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On the Balance Sheet® - Top 5 in 2025 with DCG’s Joe Kennerson

Top 5 in 2025 with DCG’s Joe Kennerson

02/20/25 • 32 min

On the Balance Sheet®

DCG Managing Director Joe Kennerson returns to talk about the top 5 areas risk managers should be discussing as 2025 progresses. Joe, Zach, and Vinny dig deep into deposit and lending trends, potential margin restoration, hedging, and bond portfolios making a comeback.

For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

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DCG Managing Director Joe Kennerson returns to talk about the top 5 areas risk managers should be discussing as 2025 progresses. Joe, Zach, and Vinny dig deep into deposit and lending trends, potential margin restoration, hedging, and bond portfolios making a comeback.

For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

Previous Episode

undefined - "Take the Under" with Dr. Lacy Hunt

"Take the Under" with Dr. Lacy Hunt

In the first episode of Season 4, Dr. Lacy Hunt, Chief Economist and Executive Vice President of Hoisington Investment Management Company, rejoins the show for a timely and engaging discussion on what to expect from markets in 2025. Lacy delves into the reasons he would "take the under" on inflation, GDP, and unemployment vs Blue Chip economic consensus forecasts, why the US is "the strongest ship in the sea," how tariffs are not inflationary, and where he thinks interest rates will move this year.
Disclaimer: Dr. Hunt's views expressed on the show are for educational purposes only and are not solicitation or marketing for Hoisington Investment Management Company.

For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

Next Episode

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"They Don't Sit Still" with Nathan Stovall of S&P Global

In this episode, the guys are joined by Nathan Stovall, the Director of Financial Institutions Research for S&P Global. Nathan shares his observations on deposit trends, how banks are the "thermometers" of local economies, his outlook for M&A activity, and why it is so important for banks to "not sit still" in an ever-changing banking landscape.

For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

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