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Which podcasts are discussing WFC?
21 ATTRIBUTED IDEAS · 18 EPISODES · 12 SHOWS
The shows
CNBC Fast Money
The Julia La Roche Show
Animal Spirits
Bloomberg Surveillance
Masters in Business
Prof G Markets
WSJ What's News
BiggerPockets Real Estate Podcast
Forward Guidance
Motley Fool Money
The Compound and Friends
The Options Insider Radio Network
Where the discussion went deepest
10 JUL10 JULCNBC FAST MONEY · 05:30
Money center banks set for earnings beats
“Money center banks, led by Citigroup and Bank of America, are positioned for strong earnings driven by capital markets strength and favorable yield curves.”
SK Hynix Debuts on the Nasdaq… And Looking Ahead to Big Bank Earnings Results 7/10/26
Core thesis · 5/5Verify in source →
5 JUN5 JUNMASTERS IN BUSINESS · 48:19
Financials host growth stocks in disguise
“The speaker argued that financial services companies offer long-term compounding opportunities at depressed valuations due to market mispricing of their growth, culture, and business model durability.”
Beating the S&P For Generations with Davis Funds Chairman Chris Davis · with Davis Funds Chairman Chris
Core thesis · 5/5Verify in source →
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 →
15 JUL15 JULPROF G MARKETS · 09:47
Capital markets surge drives mega-cap bank outperformance
“The analyst argued that major US banks are benefiting from a perfect storm of elevated interest margins, reviving dealmaking, and soaring equity trading volumes.”
Why America’s Inflation Problem Isn’t Going Away
In depth · 4/5Verify in source →
15 JUL15 JULPROF G MARKETS · 00:45
Deposit pressure threatens bank earnings growth
“The bear case argued: rising funding costs and deposit competition could erode net interest income growth for traditional banks through late 2024 and 2025.”
Why America’s Inflation Problem Isn’t Going Away
In depth · 4/5Verify in source →
14 JUL14 JULTHE COMPOUND AND FRIENDS · 41:09
Bull market drive record investment bank revenues
“The discussion highlighted a strong fundamental tailwind for major money-center and investment banks, driven by booming equity capital markets, record trading volumes, and robust consumer spend.”
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street
In depth · 4/5Verify in source →
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