It's time to welcome back Chris DeMuth for his monthly state of the markets. For this March 2024 edition, Chris shares his thoughts on meme stocks being back in vogue, $DJT, is speculation back in the market right now, small caps due for some revenge, crypto, bitcoin halving and SBF sentencing.
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Santangel's Review
[2:14] Chris' high level thoughts as we conclude March 2024
[3:35] Meme stocks back in vogue / $DJT
[7:31] Deeper dive on $DJT / monetizing celebrity
[14:54] Is speculation back?
[18:09] Small caps due for some revenge?
[23:40] Crypto, bitcoin halving, performance since launch of ETFs
[32:06] SBF sentencing
Today's episode is sponsored by: Santangel's Review
Finding the right hedge fund cap intro event isn't just about the size; it’s about the value it brings to your time. This month's sponsor, Santangel's Review, offers something unique for fund managers and allocators.
Founded in 2010, Santangel’s hosts three Cap Intro Roundtables each year - two in New York City and one at Fenway Park in Boston. These events stand out for their focus on quality over quantity, attracting some of the most prestigious endowments, foundations, and family offices worldwide.
The secret sauce: Santangel’s spotlights undiscovered talent. Managers you don't necessarily see at other industry conferences.
Attendees take part in eight one-on-one meetings, intermixed with ample networking opportunities. In an industry built on relationships, Santangel's fosters some of the most valuable connections.
Just go to Santangels.com— S-A-N-T-A-N-G-E-L-S dot com to learn more and request an invitation.
If you’re a manager or allocator who is serious about maximizing your time, you'll want to be a part of the Santangel's Roundtable. Click here: https://santangelsreview.com/
Yet Another Value Podcast