Chris DeMuth's State of the Markets February 2023

1

Introduction

00:00 • 2min

2

Investing Advice Podcast - February 2023, the Shortest Month of the Year

01:33 • 5min

3

Do You Have Any Disagreements With Standard General?

06:44 • 2min

4

The FCC and the FCC - Is This a Good Deal or Not?

08:34 • 3min

5

The FCC Kills Deals

11:07 • 2min

6

The FCC Blocking of Private Equity

13:05 • 2min

7

The FCC Can't Block This Unit Out Unilaterally

15:09 • 2min

8

Do You Think the FCC Blocks a Deal?

16:39 • 3min

9

Is 10 Percent a Reasonable Odds of a Bankrupt Equity Deal?

19:33 • 2min

10

Do You Really Want the FCC to Fight for Mergers Premiums?

21:03 • 5min

11

What Do You Think About Microsoft Activision?

26:10 • 3min

12

Is Activision the Best Executing Video Game Company Out There?

29:12 • 5min

13

Do You Think the U.S. Government Is Trying to Kill the Antitrust Review?

34:19 • 2min

14

Is There a Give That Microsoft Really Can't Offer?

35:56 • 2min

15

The Governments Are Asking or Complaining About a Microsoft Video Game System

37:54 • 4min

16

A M C Eight Vote Is Going to Happen on March 14th Uh We'll See if It Matters or Not

41:26 • 4min

17

Is the Special Meeting a Good Idea or a Bad Idea?

45:04 • 2min

18

AMC and the Bankruptcy Litigation - Is AMC So Desperate for Financing Right Now That They Can't Issue Preferential Chairs?

47:12 • 2min

19

The Key to Common Stock Ownership

48:47 • 5min

20

You Can Sports Wash Your Reputation by Owning Sports Franchises

53:19 • 4min

21

Is the Glazers Really Thinking About Buying Manu Stadium?

57:41 • 3min