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Prof G Markets

Why Big Banks Are Selling-Off

34 min15 januari 2026
Ed Elson sits down with Saul Martinez, Head of U.S. Financials Research at HSBC, to unpack bank earnings and the implications of a credit card interest rate cap. Then, Semafor business reporter Rohan Goswami joins the show with the latest on the bidding war for Warner Bros. Discovery, including Netflix’s all-cash offer and Paramount’s proxy fight. Finally, Ed unpacks Delta’s earnings and what they reveal about the broader economy. Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing [email protected] Learn more about your ad choices. Visit podcastchoices.com/adchoices

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