4min chapter

Yet Another Value Podcast cover image

Chris DeMuth's State of the Markets March 2024

Yet Another Value Podcast

CHAPTER

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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