Investors / stance tracking
What Cheryl Pate is saying
FollowFollowingUnfollowSenior portfolio manager, Angel Oak Capital Advisors
5 dated public stances tracked since 2026-10-13, most recently 2026-10-14. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Cheryl Pate's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Cheryl Pate is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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5
tracked stances
5
themes
0
side flips
2026-10-14
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BANKS | 1 | 1 bullish | 2026-10-14 | |
| COF | 1 | 1 bullish | 2026-10-14 | |
| KBW | 1 | 1 bullish | 2026-10-13 | |
| MS | 1 | 1 bullish | 2026-10-14 | |
| V | 1 | 1 bullish | 2026-10-14 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Valuations are supportive of adding to positions and JPMorgan's earnings cycle results are favorable for the name
“Valuations, I think, are supportive of adding to positions here”
Bloomberg TV uncut 2026-10-14 15:19 ET (30 min)
Said again: 2026-10-14 (Bloomberg Open Interest)
Valuations are supportive of adding to positions and Morgan Stanley's earnings cycle results justify the position
“We like names like J.P. Morgan and Morgan Stanley on the back of this earnings cycle”
Bloomberg TV uncut 2026-10-14 15:19 ET (30 min)
Said again: 2026-10-14 (Bloomberg Open Interest)
Visa and Mastercard benefit from accelerating digital payment adoption as agentic AI commerce expands transaction volumes and consumers shift further toward electronic payment rails
“you see some benefits to the likes of Visa and Mastercard here as well”
Open Interest 10/14/2026
Capital One is a digital banking beneficiary as heavy technology investment by consumer finance companies creates sustainable competitive advantage in customer acquisition and retention
“even names like Capital One probably falls into that bucket from our perspective”
Open Interest 10/14/2026
2026-10-13
KBW
bullish
Bloomberg TV (uncut) · uncut_tv
The 12% correction from August highs has created an attractive entry point; higher-for-longer rates drive NIM expansion in asset-sensitive loan books that more than offsets manageable credit cost risks, and AI infrastructure buildout is a multi-year tailwind…
“I think this is an attractive entry point into the banking sector”
Bloomberg TV uncut 2026-10-13 11:00 ET (30 min)
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