Chris DeMuth's State of the Markets November 2022
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About this episode
Chris DeMuth joins the podcast to provide his state of the markets for November 2022, including what's happened with TWTR since the deal closed, FTX's implosion, and a quick run down of a few other merger arb situations.
Chapters
- 0:00 Intro
- 2:50 What's going on with TWTR since the deal?
- 13:50 FTX's implosion
- 35:30 Chris's current thoughts on crypto
- 41:15 Walking through some merger situations
Get every episode summarized
Each time Yet Another Value Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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