It's time to welcome back Chris DeMuth for his monthly state of the markets. For this January 2024 edition, Chris discusses anti-trust, Spirit decision, US Steel - Nippon, banks and $LQDA.
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Alphasense
[1:53] Anti-trust + Spirit decision
[9:00] Judge's decision in Spirit case + how antitrust lawyers reacted before and after the decision
[15:45] Future of anti-trust and mergers
[21:32] US Steel - Nippon
[28:33] Banks
[30:32] $LQDA
Today's episode is sponsored by: Alphasense
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