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Ep. 85 - KBW CEO assesses threat from fintechs, sees legs in bank stocks, M&A
Manage episode 308277261 series 1554448
Bank stocks and bank M&A activity have rebounded strongly from the depths of the pandemic and the factors driving the resurgence remain in place, according to KBW CEO Tom Michaud. In the episode, the CEO of the Stifel Financial unit discussed current bank stock valuations, the Street's view of the group, the competitive threat of fintechs, recent bank M&A activity, the outlook for transactions in 2022 and how the banking and advisory business has changed during his 10-year tenure as the firm's CEO.
131 episodes
Manage episode 308277261 series 1554448
Bank stocks and bank M&A activity have rebounded strongly from the depths of the pandemic and the factors driving the resurgence remain in place, according to KBW CEO Tom Michaud. In the episode, the CEO of the Stifel Financial unit discussed current bank stock valuations, the Street's view of the group, the competitive threat of fintechs, recent bank M&A activity, the outlook for transactions in 2022 and how the banking and advisory business has changed during his 10-year tenure as the firm's CEO.
131 episodes
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