Show notes
It's time to welcome back Chris DeMuth for his monthly state of the markets. For this June 2024 edition, Chris shares his thoughts on: election and election trades, $LQDA, Russell Rebalance arbitrage, Burford $BUR / Security National $SNFCA, Presidential Debate and implications for investing. For more information about Rangeley Capital, please visit: http://www.rangeleycapital.com/Chapters:[[[[[[Today's episode is sponsored by: Fundamental EdgeOne of a kind, world-class training created for your team, your culture, your way.Fundamental Edge was founded with a mission to train the next generation of investors and a vision to create a platform that serves the learning and development needs of investment professionals throughout their careers.Through structured lessons and proven frameworks, Fundamental Edge aims to condense years of “learning via osmosis” into a masterclass for the equity research process.Funds looking to strengthen their internal training programs can visit fundamentedge.com/corporate-training to learn more.

