What podcasts say about Brian Foran

Every statement, with the speaker, the exact quote and the moment it was said.

What Brian Foran has said on podcasts

15 statements · 7 positive · 6 negative · 2 neutral

on Capital One Discover debit migrationPositiveOct 16, 2026· Barron's Streetwise
Capital One’s debit migration to Discover has produced over $1 billion in synergies.
“On our estimates, that's already produced over a billion dollars of Synergy.”
Listen at 16:46
Open the episode · The Disruption Scorecard
on Capital One Discover credit network expansionNeutralOct 16, 2026· Barron's Streetwise
Capital One’s credit-network expansion will take five to ten years.
“it's probably a five to 10 year journey.”
Listen at 17:35
Open the episode · The Disruption Scorecard
on Capital One Discover credit networkPositiveOct 16, 2026· Barron's Streetwise
Capital One will gradually shift more credit volume onto Discover each year.
“I think on credit, it's like every year, a little bit more moves to the Discover network”
Listen at 17:42
Open the episode · The Disruption Scorecard
on Visa and Mastercard U.S. network accessNegativeOct 16, 2026· Barron's Streetwise
Visa and Mastercard are unlikely to let Discover use their U.S. networks.
“In the U.S., no. I don't see any reason why Visa and MasterCard would agree to that”
Listen at 18:39
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on Discover networkPositiveOct 16, 2026· Barron's Streetwise
Discover network volume could grow from low to mid-teens annually.
“the Discovered network could be growing low to maybe even mid-teens in terms of volume.”
Listen at 20:06
Open the episode · The Disruption Scorecard
on Capital OnePositiveOct 16, 2026· Barron's Streetwise
Capital One aims to internalize payment volume and improve its economics.
“Capital One is trying to internalize more of their own volume. get better economics, control their own destiny.”
Listen at 20:58
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on RampPositiveOct 16, 2026· Barron's Streetwise
Ramp is currently the market leader in corporate payments software.
“Ramp is now the market leader.”
Listen at 22:38
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on BrexNegativeOct 16, 2026· Barron's Streetwise
Capital One must improve Brex to restore its competitiveness.
“they kind of have to, like, fix it up, make it competitive again”
Listen at 22:41
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on Capital One Discover acquisitionPositiveOct 16, 2026· Barron's Streetwise
Capital One should successfully integrate the Discover acquisition.
“Get the Discover acquisition right.”
Listen at 23:14
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on Capital OneNegativeOct 16, 2026· Barron's Streetwise
Capital One revenue grows about 5% year over year while expenses grow faster.
“Right now, the revenue growth rate is only running around 5% year over year. So expenses are growing faster than revenue.”
Listen at 23:23
Open the episode · The Disruption Scorecard
on Banking conditionsPositiveOct 16, 2026· Barron's Streetwise
Current banking conditions are very favorable.
“On the current view and where we are today, it's all very good.”
Listen at 24:49
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on Banking conditions in 2027NegativeOct 16, 2026· Barron's Streetwise
Investors are nervous about banking conditions through 2027.
“On the forward view into 2027, you know, it is very much nervousness from investors”
Listen at 24:53
Open the episode · The Disruption Scorecard
on Average covered bank net interest marginNeutralOct 16, 2026· Barron's Streetwise
The average covered bank has a net interest margin around 3.25%.
“the average bank we cover would have a net interest margin of around 3.25%”
Listen at 25:16
Open the episode · The Disruption Scorecard
on Bank deposit pricing and net interest marginsNegativeOct 16, 2026· Barron's Streetwise
Higher deposit pricing could pressure banks’ net interest margins.
“Is deposit pricing going to become a problem and our net interest margin is going to roll over?”
Listen at 25:49
Open the episode · The Disruption Scorecard
on Bank valuationsNegativeOct 16, 2026· Barron's Streetwise
Investor uncertainty is compressing bank valuations.
“I'm just going to kind of compress the valuations on all these banks.”
Listen at 26:40
Open the episode · The Disruption Scorecard

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.