The Acquirers Podcast cover image

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

The Acquirers Podcast

00:00

The Insurance Companies Pulling Out of Florida and California

Insurance companies are likely to see quite a bit of interest income coming back in and could be pretty material actually for their earnings. The builders have more flexibility on kind of the financing rates that they can offer because they have their own internal mortgage companies so they can kind of, you know, rejigger things a little bit there. I think I'm a little more skeptical on the economy that most people are as of recently. It's like bare porn, doom porn on the housing market. And then you also have the student loan moratorium ending, which is a huge deal.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app