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Chris DeMuth

Financial expert providing monthly insights on the state of the markets.

Top 10 podcasts with Chris DeMuth

Ranked by the Snipd community
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May 5, 2024 • 50min

Chris DeMuth's State of the Markets April 2024

Financial expert Chris DeMuth discusses market trends, anti-trust issues, Capri-Tapestry case, and frequency of blocked mergers. Insightful analysis on the state of the markets and challenges facing companies in today's economic landscape.
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Jan 2, 2024 • 44min

Chris DeMuth's State of the Markets December 2023

In this episode, Chris DeMuth, an expert in the markets, discusses merger arb, $ROIV, $IMVT, and thoughts on $SAVE. He also shares his views on 2024 and lessons learned from 2023. The conversation covers topics such as litigation, secondary offerings, government cases against industries, LNG contracts, and the lack of skill in corporate transactions.
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Aug 30, 2024 • 49min

Chris DeMuth's State of the Markets August 2024

Chris DeMuth returns to share his financial insights, focusing on the August 2024 market dynamics. He discusses the election's impact on stock prices, particularly how market shifts are pricing in a potential Trump victory. DeMuth dives into significant antitrust cases like the Albertsons/Kroger merger and examines the competitive landscape in the grocery sector. The conversation also highlights emerging financial trends, including Robinhood's credit card and high-end rewards programs, revealing how these changes transform consumer finance.
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Aug 5, 2024 • 40min

Chris DeMuth's State of the Markets July 2024

Chris DeMuth, a market analysis expert from Rangeley Capital, joins for insightful discussions on the current market landscape. He dives into special situations like RCM and WOW, analyzing their dynamics and potential futures. Chris also examines recent activity in the banking sector, emphasizing the role of activist investors and competitive bidding strategies. His thoughts on valuations amid merger trends reveal how market behavior shapes investment decisions. Expect practical insights that could impact your approach to investing!
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Jul 3, 2024 • 34min

Chris DeMuth's State of the Markets June 2024

Financial expert Chris DeMuth discusses market trends and investment opportunities in June 2024, covering election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, and Presidential Debate impact on investing.
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Jun 3, 2024 • 45min

Chris DeMuth's State of the Markets May 2024

Financial analyst Chris DeMuth discusses the Tapestry/Capri merger, Enhabit $EHAB, ECIP banks, and $INBX deal. The podcast also features insights on Santangel's Review cap intro events, unique talent spotlighting, and the nuances of uncertain regulatory impacts on M&A deals.
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Apr 2, 2024 • 41min

Chris DeMuth's State of the Markets March 2024

Financial expert Chris DeMuth talks about meme stocks, $DJT, speculation in the market, small caps, crypto, bitcoin halving, and SBF sentencing in this insightful podcast. The episode also discusses Santangel's Review sponsorship and highlights unique Cap Intro Roundtables for fund managers and allocators.
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Mar 5, 2024 • 47min

Chris DeMuth's State of the Markets February 2024

In this podcast, Chris DeMuth discusses New ETF $BOXX, Bitcoin mania, and anti-trust outlook using Capital One / Discover as an example. He shares insights on market trends, tax advantages, and Bitcoin's evolution. The episode also explores risks in financial markets, Capital One's data-driven approach, and regulatory challenges in various industries.
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Feb 1, 2024 • 35min

Chris DeMuth's State of the Markets January 2024

Financial expert Chris DeMuth discusses anti-trust, Spirit decision, US Steel - Nippon, banks, and $LQDA. He critiques recent legal decisions related to markets, explores the failed Amazon and iRobot deal, and discusses the political implications of US deal mergers. The podcast also includes humorous incidents, flight delays, and explores the interest in credit union deals.
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Jan 4, 2024 • 21min

Investing In cannabis? Stay patient, be ready

Chris DeMuth likes the opportunity in cannabis, Julian Lin talks about M&A and disappointment, Alan Brochstein waits for catalysts, Jesse Redmond discusses the best way to invest, Emily Paxhia focuses on SG&A containment and using the right metrics