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: <a href='https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa19oTzByZndsdmFwR3RheVRxck94N0Nib1pnd3xBQ3Jtc0tsMndOaWZMa01jeWx4c3pkSFE3c2xtWTNoQ1NWMEpHM1c5bTRwTThBS2hadkVZTDRhVEtFb0xMZmlEUENXWk5tTktSMUpaVENZX2x6RWxmelJfbW9XVFlHbUlaVzJOOVJqWTY5bUZJS2pVdFNCSnpGMA&q=https%3A%2F%2Ftwitter.com%2FAndrewRangeley%2Fstatus%2F1524726315915657218%3Fs%3D20%26t%3DVxNDZ-nUqjmQoV4q7k45yA&v=_c09ngrht8g'>https://twitter.com/AndrewRangeley/st...</a> Chris's golden age of arb posts: <a href='https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbU50OUgza2NwQmhNVXktdDJjZmlLWkR4TUdnd3xBQ3Jtc0tsWkdxSWNRZjBlakhWbjU1bE9kV2dhVGpNYWo4OTdpNUkxT1A2RktZNDVYaTFsVWFDMFZWQTJ6b1c5MmpCX1JJVEtVYnVVcms4dUNJQl9tTFh3SEVXc2RaUlJfVjVVeFl1a3RFRkhqSmo5QWU5VmJUVQ&q=https%3A%2F%2Fseekingalpha.com%2Farticle%2F4519504-the-market-is-wrong-im-right&v=_c09ngrht8g'>https://seekingalpha.com/article/4519...</a> Chapters <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=0s'>0:00</a> Intro <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=110s'>1:50</a> What's on Chris's mind <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=215s'>3:35</a> Wide spreads and CTXS <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=495s'>8:15</a> PLAN's recut <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=975s'>16:15</a> Do investors over or underestimate how much PE firms care about their reputation? <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=1365s'>22:45</a> How strong are bank financing agreements in rocky markets? <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=1600s'>26:40</a> Other golden age of arb candidates <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=1755s'>29:15</a> State of the energy market <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=1920s'>32:00</a> CLR's take private bid <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=2345s'>39:05</a> Updated TWTR thoughts <a href='https://www.youtube.com/watch?v=_c09ngrht8g&t=3040s'>50:40</a> Closing thoughts and crypto markets

Yet Another Value Podcast

Chris DeMuth's State of the Markets June 2022 (podcast #114)

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas.
Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer