Chris DeMuth returns to the podcast to discuss the state of the markets in May 2022. Please follow the podcast on Spotify, iTunes, or most other podcast players, as well as on YouTube if you prefer video! And please be sure to rate / review the podcast if you enjoy it, or share it with someone else who would enjoy it (more listeners is a critical part of the flywheel that keeps this Substack and podcast going!).
No mention of BNCC or MX?! I thought BNCC was CDMs' largest position, at least earlier this year. And of course MX seems like it's in play very recently. Solid pod as usual but I was really hoping to hear about Chris's specific recos.
No mention of BNCC or MX?! I thought BNCC was CDMs' largest position, at least earlier this year. And of course MX seems like it's in play very recently. Solid pod as usual but I was really hoping to hear about Chris's specific recos.