Yet Another Value Podcast

Chris DeMuth's State of the Markets February 2024


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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.

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Yet Another Value PodcastBy Andrew Walker

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