Derek Pilecki, CFA, Managing Member and Portfolio Manager at Gator Capital Management, joins the podcast to have a general conversation about the Financial Sector: banks, crypto and more!
For more information about Gator Capital Management, please visit: https://gatorcapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[1:49] What's most interesting to Derek in Financials sector today / $NYCB / Valley and Western Alliance
[12:28] Western Alliance
[19:43] Capital One and thoughts on Discover merger
[28:36] Overall regulatory environment with banks and financials
[30:51] Election and how that affects banks
[33:26] Robinhood
[41:47] Fannie's and Freddie's
[47:50] $NYCB cont'd.
[50:32] Thoughts on buybacks based on conversations with bank CEO's
[1:01:18] Why Derek thinks banks are below average businesses
Today's episode is sponsored by: Tegus
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