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

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_8sPzlIuELTNwdQChapters0:00 Intro2:30 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 review13:30 What would a security review look like?21:40 The politics behind a TWTR security review29:25 Potential repercussions from a TWTR security block35:55 Last chance for financing and insolvency outs!41:45 How big will the cost cuts at TWTR be?45:50 Discussing Spectrum Brands