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Which podcasts are discussing PNC?
8 ATTRIBUTED IDEAS · 7 EPISODES · 5 SHOWS
The shows
Bloomberg Surveillance
Excess Returns
The Julia La Roche Show
Animal Spirits
The Compound and Friends
Where the discussion went deepest
28 JUL2W AGOBLOOMBERG SURVEILLANCE · 05:00
Bank earnings growth reliant on share buybacks
“Meredith Whitney argued that major U.S. banks lack underlying organic growth, relying heavily on share buybacks rather than expanding tangible book value.”
Market Choppiness Ahead of Fed and Earnings
In depth · 4/5Verify in source →
3 JUL3 JULTHE COMPOUND AND FRIENDS · 31:47
1 JUL1 JULANIMAL SPIRITS · 08:10
30 MAY30 MAYTHE JULIA LA ROCHE SHOW · 05:30
Bank trading profits mask Main Street weakness
“The guest argued that strong bank income is driven by trading activities, not traditional lending, masking weak loan growth and poor-quality private credit exposure.”
#374 Chris Whalen: Fed Policy Losing Efficacy, Rate Hike Coming Anyway, Private Credit Defaults at 6%
In depth · 4/5Verify in source →
15 MAY15 MAYEXCESS RETURNS · 05:00
Consumer confidence data contradicts bank spending metrics
“The discussion highlighted a puzzling dichotomy where consumer confidence surveys are at historic lows, yet bank transaction data shows robust spending and low delinquencies.”
He Studied the Financial System for Decades
In depth · 4/5Verify in source →
15 MAY15 MAYEXCESS RETURNS · 10:00
Banking sector trades at discount due to information asymmetry
“The guest argued that the banking sector trades at a P/E discount to the market partly because of hidden regulatory risks and confidential supervisory information (CSI) that investors cannot see.”
He Studied the Financial System for Decades
In depth · 4/5Verify in source →
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