Business:Investing
Chris DeMuth's State of the Markets September 2022
2022-09-28
Chris DeMuth joins the podcast to discuss the state of the markets in September 2022 and what’s catching his eye in event driven land, including an aggressive anti-trust regime and the potential for a bump at Swedish Match.
Chapters
0:00 Intro
1:50 What's on Chris's Mind
3:10 What's happening in Antitrust
8:25 Does UNH's win in CHNG change the environment
10:45 Does European regulation impact the antitrust environment?
15:55 The ATVI / MSFT deal
23:30 Is it ok for regulators to be this "outgunned"?
27:00 How do the November elections impact the antitrust outlook?
30:00 Quick TGNA discussion
31:45 Swedish Match
35:55 Is SWMA really undervalued?
40:20 Would there be alternative buyers for SWMA?
41:20 How FX impacts SWMA
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