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Banks, REITs, Energy and Betting Markets with Tim Travis, Portfolio Manager, TT Capital | S06 E42

The Acquirers Podcast

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Navigating Economic Waters: Bank and REIT Insights

This chapter examines the effects of economic conditions and Federal Reserve policies on market expectations, focusing on banks and real estate investment trusts (REITs). It highlights the delicate balance of cautious investment strategies amidst potential recession uncertainties and the volatility of assets like Bitcoin. Additionally, the discussion delves into investment opportunities within telecommunications and the implications of recent investor decisions in the tech sector.

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