2024 was a good — very good — year to be a bank. Wall Street thinks 2025 may be even better. 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, and growing interest in private credit markets. Then, 18 minutes in, Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention. Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA. Host - Mary Long; Guests - Matt Frankel, Kirsten Guerra

Guests: Matt Frankel,Kirsten Guerra

Published: Sat 18 January 2025