DiscoverCapital Ideas PodcastHow analysts think about banks: AI, regulation and the consumer
How analysts think about banks: AI, regulation and the consumer

How analysts think about banks: AI, regulation and the consumer

Update: 2025-12-18
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Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced this challenge with gusto and a disciplined, three-pronged approach: analyzing financial metrics and ratios, drawing on qualitative insights and incorporating macroeconomic trends.
 
In this episode:

  • AI's early impact on banking and potential for future revenue production
  • How credit card issuers are capitalizing on secular tailwinds
  • Insights on regulatory changes, private credit and stablecoins
  • The value of being resourceful, persistent and a little entertaining

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This content is published by Capital Client Group, Inc. 






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How analysts think about banks: AI, regulation and the consumer

How analysts think about banks: AI, regulation and the consumer