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Schultze on ‘Trump Put’ & Opportunities in ‘Distressed’ Companies

Schultze on ‘Trump Put’ & Opportunities in ‘Distressed’ Companies

Schwab Network · Schwab Network

March 25, 20255m 57s

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Show Notes

George Schultze says there is a “Trump put” that the market hasn’t fully digested. He talks about short opportunities, including in landlords that rent to the federal government. On the long side, he’s looking at value names with “flexibility” in their balance sheets.


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