Yet Another Value Podcast

Chris DeMuth's State of the Markets March 2024


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It's time to welcome back Chris DeMuth for his monthly state of the markets. For this March 2024 edition, Chris shares his thoughts on meme stocks being back in vogue, $DJT, is speculation back in the market right now, small caps due for some revenge, crypto, bitcoin halving and SBF sentencing.

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

Chapters:

[0:00] Introduction + Episode sponsor: Santangel's Review

[2:14] Chris' high level thoughts as we conclude March 2024

[3:35] Meme stocks back in vogue / $DJT

[7:31] Deeper dive on $DJT / monetizing celebrity

[14:54] Is speculation back?

[18:09] Small caps due for some revenge?

[23:40] Crypto, bitcoin halving, performance since launch of ETFs

[32:06] SBF sentencing

Today's episode is sponsored by: Santangel's Review

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The secret sauce: Santangel’s spotlights undiscovered talent. Managers you don't necessarily see at other industry conferences.

Attendees take part in eight one-on-one meetings, intermixed with ample networking opportunities. In an industry built on relationships, Santangel's fosters some of the most valuable connections.

Just go to Santangels.com— S-A-N-T-A-N-G-E-L-S dot com to learn more and request an invitation.

If you’re a manager or allocator who is serious about maximizing your time, you'll want to be a part of the Santangel's Roundtable. Click here: https://santangelsreview.com/

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Yet Another Value PodcastBy Andrew Walker

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