JPMorgan Stands Tall in Fourth-Quarter Bank Earnings Blowout

The video discusses the performance of major banks, highlighting Morgan Stanley's strong fixed income results and JP Morgan's leading position in revenue. It compares the profitability of consumer banks like JP Morgan and Bank of America with investment banks, noting Bank of America's resilience despite lower net interest income expectations. The video also covers the market cap competition between Morgan Stanley and Goldman Sachs, with Morgan Stanley recently outperforming Goldman. Goldman's upcoming investor day is mentioned as a potential turning point.

What has been the trend in market caps between Morgan Stanley and Goldman Sachs over the last 24 months?

When is Goldman's investor day scheduled?