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Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks

Value Hive Podcast

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The Pros and Cons of Pagaya

The regulator since the financial crisis have really pushed the commercial banks to move away from these, you know, near prime and subprime borrowers. All those loans moved from the banks to the FinTechs and the neo banks that are way less regulated and handle those. And if you're a tech investor, there's not many pro cyclical stories, meaning a story that does really well in an expanding economic period.

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