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Chris DeMuth's State of the Markets January 2023

Chris DeMuth's State of the Markets January 2023

FromYet Another Value Podcast


Chris DeMuth's State of the Markets January 2023

FromYet Another Value Podcast

ratings:
Length:
52 minutes
Released:
Jan 30, 2023
Format:
Podcast episode

Description

Chris DeMuth joins the podcast to discuss the state of the markets in January 2023 and discuss what's on his mind, including updates on AVTI, the meme stocks roaring back, and why energy stocks seem poised to continue to perform well. 
Chapters 

0:00 Intro 
2:15 What's on Chris's mind 
5:20 Quick hits on ATVI, SPB, and SJR 
15:00 More on ATVI 
24:30 Meme stocks are back! 
30:00 Continued discussion on AMC / APE 
37:00 Shareholder discounts and WE's discounted desks 
39:30 Energy stock performance versus energy prices over the past year 
44:20 Why the world seems structurally short every commodity
Released:
Jan 30, 2023
Format:
Podcast episode

Titles in the series (100)

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer