Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)
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Chris DeMuth joins the podcast to discuss the state of the markets in October 2022 and what\\u2019s catching his eye in event driven land, with a large focus on TWTR.
My prior podcast on SPB: https://twitter.com/AndrewRangeley/status/1549013912133111808?s=20&t=6iWCDZC_8sPzlIuELTNwdQ
Chapters
0:00 Intro
2:30 What's on Chris's mind this month (TWTR)
4:50 Twitter's security review (or lack thereof)
7:30 Jurisdiction for a potential TWTR security review
13:30 What would a security review look like?
21:40 The politics behind a TWTR security review
29:25 Potential repercussions from a TWTR security block
35:55 Last chance for financing and insolvency outs!
41:45 How big will the cost cuts at TWTR be?
45:50 Discussing Spectrum Brands