Chris DeMuth's State of the Markets June 2024

Yet Another Value Podcast

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, Presidential Debate and implications for investing.

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

Chapters:

[0:00] Introduction + Episode sponsor: Fundamental Edge

[1:51] What's on Chris' mind for June 2024: election and election trades

[3:24] $LQDA

[12:07] The Russell Rebalance arbitrage

[18:58] Russell Rebalance cont'd: Burford $BUR / Security National $SNFCA

[24:20] Thoughts on Presidential Debate, election and implications for investing

Today's episode is sponsored by: Fundamental Edge

One of a kind, world-class training created for your team, your culture, your way.

Fundamental Edge was founded with a mission to train the next generation of investors and a vision to create a platform that serves the learning and development needs of investment professionals throughout their careers. Through structured lessons and proven frameworks, Fundamental Edge aims to condense years of “learning via osmosis” into a masterclass for the equity research process.

Funds looking to strengthen their internal training programs can visit fundamentedge.com/corporate-training to learn more.