Chris DeMuth's State of the Markets February 2024

Yet Another Value Podcast

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this February 2024 edition, Chris shares his thoughts on New ETF $BOXX, Bitcoin and crypto in general, are we in a $BTC mania and Anti-trust outlook - election proxy (using Capital One / Discover as an example).

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

Chapters:

[0:00] Introduction + Episode sponsor: Tegus

[2:09] Thoughts on New ETF $BOXX

[18:55] Bitcoin and upcoming "halving" / current thoughts on crypto in general

[30:44] Are we in a $BTC mania?

[33:15] Anti-trust outlook - election proxy? Using Capital One buying Discover as an example

[43:11] Final thoughts

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