In short: Owns, hasn't lightened up — one of his two bank positions: "I own Flagstar. That's the turnaround situation."
Flagstar is a regional bank in the middle of a turnaround. Whalen owns it as one of only two bank stocks he holds and hasn't sold any, even while calling bank stocks in general "dead this year." He bought it as a recovery story, not as a bet on the banking sector.
24:17I mean, I haven't lightened up on my two bank positions. I own Schwab and I own Flagstar. That's the turnaround situation. I've been adding to gold and silver both over the past 6 months. The rest of it I've pretty much left. I have a fairly boring portfolio. One of my bigger positions is Annaly, obviously. They're doing quite well.
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