CNBC's "Fast Money" Would You Rather?: Goldman Sachs or The Mag7… And Structure Therapeutics CEO 1/15/26
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Jan 15, 2026 Goldman Sachs is hitting new highs as it surpasses earnings predictions, while the Mag7 faces market challenges. The discussion dives into weight loss drugs, with a spotlight on a new GLP-1 pill and its competitive landscape. Insights on regional banks versus money center banks shed light on potential investment opportunities for 2026. Additionally, the impact of a possible Spotify price hike on subscribers and the dynamic challenges in the obesity drug market are thoroughly explored.
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Rotate Into Banks During M&A Tailwind
- Favor banks while M&A and capital-markets activity remain strong and the yield curve supports trading revenues.
- Consider owning regionals too as re-rating could spread from money centers to smaller banks.
Cyclicality Versus Durable Growth
- Banks are cyclical and can show huge earnings swings in downturns compared with mature tech growth names.
- The trade-off is macro sensitivity: banks win if the economy holds, but lose more in systemic contraction.
Watch Regionals For Catch-Up Moves
- Consider regional banks as they may catch up to big banks as the valuation gap narrows.
- Watch that regionals have already outperformed and may benefit from ongoing M&A and regulatory shifts.