Best Nathan Stovall | S Podcasts (2025)

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Ep. 144 - Decoding banks' third-quarter earnings and rebounding M&A activity 32:25

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18d ago32:25

32:25

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 Markets at South State, discusses third-quarter earnings trends, including the continued resilience of …

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Ep. 143 - Stablecoins vs. traditional banking: Who wins the battle for depositors? 30:10

1M ago30:10

30:10

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 lead to deposit cannibalization. In the episode, S&P Global Market Intelligence fintech analysts Jorda…

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Ep. 142 - Despite looming rate cuts, strong deposit franchises still take the cake 30:10

2M ago30:10

30:10

While peak funding costs are in the rearview mirror, investors and bank acquirers continue to assign higher values to institutions with lower-cost deposit franchises. In the episode, S&P Global Market Intelligence analysts Nathan Stovall and Zain Tariq discuss which banks have the strongest deposit franchises, what attributes they have and how depo…

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Ep. 141 - Signs of stronger bank M&A emerge as serial acquirers, large transactions return 28:42

4M ago28:42

28:42

Bank M&A activity is showing signs of life, and a much awaited rebound in bank deal activity could be in store. In this episode, Christopher Olsen, managing partner at Olsen Palmer, shared his view of the bank M&A market and why community banks are selling at this point in the cycle. The veteran deal adviser said shareholder liquidity, and board an…

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Ep. 140 - InterBank CEO C.K. Lee talks keys to high performance, producing a 3-plus% ROAA 31:27

4M ago31:27

31:27

InterBank President and CEO C.K. Lee runs one of the highest-performing banks in the country. The $4.7 billion, Oklahoma City-based bank has produced a pretax return on average assets of 3.30% or higher in each of the last five quarters and an S-Corp. adjusted ROAA of 2.60% or higher during each of those periods. The latter is more than 2x the ROAA…

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Ep. 139 - Balance sheet, M&A and capital raising strategies for a volatile environment 24:14

5M ago24:14

24:14

Bank advisers and market participants at S&P Global Market Intelligence's annual community bankers conference said bank M&A and IPO activity is in a holding pattern and will pick up once there is greater clarity over the macroeconomic and interest rate environment. They also suggested that banks should avoid trying to position their balance sheets …

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Ep. 138 - Assessing the impact of tariffs on US banks 25:28

7M ago25:28

25:28

The emergence of tariffs led to a broad selloff of US banks amid fears of slower economic growth or even a possible recession. Banks' first-quarter earnings season showed strong performance before the onset of tariffs, but ultimately might have left investors with more questions than answers. In the episode, senior reporter Harry Terris shared the …

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Ep. 137 - Two top community bank performers share their special sauce 30:49

8M ago30:49

30:49

Each year, S&P Global Market Intelligence ranks top-performing financial institutions in the following categories: community banks $3 billion to $10 billion in assets, community banks with less than $3 billion in assets, credit unions will more than $100 million in assets, and the top largest U.S. public banks by total assets. In another installmen…

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Ep. 136 – An activist's view of the banking industry 30:41

9M ago30:41

30:41

Activist investor John Palmer sees plenty of catalysts for bank stocks, including stronger fundamentals, attractive valuations and a resurgence in M&A activity among regional and community banks. In the episode, Palmer, principal and managing member at PL Capital, discussed his firm's investment approach, its successful history in running proxy cam…

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Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open 30:30

10M ago30:30

30:30

The bank advisory community is optimistic that bank M&A activity will rebound in 2025 and they should be, according to Mercer Capital Managing Director Jeff Davis. In the episode, Davis discussed his takeaways from the annual Acquire or Be Acquired Conference, where scores of advisers shared their viewed for M&A activity to be materially stronger t…

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Ep. 134 - KBW CEO says bank stocks still have room to run 33:05

11M ago33:05

33:05

Investors have flocked back to the bank group over the last five months as the fundamental environment has improved and the election results in November added legs to the rally, according to KBW CEO Tom Michaud. In the episode, Michaud discussed improving investor sentiment toward the U.S. bank space, his firm's expectation for banks' earnings and …

