Chris DeMuth's state of the markets May 2022
Yet Another Value Podcast
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Do You Think the Market Is Missing Something?
Shildes: All the things that have been driving a disrupting supply and driving up commodities prices makes me even more interested in owning domestics. So far, we haven't seen companies go wild catter like most of them, or saying, hay, we learned our lesson. Shildes: Part of my hope is that part of my foolishness, is just market correlates with one in panics, and we're in a kind of miny, soft panic right now.
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