What podcasts say about Matt Frankel

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

What Matt Frankel has said on podcasts

10 statements · 5 positive · 2 negative · 2 mixed · 1 neutral

on Major-bank credit-card spendingPositiveOct 13, 2026· Motley Fool Hidden Gems Investing
Major-bank credit-card spending rose 10–13%, or 6–9% after inflation.
“credit card spending at these major banks was up 10 to 13 percent even after adjusting for inflation you're looking at six to nine percent you know real increase in spending”
Listen at 3:21
Open the episode · Bank Earnings Have Entered the Upside Down
on Consumer credit qualityPositiveOct 13, 2026· Motley Fool Hidden Gems Investing
Consumer credit quality was strong, with broadly lower net charge-off rates.
“consumer credit quality was strong net charge-off rates were lower pretty much across the board”
Listen at 3:34
Open the episode · Bank Earnings Have Entered the Upside Down
on Large banks’ customer basesNeutralOct 13, 2026· Motley Fool Hidden Gems Investing
Large banks’ customer data skews toward affluent consumers.
“the big banks. tend to skew toward more affluent consumers”
Listen at 4:37
Open the episode · Bank Earnings Have Entered the Upside Down
on Amazon automation disclosuresMixedOct 13, 2026· Motley Fool Hidden Gems Investing
Amazon publicly highlights automation milestones but rarely discusses failures.
“Amazon boasts about its milestones. but it rarely will talk about its failures publicly.”
Listen at 10:31
Open the episode · Bank Earnings Have Entered the Upside Down
on Walmart warehouse automationNegativeOct 13, 2026· Motley Fool Hidden Gems Investing
Walmart warehouse automation more than triples electricity bills.
“when Walmart automates one of its warehouses, its electric bills more than triple compared to what they were before they were automated.”
Listen at 14:33
Open the episode · Bank Earnings Have Entered the Upside Down
on Warehouse automationMixedOct 13, 2026· Motley Fool Hidden Gems Investing
Warehouse automation will require years of spending and setbacks before major returns.
“there are going to be years of heavy spending and some setbacks along the way before we get a big payoff from automating warehouses.”
Listen at 16:58
Open the episode · Bank Earnings Have Entered the Upside Down
on WalmartPositiveOct 13, 2026· Motley Fool Hidden Gems Investing
Walmart may be among the preferred investments for the automation trend.
“Walmart actually might be one of my favorite ways to invest in the automation trend”
Listen at 17:12
Open the episode · Bank Earnings Have Entered the Upside Down
on Empire State Realty Trust observatoryNegativeOct 13, 2026· Motley Fool Hidden Gems Investing
Empire State Realty Trust’s observatory revenue fell nearly 30% and net operating income nearly halved.
“observatory revenue was down almost 30% in the last quarter and net operating income was cut almost in half.”
Listen at 18:59
Open the episode · Bank Earnings Have Entered the Upside Down
on Empire State Realty TrustPositiveOct 13, 2026· Motley Fool Hidden Gems Investing
Matt is holding Empire State Realty Trust for now.
“yeah i'm holding we're not giving personal advice but i'm holding at least for now”
Listen at 20:10
Open the episode · Bank Earnings Have Entered the Upside Down
on Empire State Realty TrustPositiveOct 13, 2026· Motley Fool Hidden Gems Investing
Empire State Realty Trust trades at six times funds from operations.
“the stock trades for six times funds from operations”
Listen at 20:15
Open the episode · Bank Earnings Have Entered the Upside Down

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.