Chris DeMuth's State of the Markets June 2024

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: www.rangeleycapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Fundamental Edge
[1:51] What's on Chris' mind for June 2024: election and election trades
[3:24] $LQDA
[12:07] The Russell Rebalance arbitrage
[18:58] Russell Rebalance cont'd: Burford $BUR / Security National $SNFCA
[24:20] Thoughts on Presidential Debate, election and implications for investing
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Andrew- Luke Gromen has some ideas about liquidity and why things may be different for Fanny/ Freddie this time around