Chris DeMuth's State of the Markets May 2023

Yet Another Value Podcast

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this May 2023 edition, Chris shares his thoughts on the government suing to block the Horizon Therapeutics sale to Amgen, government's history of antitrust cases, Amazon / iRobot deal, evaluating judges in antitrust cases, banking sector and more!

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Chapters:

[0:00] Introduction + Episode sponsor: Stream by Alphasense

[1:58] What's on Chris' mind for May 2023 starting with government suing to block the Horizon Therapeutics sale to Amgen and government history of antitrust cases

[9:22] Amazon / iRobot deal

[13:23] What is the government arguing in the Amgen / Horizon case

[16:39] Evaluating antitrust cases, judges in particular + Amgen / Horizon case cont'd

[29:09] Banking sector: update on regional banks and how Chris thinks about the space right now

[39:15] Closing thoughts

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