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Chris DeMuth's State of the Markets March 2024

Yet Another Value Podcast

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Navigating Regulatory Uncertainties and Populist Politics

The chapter explores the challenges a portfolio manager faces amidst regulatory uncertainties and their impact on investment decisions, emphasizing the importance of post-litigation clarity for capital allocation. It also discusses how far-right and far-left politicians align to obstruct mergers, shedding light on the complex regulatory landscape and the influence of populist politics on issues like M&A and national security.

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