The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino and research analyst Lyons George discuss topics across the investing world.

In today's edition, Isaac and Lyons discuss JPMorgan's recent announcement that a London-based trader lost $2 billion on bets made during the first quarter. At a time when big banks have been pushing back against greater regulation, this news reverberated through the markets and sent shares of JPMorgan tumbling last Friday. The announcement weighed on the Dow index through early trading Monday morning as well. However, the two largest banks in the Dow, JPMorgan and Bank of America, only make up a combined 2.5% of the total index, so perhaps the market was broadly more concerned over recent developments in Europe. Investors are already weary of exposure to European markets, and the so-called "London Whale" trade did little to assuage their fears.

Do the large banks like JPMorgan make you cringe as an investor? Perhaps the downside risk is too large, and the balance sheets too opaque. If you're looking for a banking stock that even Warren Buffett would be interested in, our analysts have uncovered two small-cap stocks with the potential to deliver multibagger returns. Thousands have requested access to this special free report, "The Stocks Only the Smartest Investors Are Buying." We invite you to download a free copy. To find out the name of the bank Buffett would probably be interested in if he could still invest in small banks, just click here.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.