Elon's Not Exactly as Like It for Elon

Chris DeMuth joins the podcast to discuss the state of the markets in October 2022 and what’s catching his eye in event driven land, with a large focus on TWTR.

My prior podcast on SPB: https://twitter.com/AndrewRangeley/status/1549013912133111808?s=20&t=6iWCDZC_8sPzlIuELTNwdQ

Chapters
0:00 Intro
2:30 What's on Chris's mind this month (TWTR)
4:50 Twitter's security review (or lack thereof)
7:30 Jurisdiction for a potential TWTR security review
13:30 What would a security review look like?
21:40 The politics behind a TWTR security review
29:25 Potential repercussions from a TWTR security block
35:55 Last chance for financing and insolvency outs!
41:45 How big will the cost cuts at TWTR be?
45:50 Discussing Spectrum Brands