CashFlow Hunter was on in March
unpacking his prescient call on Silicon Valley Bank. He returns to discuss:
- Launching Catalyst Hedge Investing (2:00)
- Coinbase not evolving from early mover status in crypto (12:35)
- Bitcoin a solution looking for a problem (17:00)
- Bearish on 3M - liabilities, dividend at risk (19:10)
- Special situation stocks (30:20)
- Charles Schwab makes money in unappreciated ways; UBS - Don't bet against the Swiss government. (34:20)
Show Notes:
CashFlow Hunter on Seeking Alpha
Catalyst Hedge Investing Life After Silicon Valley Bank: Tighter Credit Conditions3M: Catalysts For A Potential BankruptcyCoinbase: All's Not Well(s)Seeking Alpha
Investing GroupsSeeking Alpha
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