Chris DeMuth's State of the Markets August 2024

Yet Another Value Podcast

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this August 2024 edition, Chris shares his thoughts on: election implications, anti-trust cases, Albertsons / Kroger's case, Robinhood credit card, and high-end credit cards launching travel lounges.

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[1:26] Chris' thoughts on markets overall for August 2024: small cap value outperformance, election risk

[3:40] Market start pricing in Trump victory, before Biden dropped out / election risk, implications

[9:51] Overview on Anti-trust cases: Albertsons / Kroger's and Capri / Tapestry

[17:45] Albertsons / Kroger's cont'd

[27:58] Costco

[32:55] Robinhood credit card

[44:06] High-end credit cards launching travel lounges

Today's sponsor: Daloopa

Hey there, fundamental analysts - Are you tired of the endless grind of updating financial models, scrubbing documents, and hard coding? Let’s talk about something that could transform your workflow—Daloopa.

Daloopa delivers perfect historicals for thousands of public companies. That means every KPI, operating data, financial metric, adjustment, and guidance—all at your fingertips. And here’s the best part: Daloopa updates your models in near real-time, which is especially important during earnings season, tailored to your modeling format and style.

Imagine never having to update your models again. With Daloopa, you can reclaim your time and focus on what really matters—analysis and research.

Want to learn more? Create a FREE account at Daloopa.com/YAV