01.30.2023 - By Andrew Walker
Chris DeMuth joins the podcast to discuss the state of the markets in January 2023 and discuss what's on his mind, including updates on AVTI, the meme stocks roaring back, and why energy stocks seem poised to continue to perform well.
Chapters
0:00 Intro
2:15 What's on Chris's mind
5:20 Quick hits on ATVI, SPB, and SJR
15:00 More on ATVI
24:30 Meme stocks are back!
30:00 Continued discussion on AMC / APE
37:00 Shareholder discounts and WE's discounted desks
39:30 Energy stock performance versus energy prices over the past year
44:20 Why the world seems structurally short every commodity