KBW CEO Tom Michaud: Big bank fundamental story is very good, credit remains solid

So with the stocks trading at or near records, it begs the question, should banks get rerated or are they fully valued right now. Let's bring in Tom Misho, CEO of KBW, a steel company. We're bringing him at the top cuz >> I mean this is we thank you very much.Thank you. >> So So we'll we'll start off with you. It does feel like we're at a moment where you can believe in the virtues of deregulation, what the banks are will be able to do now with regulators off their backs, but at the same time there are thes ...