Mike Mayo
Financial analyst
5
MENTIONS
4
EPISODES
4
PODCASTS
Search complete. 5 mentions across 4 episodes found for "Mike Mayo".
Oct 16, 2026
Brad ZimmermanHOST
There was one, the, the encapsulat- the encapsuli- encapsulation of it that I, I grabbed was from a Wells Fargo analyst who was looking at Morgan Stanley.
Brad ZimmermanHOST
Uh, Mike Mayo was the guy's name.
Brad ZimmermanHOST
Good, not great, right? Like, that's, that's, uh, effectively, I think, I think that's a good sort of appro- uh, view of what financials did as a whole.
Chris PrestonHOST
Yeah.
Jim CramerHOST
Just not a good quarter.
Jim CramerHOST
Influential Wells Fargo banks analyst Mike Mayo called Bank of America's capital markets results easily worst in class.
Jim CramerHOST
That was mean.
Jim CramerHOST
Bank of America management stressed that its core Main Street banking business is performing well.
Dan NathanHOST
Mm-hmm.
Danny MosesGUEST
But more importantly, Dan, we talked about this last year and Mike Mayo, who's a great analyst and he covers it, banks started to shift from the traditional book value ROE metrics to earnings per share, because you can only go so far up on book, so you need earnings.
Danny MosesGUEST
But what's the bigger picture here is canceled IPOs, M&A slowed down, and I think difficult comps that are coming.
Danny MosesGUEST
Yes, credit is still fine on the consumer side, but you have to believe that corporate credit, and we're starting to see spreads widen, various things.
Jim CramerHOST
How'd it go?
Carl QuintanillaHOST
Well, we're going to get to for one example is Mike Mayo today out of Wells looking at the banks and the how they perform when Dems own a house.
Jim CramerHOST
They're taking rich people and making them less rich.
Jim CramerHOST
The bank stops.
22 MINS LATER
Carl QuintanillaHOST
That's our Matt Peterson.
Carl QuintanillaHOST
Thanks very much.
Carl QuintanillaHOST
Jim, we mentioned the Mike Mayo call on banks, speaking about regulatory risk.
Carl QuintanillaHOST
Mike points out that when the Dems hold a chamber of Congress, there tend to be hearings about bank regulation 90 percent of the time, he argues.