Nathan Stovall, director of financial institutions research at S&P Global Market Intelligence, takes a deep dive into issues facing financial institutions and the investment community. Tune in for interviews with industry insiders as well as brief outlooks for the banking sector.

Street Talk
Claim This Podcastby Nathan Stovall | S&P Global Market Intelligence
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Podcast Overview
Nathan Stovall, director of financial institutions research at S&P Global Market Intelligence, takes a deep dive into issues facing financial institutions and the investment community. Tune in for interviews with industry insiders as well as brief outlooks for the banking sector.
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Publishing Since
8/22/2017
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Recent Episodes

June 4, 2026
Ep. 150 - 12 words for community banks to live by
Veteran bank investor Joe Stieven shares his 12-word philosophy for community banks to drive value and remain relevant, in an interview with [Host Name].

May 11, 2026
Ep. 149 - Goodbye Europe, hello Beijing: Russia's Ukraine failure makes old U.S. alliances obsolete
<p><span data-teams="true">The post-WWII global order is officially dead—and a new era is beginning. In the episode recorded live at the S&P Global Market Intelligence's Annual Community Bankers Conference on May 6, geopolitical strategist and author Dr. George Friedman discusses the conflict between the U.S. and Iran, Russia's failure in the Ukraine, how America reinvents itself through instability, and the pivotal U.S.-China summit on May 14. Dr. Friedman's core argument: The entire Bretton Woods system—NATO, multilateral trade, the U.S.-European alliance—was built to contain the Soviet Union. Russia's catastrophic failure in Ukraine proved that threat no longer exists, rendering the old framework obsolete. What's replacing it is a bilateral U.S.-China order that could reshape global economics for a generation.</span></p>

March 24, 2026
Ep. 148 - Banks, AI and the not so "hidden" exposure to private credit
<p class="MsoNormal">A few blips tied to private credit and loans to nonbank financial institutions have weighed on the bank group recently and come at the same time at the group faced pressure over concerns that greater adoption of artificial intelligence could threaten many traditional jobs and ultimately lead to higher levels of unemployment. However, some bank analysts argue that both issues might be overblown and that AI in particular could lead to efficiency gains for banks. In the episode, Greg Hertrich, managing director and head of US Depository Strategies at Nomura, discusses the real risks behind bank lending to private credit firms and nonbank financial institutions. Hertrich explains why these exposures aren't as "hidden" as some fear, why banks are better capitalized and more transparent than in past cycles, and how today's credit environment differs from previous crises. He also tackled concerns about AI's impact on the job market and argued that AI could prove an efficiency gain for banks rather than pose a great threat to the economy and banks' loan portfolios.</p>
150 total episodes available with 7 transcripts
Recent guests on Street Talk
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Joe Stieven
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Tom Michaud
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