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