Chris DeMuth’s State of the Markets June 2023

It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2023 edition, Chris provides the latest news on the Activision / Microsoft antitrust case + his thoughts on the case.

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

Chapters:

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

[1:36] Update on Activision / Microsoft deal and antitrust case

[14:00] When is it time for the FTC need to engage in damage control?

[21:42] Activision / Microsoft trial and the speed of its conclusion and ruling

[26:05] Gaming potential outcomes if Activision / Microsoft deal hits walk date

[32:55] The odds are that the judge rules in Microsoft's favor here?

[41:15] One sentence on Uranium

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