Chris DeMuth's State of the Markets August 2024

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2024 edition, Chris shares his thoughts on: election implications, anti-trust cases, Albertsons / Kroger's case, Robinhood credit card, and high-end credit cards launching travel lounges.

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[1:26] Chris' thoughts on markets overall for August 2024: small cap value outperformance, election risk

[3:40] Market start pricing in Trump victory, before Biden dropped out / election risk, implications

[9:51] Overview on Anti-trust cases: Albertsons / Kroger's and Capri / Tapestry

[17:45] Albertsons / Kroger's cont'd

[27:58] Costco

[32:55] Robinhood credit card

[44:06] High-end credit cards launching travel lounges

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