Show notes
2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.(00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss:- Why comparisons to 2023 give banks more credit than they may deserve.- The split between JP Morgan’s investment banking and consumer businesses.- Growing interest in private credit markets.Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDAHost: Mary LongGuests: Matt Frankel, Kirsten GuerraEngineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices