Street Talk

Ep. 136 – An activist’s view of the banking industry


Listen Later

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 campaigns and how its interactions with bank management teams have changed over time. The veteran investor also shared how PL Capital has encouraged change and offered value to management teams as well as his view on the need for scale at some banks, M&A activity, regulation and bank valuations.

...more
View all episodesView all episodes
Download on the App Store

Street TalkBy Nathan Stovall | S&P Global Market Intelligence

  • 5
  • 5
  • 5
  • 5
  • 5

5

39 ratings


More shows like Street Talk

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,191 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

981 Listeners

Odd Lots by Bloomberg

Odd Lots

1,756 Listeners

Commodities Focus by S&P Global Commodity Insights

Commodities Focus

31 Listeners

Oil Markets by S&P Global Commodity Insights

Oil Markets

31 Listeners

Chemical Week by Chemical Week

Chemical Week

8 Listeners

EnergyCents by S&P Global Commodity Insights

EnergyCents

12 Listeners

Energy Evolution by S&P Global Commodity Insights

Energy Evolution

10 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

81 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

301 Listeners

Fuel For Thought by S&P Global Mobility

Fuel For Thought

4 Listeners

All Things Sustainable (formerly ESG Insider) by S&P Global

All Things Sustainable (formerly ESG Insider)

56 Listeners

Energy Evolution by S&P Global Commodity Insights

Energy Evolution

29 Listeners

The Decisive Podcast: Insights and analysis to empower confident decision-making. by S&P Global Market Intelligence

The Decisive Podcast: Insights and analysis to empower confident decision-making.

12 Listeners

The TreppWire Podcast: A Commercial Real Estate Show by The TreppWire Podcast, A CRE Show

The TreppWire Podcast: A Commercial Real Estate Show

215 Listeners

CLOs Uncovered by S&P Global Ratings

CLOs Uncovered

4 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

102 Listeners

The Business Brew by Bill Brewster

The Business Brew

246 Listeners

Next in Tech by S&P Global Market Intelligence

Next in Tech

28 Listeners

Moody's Talks - Inside Economics by Moody's Analytics

Moody's Talks - Inside Economics

283 Listeners

Autology by S&P Global Mobility

Autology

1 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

54 Listeners

Private Markets 360° by S&P Global

Private Markets 360°

6 Listeners

IR in Focus by S&P Global Market Intelligence

IR in Focus

5 Listeners

The Pipeline: M&A and IPO Insights by Joe Mantone

The Pipeline: M&A and IPO Insights

2 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

21 Listeners

Masters of Risk by S&P Global Market Intelligence

Masters of Risk

5 Listeners

Bloomberg Talks by Bloomberg

Bloomberg Talks

14 Listeners

Automotive Podcast Series by Gaurav Vangaal

Automotive Podcast Series

0 Listeners

MediaTalk by S&P Global Market Intelligence

MediaTalk

5 Listeners

Artificial Intelligence Insights by Sudeep Kesh

Artificial Intelligence Insights

6 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

91 Listeners