Monetary Matters with Jack Farley cover image

Credit Concern is Overblown Argues Financials Hedge Fund Manager Beating the S&P 500 | Derek Pilecki of Gator Capital

Monetary Matters with Jack Farley

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Using Financials to Express Macro Views vs. Stock Picking

Derek describes blending bottom-up stock selection with macro tailwinds like the yield curve and rate cuts for regional bank positions.

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