What podcasters are saying about Citigroup (C)

Summary

In the past 30 days, 5 speakers on 5 finance podcasts discussed Citigroup (C) in 5 views. Going by each speaker's latest call, 3 are bullish and 2 are bearish. Chorus has followed Citigroup since October 13, 2026.

Who talks about it most

• Chris Kampitsis · 1
• David Bahnsen · 1
• Tim Seymour · 1
• Steve Eisman · 1
• Josh Brown · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Chris Kampitsis · Barnum Financial GroupBullish

  Citigroup benefits from rate sensitivity, trades below 10x forward earnings, and has buybacks.

  Campitzis expects rates to rise, and says Citi benefits because its high-rate credit cards and variable-rate corporate loans let it reprice quickly. He says the stock trades at less than 10 times forward earnings. He also points to a diversified mix of loans, deposits and wealth services, and to management beginning buybacks that support earnings per share.

  “Number one, rate sensitivity between their high interest rate credit card opportunities as well as variable rate corporate loans.”at 30:13

  CNBC Power Lunch: Energy Secretary Interview, Low-Beta Stock Picks, Nucor CEO Exclusive 10/27/26 · October 27, 2026

• David Bahnsen · The Bahnsen GroupBearish

  Citi's dividend was unsustainable, funded by 10% borrowings from Gulf investors, so Bahnsen sold at $51 in 2007.

  In October 2007 Citi said it would not cut its dividend, but it had just borrowed $10.5 billion from Saudi and Kuwaiti investors at about a 10% coupon. Bahnsen sold at $51 a share, and the stock later fell about 99%. He argues that borrowing to pay a dividend is not how a dividend is sustained, and cites Citi as the clearest warning sign.

  “Because they said, we're not cutting the dividend but we just borrowed $10,500,000,000 from the Saudi Arabians and Kuwaiti's at I think it was a 10% coupon on the debt.”at 12:07

  Masters in Business: At The Money: Can Dividend Investing Give You Yield AND Growth? · October 21, 2026

• Tim Seymour · Seymour Asset ManagementBullish

  Citigroup's earnings are sound and it is an AI beneficiary, so its roughly 13% lag versus the S&P is unwarranted.

  Tim says Citi's earnings were okay and it is growing its earnings profile while running more efficiently than ever. He points to its underperformance versus the S&P since July, roughly 13%, which he says is out of line with that growth. He calls Citi one of the ultimate beneficiaries of AI and says Wall Street pays less attention to it than to Goldman, Morgan Stanley and Bank of America.

  “this is a bank that is growing their earnings profile is certainly never been run more efficiently, and is as we say often that this is one of these places, the ultimate beneficiaries of AI.”at 23:31

  CNBC Fast Money: Buying Opportunity In AI Pullback?... And Oil’s Next Move 10/19/26 · October 19, 2026

• Steve Eisman · The Real Eisman PlaybookBullish

  Citi continues to deliver good results under Jane Fraser, with earnings and returns holding up.

  Citi reported EPS of $2.85 against $1.86, up 53% year over year. While higher rates hurt Goldman's fixed income results, Citi did fine. Its return on tangible common equity was 11.5%, below the 13% of the prior two quarters, but Eisman still calls it pretty good for Citi. The support for the view is solid results rather than a strong valuation case, since Citi trades in the lower valuation group.

  “Under the leadership of Jane Fraser Citi continues to report good results.”at 21:02

  The Real Eisman Playbook: Market Cracks Under AI Debt Burden | The Weekly Wrap · October 16, 2026

• Josh Brown · Ritholtz Wealth ManagementBearish

  Citi's post-earnings drop and broken technicals make it a stock he won't dip-buy.

  Citi fell about 5.6% on the day, from over $140 in late June to about $124. Investment banking fees fell 13% sequentially, the biggest decline among the banks. Credit costs and the reserve build rose, card profit was hurt by rewards and provisions, and fee income was down 4%. The revenue beat was barely a beat against high expectations, and the stock had been up about 38% year to date. Technically, it failed at the 50-day, broke below the 200-day, and RSI fell to 36. Josh reads this as a clear technical violation and says he is not a dip buyer.

  “I'm not a dip buyer here.”at 25:58

  The Compound and Friends: Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine · October 13, 2026