How analysts think about banks: AI, regulation and the consumer
How analysts think about banks: AI, regulation and the consumer  
Podcast: Capital Ideas podcast
Published On: Thu Dec 18 2025
Description: Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced this challenge with gusto and a disciplined, three-pronged approach: analyzing financial metrics and ratios, drawing on qualitative insights and incorporating macroeconomic trends.   In this episode: AI's early impact on banking and potential for future revenue production How credit card issuers are capitalizing on secular tailwinds Insights on regulatory changes, private credit and stablecoins The value of being resourceful, persistent and a little entertaining #CapGroupGlobal For full disclosures go to capitalgroup.com/global-disclosures For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside the U.S., visit capitalgroup.com for Capital Group insights. Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://www.youtube.com/playlist?list=PLbKcvAV87057bIfkbTAp-dgqaLEwa9GHi  This content is published by Capital Client Group, Inc.  U.K. investors can view a glossary of technical terms here: https://www.capitalgroup.com/individual-investors/gb/en/resources/how-to-invest/glossary.html  To stay informed, follow us LinkedIn: https://www.linkedin.com/company/capital-group/posts/?feedView=all  YouTube: https://www.youtube.com/@CapitalGroup/videos  Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/ About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals. Learn more: capitalgroup.com Join us: capitalgroup.com/about-us/careers.html Copyright ©2025 Capital Group