It's time to welcome back Chris DeMuth for his monthly state of the markets. For this January 2024 edition, Chris discusses anti-trust, Spirit decision, US Steel - Nippon, banks and $LQDA.

For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/

[0:00] Introduction + Episode sponsor: Alphasense

[1:53] Anti-trust + Spirit decision

[9:00] Judge's decision in Spirit case + how antitrust lawyers reacted before and after the decision

[15:45] Future of anti-trust and mergers

[21:32] US Steel - Nippon

[28:33] Banks

[30:32] $LQDA

Today's episode is sponsored by: Alphasense

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