It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2024 edition, Chris shares his thoughts on: election implications, anti-trust cases, Albertsons / Kroger's case, Robinhood credit card, and high-end credit cards launching travel lounges.
Chapters:
[0:00] Introduction + Episode sponsor: Daloopa
[1:26] Chris' thoughts on markets overall for August 2024: small cap value outperformance, election risk
[3:40] Market start pricing in Trump victory, before Biden dropped out / election risk, implications
[9:51] Overview on Anti-trust cases: Albertsons / Kroger's and Capri / Tapestry
[17:45] Albertsons / Kroger's cont'd
[27:58] Costco
[32:55] Robinhood credit card
[44:06] High-end credit cards launching travel lounges
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