I would be a little careful to take too much signal from that because as you know anything that gets observed can in fact be gamed. There's always the risk of an insider going, hey, if I buy just a little bit of stock then maybe people will think that our stock is cheap and we're not in trouble. We never want to blindly follow it, but it's always worth paying attention to. Oh, absolutely. I mean, because it's money, right? What is the answer to all of the next of your questions? Is money? Yeah, it's dead on.
The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money.
(00:15) Bill Mann and Dylan Lewis discuss:
- How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers.
- The follow-on effects that could hit regional banks.
- Why insiders at regional banks are buying up shares despite the pessimism.
(13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about the new documentary "Making of the Meme King" and why founding a company is much different than turning one around.
Companies discussed: LOB, CHWY, GME, BBBY, BABA
Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Melissa Lee Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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