57 min listen
Chris DeMuth's State of the Markets May 2023
Chris DeMuth's State of the Markets May 2023
ratings:
Length:
43 minutes
Released:
Jun 1, 2023
Format:
Podcast episode
Description
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2023 edition, Chris shares his thoughts on the government suing to block the Horizon Therapeutics sale to Amgen, government's history of antitrust cases, Amazon / iRobot deal, evaluating judges in antitrust cases, banking sector and more!
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:58] What's on Chris' mind for May 2023 starting with government suing to block the Horizon Therapeutics sale to Amgen and government history of antitrust cases
[9:22] Amazon / iRobot deal
[13:23] What is the government arguing in the Amgen / Horizon case
[16:39] Evaluating antitrust cases, judges in particular + Amgen / Horizon case cont'd
[29:09] Banking sector: update on regional banks and how Chris thinks about the space right now
[39:15] Closing thoughts
Today's episode is sponsored by: Stream by Alphasense
Are traditional expert calls in the investment world becoming obsolete? According to Stream, they are, and you can access primary research easily and efficiently through their platform. With Stream, you'll have the right insights at your fingertips to make the best investment decisions. They offer a vast library of over 26,000 expert transcripts, powered by AI search technology. Plus, they provide competitive rates on expert call services, and you can even have an experienced buy-side analyst conduct the calls for you.
But that's not all. Stream also provides the ability to engage with experts 1-on-1 and get your calls transcribed free-of-charge—all for 40% less than you would pay for 20 calls in a traditional expert network model. So, if you're looking to optimize your research process and increase ROI on investment research spend, Stream has the solution for you. Head over to their website at streamrg.com to learn more. Thanks for listening, and we'll catch you next time. For more information: https://www.streamrg.com/
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Stream by Alphasense
[1:58] What's on Chris' mind for May 2023 starting with government suing to block the Horizon Therapeutics sale to Amgen and government history of antitrust cases
[9:22] Amazon / iRobot deal
[13:23] What is the government arguing in the Amgen / Horizon case
[16:39] Evaluating antitrust cases, judges in particular + Amgen / Horizon case cont'd
[29:09] Banking sector: update on regional banks and how Chris thinks about the space right now
[39:15] Closing thoughts
Today's episode is sponsored by: Stream by Alphasense
Are traditional expert calls in the investment world becoming obsolete? According to Stream, they are, and you can access primary research easily and efficiently through their platform. With Stream, you'll have the right insights at your fingertips to make the best investment decisions. They offer a vast library of over 26,000 expert transcripts, powered by AI search technology. Plus, they provide competitive rates on expert call services, and you can even have an experienced buy-side analyst conduct the calls for you.
But that's not all. Stream also provides the ability to engage with experts 1-on-1 and get your calls transcribed free-of-charge—all for 40% less than you would pay for 20 calls in a traditional expert network model. So, if you're looking to optimize your research process and increase ROI on investment research spend, Stream has the solution for you. Head over to their website at streamrg.com to learn more. Thanks for listening, and we'll catch you next time. For more information: https://www.streamrg.com/
Released:
Jun 1, 2023
Format:
Podcast episode
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