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Big Bank Energy
Manage episode 461474895 series 3329
2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.
(00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss:
- Why comparisons to 2023 give banks more credit than they may deserve.
- The split between JP Morgan’s investment banking and consumer businesses.
- Growing interest in private credit markets.
Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.
Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA
Host: Mary Long
Guests: Matt Frankel, Kirsten Guerra
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
1787 حلقات
Manage episode 461474895 series 3329
2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.
(00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss:
- Why comparisons to 2023 give banks more credit than they may deserve.
- The split between JP Morgan’s investment banking and consumer businesses.
- Growing interest in private credit markets.
Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.
Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA
Host: Mary Long
Guests: Matt Frankel, Kirsten Guerra
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
1787 حلقات
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