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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 Talking Hedge

I'm agnostic to macro and just things are going to happen. You can't predict it. That's why I talk about macros so much on this podcast. Even though we're all kind of somewhat bearish, you know, we're still invested. It's just you find the best opportunities or stuff that the negatives are overly priced into the equity or whatever part of the capital structure that exists.

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