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Chris DeMuth's State of the Markets June 2022 (podcast #114)

Yet Another Value Podcast

CHAPTER

The Year's Flailing Round to Making Sense

The world is starting to make sense, kind of this abrupt, jarring way in 20 22. And i just don't feel like, i was taking it too seriously becausee were making too much money. If something's offering a hundred % annualized to lend into it for a week or something, a hundred percnt anualized for a week, probably a fraud. But that was he weird thing. I think what we're dealing with now is the, is the of reversion to making sense. O but for my own part, i was pretty beat up on terms of, in terms of short ideas or scepticism,. Just because it's some point being early is convincingly

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