Other People's Money with Max Wiethe cover image

The Hedge Fund Beating the S&P 500 Trading Only Financial Stocks | Derek Pilecki of Gator Capital

Other People's Money with Max Wiethe

00:00

Using banks to express macro views vs. stock picking

Max asks about macro vs. bottom-up use of financials; Derek describes owning regional banks cyclically and selectively for valuation and margin tailwinds.

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