Chris DeMuth's State of the Markets September 2022
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About this episode
Chris DeMuth joins the podcast to discuss the state of the markets in September 2022 and what’s catching his eye in event driven land, including an aggressive anti-trust regime and the potential for a bump at Swedish Match.
Chapters
0:00 Intro
1:50 What's on Chris's Mind
3:10 What's happening in Antitrust
8:25 Does UNH's win in CHNG change the environment
10:45 Does European regulation impact the antitrust environment?
15:55 The ATVI / MSFT deal
23:30 Is it ok for regulators to be this "outgunned"?
27:00 How do the November elections impact the antitrust outlook?
30:00 Quick TGNA discussion
31:45 Swedish Match
35:55 Is SWMA really undervalued?
40:20 Would there be alternative buyers for SWMA?
41:20 How FX impacts SWMA
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