Yet Another Value Podcast

Chris DeMuth's State of the Markets October 2022 (with a large TWTR focus!)

Oct 26, 2022

54:43

Creator website

Highlights

AI Chapters

Episode notes

Morgan Stanley Isn't Going to Fund a Space X IPO

01:58

The Committee for Foreign Investment Into the US

02:28

I Think the Politics for It Are Bad

02:13

Introduction

3min

Twitter - I'm Throwing in the Towel, Right?

5min

Siphias and the FCC in Merger Processes

2min

The Committee for Foreign Investment Into the US

2min

Cfius

3min

Is CFIUS Reviewing Elon Musk?

1min

Cfius

3min

I Think the Politics for It Are Bad

2min

Siphias - Is He a Wild Card?

3min

10.

The Left Is Stopping Elon From Buying Twitter

4min

11.

Is Sippiest a Political Tool?

3min

12.

What's the Difference Between Twitter and Facebook?

2min

13.

Is There Any Other Tools the Administration Could Use to Block This?

2min

14.

Morgan Stanley Isn't Going to Fund a Space X IPO

2min

15.

The Banks Are Ready to Fund This Deal

3min

16.

Elon's Not Exactly as Like It for Elon

2min

17.

Is Elon Twitter Going to Cut 75% of Twitter's Headcount?

3min

18.

Do You Wanna Talk About Twitter?

5min

19.

Do You Think This Deal Is Going to Go Through?

4min

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