Chris DeMuth's State of the Markets June 2022 (podcast #114)
Yet Another Value Podcast
English - June 23, 2022 19:00 - 57 minutes - 39.7 MBInvesting Business value investing Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Brian Laks from Old West on Tin's Alpha Potential
Chris DeMuth returns to the podcast to discuss the state of the markets in June 2022.
Chris's May 2022 state of the markets episode: https://twitter.com/AndrewRangeley/st...
Chris's golden age of arb posts: https://seekingalpha.com/article/4519...
Chapters
0:00 Intro
1:50 What's on Chris's mind
3:35 Wide spreads and CTXS
8:15 PLAN's recut
16:15 Do investors over or underestimate how much PE firms care about their reputation?
22:45 How strong are bank financing agreements in rocky markets?
26:40 Other golden age of arb candidates
29:15 State of the energy market
32:00 CLR's take private bid
39:05 Updated TWTR thoughts
50:40 Closing thoughts and crypto markets