Chris DeMuth's State of the Markets January 2023

Chris DeMuth joins the podcast to discuss the state of the markets in January 2023 and discuss what's on his mind, including updates on AVTI, the meme stocks roaring back, and why energy stocks seem poised to continue to perform well.

Chapters

• 0:00 Intro
• 2:15 What's on Chris's mind
• 5:20 Quick hits on ATVI, SPB, and SJR
• 15:00 More on ATVI
• 24:30 Meme stocks are back!
• 30:00 Continued discussion on AMC / APE
• 37:00 Shareholder discounts and WE's discounted desks
• 39:30 Energy stock performance versus energy prices over the past year
• 44:20 Why the world seems structurally short every commodity