Chris DeMuth's State of the Markets October 2023

from Yet Another Value Podcast · host Andrew Walker

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this October 2023 edition, Chris provides his take on problems and opportunities in biotech, tax loss selling, closed-end funds, big spread arbitrage, Albertson's / Kroger merger case and predictions for upcoming Liberty Day. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Stream by Alphasense [1:22] What is on Chris' mind this month: merger arb, closed-end fund, failed biotech, Liberty Day [3:42] How Chris is thinking about biotech companies right now [6:24] Problems in biotech, but is there opportunities? [10:36] Closed-end funds [14:04] Big spread arbitrage [22:10] Albertson's / Kroger merger case [33:15] Predictions for Liberty Day Today's episode is sponsored by: Alphasense This episode is brought to you by AlphaSense, the AI platform behind the world's biggest investment decisions. The right financial intelligence platform can make or break your quarter. AlphaSense is the #1 rated financial research solution by G2. With AI search technology and a library of premium content, you can stay ahead of key macroeconomic trends and accelerate your investment research efforts. AI capabilities, like Smart Synonyms and Sentiment Analysis, provide even deeper industry and company analysis. AlphaSense gives you the tools you need to provide better analysis for you and your clients. As a Yet Another Value Podcast listener, visit alpha-sense.com/fs today to beat FOMO and move faster than the market.

Episode metadata supplied by the publisher feed · Published Oct 24, 2023

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Chris DeMuth's State of the Markets October 2023

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