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	Podcast:		Yet Another Value Podcast
	Episode:		Chris DeMuth's State of the Markets June 2022 (podcast #114)
	Category:		Business
	Duration:		00:57:50
	Publish Date:		2022-06-23 19:00:00
	Description:		Chris DeMuth returns to the podcast to discuss the state of the markets in June 2022. Chris's May 2022 state of the markets episode: https://twitter.com/AndrewRangeley/st... Chris's golden age of arb posts: https://seekingalpha.com/article/4519... Chapters 0:00 Intro 1:50 What's on Chris's mind 3:35 Wide spreads and CTXS 8:15 PLAN's recut 16:15 Do investors over or underestimate how much PE firms care about their reputation? 22:45 How strong are bank financing agreements in rocky markets? 26:40 Other golden age of arb candidates 29:15 State of the energy market 32:00 CLR's take private bid 39:05 Updated TWTR thoughts 50:40 Closing thoughts and crypto markets
	Total Play:		0