Sitting down with Chris DeMuth Jr. is always a privilege. As the founder of Rangeley Capital and a seasoned investor who “sifts the world” for asymmetric opportunities, DeMuth is one of the sharpest people I’ve met in my 15 years in markets.
Over the course of our discussion, we tackled everything from hyperinflation fears to geopolitical investing opportunities, the speculative mania gripping retail investors, and the potential for a historic market correction.
In this interview, we discussed:
Market crash: up or down
America’s exceptionalism and valuations
Germany’s energy and demographic decline
Javier Milei’s Argentina investment potential
Global investment ideas
Bank M&A and regulatory reform
COVID-era gambling and leverage
Red flags: cash, margins, insiders
Is the Market Set to Crash?
I decided to start with the question on every investor's mind: “Is the market going to crash up or crash down?”
