Chris DeMuth returns to the podcast for a new monthly segment talking about the current state of the markets

My note on event driven situations; https://yetanothervalueblog.substack.com/p/weekend-thoughts-the-rich-set-of?s=w
My note on energy companies: https://yetanothervalueblog.substack.com/p/when-are-the-activists-and-pe-funds?s=w

Chapters
0:00 Intro
1:55 Chris's state of the markets
11:05 KSS
16:40 The regulatory environment and its impact on deals
22:15 ATVI / MSFT
28:50 TWTR and Elon Musk
39:00 Commodity / energy stocks disconnect from strip pricing