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Artwork for Street Talk
Commercial Real Estate
M&A Activity
Bank Stocks
Mergers and Acquisitions
Interest Rates
Federal Reserve
Banking Sector
Capital Raising
Deposits
Bank Mergers and Acquisitions
Investment Banking
Banking Industry
S&P Global Market Intelligence
Credit Risk
Community Banks
Stablecoins
Regulatory Environment
Real Estate Investment Trusts
Banking Regulation
Shareholder Liquidity

Nathan Stovall, director of financial institutions research at S&P Global Market Intelligence, takes a deep dive into issues facing financial institutions and the investment community. Tune in for interviews with industry insiders as well as brief outlooks for the banking sector.

PublishesMonthlyEpisodes149Founded9 years ago
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Artwork for Street Talk

Latest Episodes

The post-WWII global order is entering a new era. In the episode recorded live at the S&P Global Market Intelligence's Annual Community Bankers Conference on May 6, geopolitical strategist and author Dr. George Friedman discusses the conflicts betwee... more

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A few blips tied to private credit and loans to nonbank financial institutions have weighed on the bank group recently and come at the same time at the group faced pressure over concerns that greater adoption of artificial intelligence could threaten... more

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After years of trading at the steepest discount in the broader market—dead last among all major sectors—the banking industry is finally positioned to narrow that gap, according to KBW CEO Tom Michaud. In the episode, Michaud said that the best fundam... more

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While large bank stocks have significantly outperformed their smaller counterparts over the last few years, the tide could finally be turning, according to Jonah Marcus, partner and portfolio manager at Endeavour Capital Advisors, Inc.

In the episo... more

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Recent Guests

George Friedman
Geopolitical strategist and author
Geopolitical studies/author
Episode: Ep. 149 - Dr. George Friedman sees old alliance as obsolete, new bilateral order as U.S. shifts from Europe to China
Greg Hertrich
Managing Director and Head of US Depository Strategies
Nomura
Episode: Ep. 148 - Banks, AI and the not so "hidden" exposure to private credit
Jonah Marcus
Partner and portfolio manager at Endeavor Capital
Endeavor Capital
Episode: Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks
Chris Nichols
Director of Capital Markets
South State
Episode: Ep. 144 - Decoding banks' third-quarter earnings and rebounding M&A activity
Christopher Olsen
Managing partner of Olsen Palmer, an independent investment banking firm focused on advising financial institutions on M&A.
Olsen Palmer
Episode: Ep. 141 - Signs of stronger bank M&A emerge as serial acquirers, large transactions return
C.K. Lee
President and CEO of Interbank
Interbank
Episode: Ep. 140 - InterBank CEO C.K. Lee talks keys to high performance, producing a 3-plus% ROAA
Phil Moore
CFO at Nicolet Bankshares
Nicolet Bankshares
Episode: Ep. 137 - Two top community bank performers share their special sauce
Ken Martinek
CEO of Northeast Community Bank
Northeast Community Bank
Episode: Ep. 137 - Two top community bank performers share their special sauce
Jeff Davis
Managing Director at Mercer Capital
Mercer Capital
Episode: Ep. 135 - Takeaways from AOBA: Heavy dose of optimism as the deal window is open

Host

Nathan Stovall
Director of financial institutions research at S&P Global Market Intelligence and Host of Street Talk.

Reviews

5.0 out of 5 stars from 44 ratings
  • Awesome Podcast!!!

    Nathan, host of the Street Talk Podcast, highlights all investing, finance and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    roweereyes
    Philippines4 years ago
  • Love Nathan

    Awesome Podcast that provides great market commentary. A must listen for investors and banking industry folks. Just not long enough. NEED more content from Mr. Stovall.

    Apple Podcasts
    5
    nfldraftbites
    United States7 years ago
  • Great show

    Nathan’s calm, familiar style evokes an uncle sitting on the front porch over mint juleps discussing the current trends in the banking industry. Just the way I want these in depth topics explained to me.

    Apple Podcasts
    5
    Beef Kucinski
    United States7 years ago
  • In-Depth Bank Specific Podcast

    Enjoyable and knowledgeable. Great industry specific analysis amongst the banking industry.

    Apple Podcasts
    5
    D. Shepley
    United States8 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Audience notes a need for deeper episodes or more frequent content to satisfy demand for timely banking insights.
The host and guests offer in-depth, industry-specific analysis valuable to bankers and investors.
Content is seen as authentic, with a strong emphasis on actionable implications for bank valuation and deal activity.
Listeners appreciate the calm, clear market commentary and practical banking insights.

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Talking Points

Recent interactions between the hosts and their guests.

Ep. 149 - Dr. George Friedman sees old alliance as obsolete, new bilateral order as U.S. shifts from Europe to China
Q: So, why do you think this May summit is pivotal in the realignment with China?
It represents a potential redefinition of the US–China relationship that could unlock joint ventures and integrated ventures in technology and manufacturing, thereby altering the global economic system and supply chains.
Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks
Q: How important is tech when you look at investment in a portfolio company?
Technology is deemed a key differentiator that can significantly impact valuation and growth within the banking sector.
Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks
Q: Is credit a big concern for you?
Marcus reassures that current credit quality trends remain stable and provides a cautious but optimistic outlook regarding potential risks.
Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks
Q: How do you feel about valuations?
Jonah Marcus discusses the gap between valuations and fundamentals, suggesting a focus on strong fundamentals over speculation on valuation improvements.
Ep. 140 - InterBank CEO C.K. Lee talks keys to high performance, producing a 3-plus% ROAA
Q: What is the largest concern and largest opportunity for your institution in the next 12 months?
Lee identified the opportunity to lean into growth due to increasing demographic demands and acknowledged the challenge of funding amidst potential rate reductions.

Audience Metrics

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Frequently Asked Questions About Street Talk

What is Street Talk about and what kind of topics does it cover?

A finance-focused show centered on banking industry dynamics, from deposit strategies and valuation gaps to M&A activity and regulatory impacts. Conversations routinely examine how technology, risk management, and non-bank competition shape outcomes for small-to-mid cap banks, with guest experts weighing credit quality, earnings signals, and capital formation. The breadth across episodes—ranging from deposit franchises and earnings trends to digital currencies and tariffs—suggests a pragmatic, investor-oriented lens designed to help finance professionals evaluate risk and opportunities in a rapidly evolving sector. A standout element is the emphasis on actionable takeaways for bank valuations, deal flow, and strategy in varying rate environ... more

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Which podcasts are similar to Street Talk?

These podcasts share a similar audience with Street Talk:

1. Monetary Matters with Jack Farley
2. Forward Guidance
3. On The Tape with Danny Moses
4. Money Stuff: The Podcast
5. Odd Lots

How many episodes of Street Talk are there?

Street Talk launched 9 years ago and published 149 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Street Talk?

Recent guests on Street Talk include:

1. George Friedman
2. Greg Hertrich
3. Jonah Marcus
4. Chris Nichols
5. Christopher Olsen
6. C.K. Lee
7. Phil Moore
8. Ken Martinek

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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