Erica Najarian
UBS senior equity research analyst who outlines the bullish case for large bank stocks and the potential for regional bank rotation.
Best podcasts with Erica Najarian
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Oct 14, 2025 • 42min
SOTS 2nd Hour: ECB President Lagarde, Banks Breakdown, & ETSY CEO Talks AI 10/14/25
Christine Lagarde, President of the European Central Bank, explores trade tensions and their impact on global growth and inflation. Etsy's CEO, Josh Silverman, discusses the company's transition to the NYSE and how AI is revolutionizing personalized commerce. Scott Reckler of RXR Realty shares insights on NYC's booming commercial real estate market, highlighting trends in office leasing and conversions. Erica Najarian analyzes bank earnings and industry risks, providing an expert view on credit quality challenges.
Jan 6, 2026 • 42min
SOTS 2nd Hour: AMD CEO Talks AI, Financials To Bank On, & Cantor's Equity Drawdown Warning 1/6/26
Lisa Su, CEO of AMD, dives into the company's futuristic AI roadmap, unveiling the new MI455 GPU and discussing strong long-term demand trends from CES. Eric Johnston, from Cantor Fitzgerald, raises caution about a potential equity drawdown in Q1 while highlighting investor risks. Colonel Jack Jacobs offers insight into the complex task of rebuilding Venezuela’s oil infrastructure, emphasizing security challenges ahead. Erica Najarian from UBS makes the bullish case for large bank stocks, suggesting a beneficial shift towards regional banks.
