strong to kick off earnings season, as many of the big money centers top estimates. How their numbers are fueling the market, and why the CEO of KWB says the financial outperformance will continue. Plus, What China’s rare earth crackdown means for the U. ... Show More
43m 36s
Jan 2022
Stocks to Watch: The Investment Outlook for 2022
Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn discuss the outlook for financial markets, industry sectors, and the economy in the year ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and u ... Show More
35m 35s
Dec 2025
What's next for global banking?
Banking has had a couple of very good years—the best, in fact, since the global financial crisis of 2007–09. Yet to some, the industry’s outlook seems less buoyant than recent profitability might suggest. On this episode of The McKinsey Podcast, McKinsey Senior Partners Klaus Dal ... Show More
26m 7s
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
Jan 2025
Big banks kick off earnings season
JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27)
Show Notes
Zuckerberg slams Apple
The most overbought and oversold stock markets
Episode transcripts: ... Show More
6m 28s
Mar 2025
Banking Stocks, Barclays Fuels Ferrari, Sportswear Sinks
On this episode of Stock Movers:
- The rally in European banking stocks shows few signs of cooling down after another stellar quarter. The Stoxx 600 Banks Index has surged 25% this year, its best three months since 2020. That’s made it the top-performing sector in Europe by far a ... Show More
5m 4s