Yet Another Value Podcast

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

Jun 23, 2022

57:50

Creator website

Highlights

AI Chapters

Episode notes

You Can't Nuk Your Own Finance

02:59

Private Equity Firms, if Things Get Rocky, They Will Walk Away, Right?

05:41

The Reputation Does Matter, Right?

02:03

Introduction

4min

What's Happening in the Markets?

5min

The Private Equity Firms Are Starting to Recut Deals That Are Already Signed

5min

What's the Difference Between a Price Cut and a Recut?

3min

Private Equity Firms, if Things Get Rocky, They Will Walk Away, Right?

6min

The Private Equity Firms, Reputation Versus Banks?

3min

The Reputation Does Matter, Right?

2min

You Can't Nuk Your Own Finance

3min

What Are You Seeing in the Energy Market Right Now?

3min

10.

The Ham Family Is a Company That's Offering to Go Private

5min

11.

Energy Companies

2min

12.

Twitter, Elon Musk, and Everything Going on There These Days?

5min

13.

Is There a Price Cut?

2min

14.

I'm Overpaying for Twitter at These Prices

3min

15.

Is Billielon in Breach of the Contract Every Single Day?

2min

16.

The Big Dry Whole in Town?

2min

17.

The Year's Flailing Round to Making Sense

3min

18.

How to Avoid a Blow Up on a Longside Position

3min

Chris DeMuth returns to the podcast to discuss the state of the markets in June 2022.

Chris's May 2022 state of the markets episode: https://twitter.com/AndrewRangeley/st...
Chris's golden age of arb posts: https://seekingalpha.com/article/4519...

Chapters
0:00 Intro
1:50 What's on Chris's mind
3:35 Wide spreads and CTXS
8:15 PLAN's recut
16:15 Do investors over or underestimate how much PE firms care about their reputation?
22:45 How strong are bank financing agreements in rocky markets?
26:40 Other golden age of arb candidates
29:15 State of the energy market
32:00 CLR's take private bid
39:05 Updated TWTR thoughts
50:40 Closing thoughts and crypto markets