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Financial Options: Tim Travis on value, options and financials with Tobias Carlisle on the Acquirers Podcast

The Acquirers Podcast

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Is Inflation Good for Value?

I'd rather have an inflationary environment for them, particulary. I think energy and and commodities probably does best. And financials are are pretty, pretty strong in that area as well. The municipal bond insurance company is really the only surviver from the previous uh bubble.

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