Nigam Arora tells investors to "ignore the noise" in big bank earnings and focus on the big picture. While JPMorgan Chase (JPM) stumbled in its investment banking sector, Nigam sees their fortress-like balance sheets as the true strength backing banks. As for President Trump's credit card rate cap proposal, Nigam explains why he's still bullish long-term despite the risk to profits being removed from banking's "crown jewel."