Chris DeMuth returns to the podcast to discuss the state of the markets in May 2022.
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.
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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.