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Value After Hours S05 E28: Tim Travis on Regional Banks, Financials, Value and the Tardigrade

The Acquirers Podcast

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The Inefficiency of Wind

I feel more comfortable with these more normal price levels because I think that when it spikes up, like that, that punctures everything else and that's when you get the recession. When it's really low, that's something, something else weird is going on there. We're still at that point, we're still early enough in the cycle, I mean, but close enough to negative $37 oil,. But they've still got a little bit of religion about looking at the balance sheet and yeah, looking after cat stack and all those other things.

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