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

Yet Another Value Podcast

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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