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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Gator Capital Management's Derek Pilecki shares his thoughts on Banks and Financials in 2024

Yet Another Value Podcast