Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Chris DeMuth's State of the Markets February 2024

Chris DeMuth's State of the Markets February 2024

FromYet Another Value Podcast


Chris DeMuth's State of the Markets February 2024

FromYet Another Value Podcast

ratings:
Length:
47 minutes
Released:
Mar 5, 2024
Format:
Podcast episode

Description

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this February 2024 edition, Chris shares his thoughts on New ETF $BOXX, Bitcoin and crypto in general, are we in a $BTC mania and Anti-trust outlook - election proxy (using Capital One / Discover as an example).
For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Tegus
[2:09] Thoughts on New ETF $BOXX
[18:55] Bitcoin and upcoming "halving" / current thoughts on crypto in general
[30:44] Are we in a $BTC mania?
[33:15] Anti-trust outlook - election proxy? Using Capital One buying Discover as an example
[43:11] Final thoughts
Today's episode is sponsored by: Tegus
This episode is brought to you by Tegus, the future of investment research.
From the beginning, Tegus has been committed to creating efficiencies in the research process by making it easy to access the content that investors need to get to differentiated insights.
Today, they’re taking it one step further by bundling qualitative content, quantitative data, and better automation and technology together in the same platform. Instead of piecing together data from fragmented sources, just log in to Tegus to get expert research, company- and industry-specific metrics and KPIs, SEC filings, and more, all under the same license cost.
You can even take your work offline with an Excel Add-in that updates almost any model with the latest financial data — keeping all your custom formatting intact.
Tegus is the fastest way to learn about a public or private company and the only platform you’ll need for fundamental research.
To try it free today, visit Tegus.com/value
Released:
Mar 5, 2024
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