Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins
RiskReversal Pod
00:00
Stock Picking Time - What Happened in Two Thousand Four and Five?
The financial sector is this kind of weird place. It's just their wards of the state. And if the fed doesn't like what they see, they say, ok J p morgan, you can't buy back stock any more. The issue is not in the banking sector. They have enough capital. But to us, when i look at it, i view it as boring. If we're goin to go through a slowdown, i don't want to own them, but in general, we're not shoret them either.
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