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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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Introduction

Tobias Carlisle: Tim Travis of TT Value is back to talk about financials. Last time he was on, Silicon Valley Bank was teetering and now it's a lot more calm. He says that speaks to how unique Silicon Valley and signature were with their duration mismatches or just the strangeness of the deposit base.

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