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SECTOR ETFKREKBEBULLISHCore thesis · 5/5

No single ticker was named. Regional banks ETFs are one way for retail investors to get exposure. Not a recommendation.

Small-cap banks trade below historical multiples

Small-cap regional banks are structurally undervalued following post-SVB overhangs, expanding yield curves, and deregulation.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Small-cap banks trade below historical multiples · Zortix