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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 Importance of Diversified REITs

Timothy Stanley: I find this market kind of a little bit hard to analyze because to me, the data looks so bad. The leading economic indicators have all been terrible,. But maybe they're due for a bounce because they've been so bad. Maybe the market is just running that bounce and has no idea what's behind it. He says he doesn't want to bet big on offices but there are some interesting REITs out there if you don't think rates will go up much more or stay up.

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