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Ep. 133 - Six reasons for a brighter bank M&A outlook 28:32

12M ago28:32

28:32

The bank M&A pipeline has improved significantly over the past month, and capital is available for institutions looking to grow amid the surge in investor interest in the banking sector, according to Bill Burgess, co-head of financial services investment banking at Piper Sandler. In the episode, Burgess said there are six factors contributing to re…

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Ep. 132 - How the 2024 election could reshape bank regulation and M&A 30:24

1y ago30:24

30:24

The U.S. election could change the legislative, supervisory and regulatory framework for the banking industry. In the episode, we discuss what different election outcomes could mean for banks with three guests focused on policy, regulation and rulemaking: Paul Merski, executive vice president, congressional relations and strategy at the Independent…

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Ep. 131 - Bank boards capitulating, pushing for scale to combat challenges 32:48

1y ago32:48

32:48

The operating environment remains challenging for many banks but experts at Raymond James' annual whole loan conference in September 2024 noted there is a growing acceptance and willingness to pursue deals to counter headwinds facing the group. In the episode, three veterans at Raymond James – John Toohig, head of whole loan trading; Bill Sammon, h…

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Ep. 130 - How threatened are US banks by the wave of commercial real estate maturities 27:42

1y ago27:42

27:42

Rate hikes by the Federal Reserve and changes in post-pandemic behavior have put pressure on commercial real estate (CRE) borrowers needing to refinance loans coming due. The tally is nothing to sneeze at, with approximately $950 billion in CRE mortgages set to mature in 2024, according to S&P Global Market Intelligence's analysis of nationwide pro…

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Ep. 129 - Investor sees inflection point in bank stocks 28:13

1+ y ago28:13

28:13

Bank stocks and regional bank stocks in particular have rallied over the last month and there is further room to run, according to Joe Fenech, Chief Investment Officer at GenOpp Capital Management. In the episode, recorded on July 16, Fenech said that sentiment towards bank stocks is improving and that the long bear market in bank stocks ended in M…

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Ep. 128 - Tales from Top Performers: South Plains Financial, Stellar Bancorp and City Holding Co. 28:34

1+ y ago28:34

28:34

Tales from Top Performers features conversations with executives at high-performing banks about their view of current issues, and the greatest challenges and opportunities they see ahead. This episode features executives from three of the highest performing banks in the country: Curtis Griffith, chairman and CEO of Lubbock, Texas-based South Plains…

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Ep. 127 - The knife fight for deposits could spur more bank deals 26:29

1+ y ago26:29

26:29

Deposits and liquidity remain at the forefront for most bankers and the intense competition for core funding will eventually lead to a resurgence in M&A activity. That was the message delivered by a variety of presenters at S&P Global Market Intelligence's annual community bankers conference on May 20 and 21, but they acknowledged that transactions…

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Ep. 126 - Hunting the bears, making the bull case for CRE 26:44

1+ y ago26:44

26:44

The investment community has expressed great concern over commercial real estate and questioned whether a severe downturn could lie on the horizon, but Rich Hill, head of real estate strategy and research at Cohen & Steers, is not in the camp. In the episode, Hill discussed the misconceptions about commercial real estate, the considerable differenc…

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Ep. 125 - Tales from Top Perfomers: Five Star Bancorp CEO 17:02

1+ y ago17:02

17:02

Tales from Top Performers is a new series under the Street Talk banner that will feature conversations with executives at high-performing banks about their bank and experience in the sector; their view of current issues, and the greatest challenges and opportunities they see ahead. The inaugural episode features a discussion between James Beckwith,…

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Ep. 124 - KBW CEO challenges investors painting banks with broad brush 25:41

1+ y ago25:41

25:41

The banks that failed in the spring of 2023 were outliers that violated some of the golden rules of banking, but many investors continue to unfairly paint the bank group with a broad brush, according to KBW CEO Tom Michaud. In the episode, Michaud discussed the drivers of the large bank failures in 2023 and the idiosyncrasies of those institutions.…

