Sports Authority and the Unwind of Traditional Retail

The video discusses the challenges faced by traditional retail due to structural changes and competition from companies like Amazon. It highlights the ongoing 'unloved bull market' and the lack of long-term perspective among investors. The conversation shifts to opportunities in the financial sector, particularly in high-quality banks in the US and Canada, despite regulatory challenges.

What are the psychological factors affecting investor behavior in the current market?

What opportunities do the speakers see in the financial sector?