Ep. 146 - Strong fundamentals, increasing M&A activity set the table for small cap bank stocks

While large bank stocks have significantly outperformed their smaller counterparts over the last few years, the tide could finally be turning, according to Jonah Marcus, partner and portfolio manager at Endeavor Capital.

In the episode, Marcus said there are positive tailwinds for the banking sector, including increasing bank M&A activity, net interest margin expansion and deregulation, that will serve as a greater benefit for small and mid-cap banks. The veteran investor also discussed the valuation disparity between large and small banks; his outlook for credit quality and bank M&A activity, and the importance of technology and a bank's data strategy.