What podcasts say about David Ciaverini

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

What David Ciaverini has said on podcasts

9 statements · 6 positive · 2 mixed · 1 neutral

on Bank earningsPositiveOct 12, 2026· Closing Bell
Bank earnings reports will provide relief after the sell-off.
“I expect these prints to provide relief”
Listen at 18:14
Open the episode · Closing Bell 10/12/26
on Bank net interest marginsPositiveOct 12, 2026· Closing Bell
Bank net interest margins should be stable or modestly higher.
“NIMS should be stable to up modestly”
Listen at 18:36
Open the episode · Closing Bell 10/12/26
on Bank stocksPositiveOct 12, 2026· Closing Bell
Bank stocks are expected to rally over the next few days.
“I am expecting pretty good relief rallies from these banks over the next few days.”
Listen at 18:43
Open the episode · Closing Bell 10/12/26
on Banks’ non-interest-bearing depositsPositiveOct 12, 2026· Closing Bell
Depositor inertia will keep banks’ non-interest-bearing deposits stable.
“the inertia of depositors will keep the non-interest-bearing deposits for most of these banks to be stable”
Listen at 19:36
Open the episode · Closing Bell 10/12/26
on JPMorgan investment-banking and markets revenuePositiveOct 12, 2026· Closing Bell
JPMorgan investment-banking and markets revenue is expected to rise mid-to-high teens.
“JP Morgan. We are expecting them to be up mid to high teens in terms of their investment banking and markets revenue.”
Listen at 20:31
Open the episode · Closing Bell 10/12/26
on Bank of America investment-banking and markets revenueNeutralOct 12, 2026· Closing Bell
Bank of America investment-banking and markets revenue is expected to be flat.
“B of A, they showed some challenges in terms of their investment banking as well as their markets revenue. calling for it to be flat.”
Listen at 20:41
Open the episode · Closing Bell 10/12/26
on private creditMixedOct 12, 2026· Closing Bell
Higher rates create both benefits and challenges for private credit.
“it's a double edged sword as it comes to private credit”
Listen at 22:12
Open the episode · Closing Bell 10/12/26
on Bank earnings expectationsPositiveOct 12, 2026· Closing Bell
Expectations for bank earnings are low ahead of the reports.
“the bar is low. heading into these prints”
Listen at 23:18
Open the episode · Closing Bell 10/12/26
on Market broadeningMixedOct 12, 2026· Closing Bell
The market could broaden if major AI stocks pause.
“the market is open to that possibility if, in fact, some of the big AI names do need a rest”
Listen at 34:39
Open the episode · Closing Bell 10/12/26

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.