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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Chris DeMuth's State of the Markets June 2023

Yet Another Value Podcast