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Ep. 123 - Bank regulators are tipping the scales, could push even harder 18:10

1+ y ago18:10

18:10

Regulatory scrutiny has intensified in the aftermath of the liquidity crunch that erupted in 2023 and could play an even larger role in bank M&A activity in 2024 by motivating more banks to consider selling, while also standing in the way of some transactions. The episode features views presented by advisers at Hovde Group, KBW and Luse Gorman at t…

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Ep. 122 - Banks' Q4 results bring shades of '95 not '08, show credit digesting higher rates 24:57

2y ago24:57

24:57

U.S. banks' fourth-quarter 2023 earnings demonstrated continued pressure on funding costs and minimal slippage in credit quality. The Street largely took the results in stride, but management teams were hopeful that net interest margin pressure could subside in the second half of 2024 and credit quality would hold up in the face of a higher for lon…

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Ep. 121 - Lessons learned from a tumultuous '23, potential read through to '24 27:33

2y ago27:33

27:33

The word unprecedented became commonplace in banking circles in 2023. The Federal Reserve's rate hike campaign pushed bank balance sheets deeply underwater, spurred deposit outflows and exposed asset/liability mismatches at some institutions that culminated in record-breaking bank runs that led to the second, third and fourth largest bank failures …

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Ep. 120 - Investor sees legs in US bank stock rally amid reasonably priced M&A 26:17

2y ago26:17

26:17

Bank stocks have rallied since the Federal Reserve offered hopes of rate cuts in 2024 and there are further catalysts on the horizon, including a pickup in M&A activity, according to Mendon Capital Advisors President Anton Schutz. In the episode, the veteran bank stock investor offered his view of bank stock valuations, credit quality, bond portfol…

Nathan Stovall | S Podcasts

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Street Talk

Nathan Stovall | S&P Global Market Intelligence

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Ep. 144 - Decoding banks' third-quarter earnings and rebounding M&A activity 32:25

1
Ep. 143 - Stablecoins vs. traditional banking: Who wins the battle for depositors? 30:10

1
Ep. 142 - Despite looming rate cuts, strong deposit franchises still take the cake 30:10

1
Ep. 141 - Signs of stronger bank M&A emerge as serial acquirers, large transactions return 28:42

1
Ep. 140 - InterBank CEO C.K. Lee talks keys to high performance, producing a 3-plus% ROAA 31:27

1
Ep. 139 - Balance sheet, M&A and capital raising strategies for a volatile environment 24:14

1
Ep. 138 - Assessing the impact of tariffs on US banks 25:28

1
Ep. 137 - Two top community bank performers share their special sauce 30:49

1
Ep. 136 – An activist's view of the banking industry 30:41

1
Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open 30:30

1
Ep. 134 - KBW CEO says bank stocks still have room to run 33:05

1
Ep. 133 - Six reasons for a brighter bank M&A outlook 28:32

1
Ep. 132 - How the 2024 election could reshape bank regulation and M&A 30:24

1
Ep. 131 - Bank boards capitulating, pushing for scale to combat challenges 32:48

1
Ep. 130 - How threatened are US banks by the wave of commercial real estate maturities 27:42

1
Ep. 129 - Investor sees inflection point in bank stocks 28:13

1
Ep. 128 - Tales from Top Performers: South Plains Financial, Stellar Bancorp and City Holding Co. 28:34

1
Ep. 127 - The knife fight for deposits could spur more bank deals 26:29

1
Ep. 126 - Hunting the bears, making the bull case for CRE 26:44

1
Ep. 125 - Tales from Top Perfomers: Five Star Bancorp CEO 17:02

1
Ep. 124 - KBW CEO challenges investors painting banks with broad brush 25:41

1
Ep. 123 - Bank regulators are tipping the scales, could push even harder 18:10

1
Ep. 122 - Banks' Q4 results bring shades of '95 not '08, show credit digesting higher rates 24:57

1
Ep. 121 - Lessons learned from a tumultuous '23, potential read through to '24 27:33

1
Ep. 120 - Investor sees legs in US bank stock rally amid reasonably priced M&A 26:17