Is There Still Room for Financial Stocks to Run?

The video discusses the impact of the November 8th election on large banks, highlighting multiple expansion without consensus estimate increases. It covers the potential for less regulatory scrutiny under the Trump administration, which could enhance revenue opportunities for banks. Anthony Scaramucci provides insights on regulatory reform, emphasizing a lighter regulatory touch. The video concludes with speculation on future regulations and their impact on financial services.

What factors contributed to the raised estimates for large banks shortly after the election?

How does the speaker perceive the impact of regulatory scrutiny on revenue opportunities in capital markets?

What is the speaker's confidence level regarding the contours of new regulation under a Donald Trump presidency?

What specific regulatory rule did Anthony Scaramucci mention that needs to be retooled?

What overarching principle does the Trump team want to achieve regarding regulations?