Investing in the Best of Class

The 2/10 yield curve is the most-inverted it’s been in 40 years, but the jobs market is incredibly strong…we dig into what the data disconnect means for the markets. Disney reveling its restructuring plan in its earnings release, prompting activist Nelson Peltz to declare “the proxy fight is over.” David Faber interviewed Disney CEO Bob Iger about those plans and joins us to discuss the future of the media giant. Plus, lithium gets most of the attention when it comes to EV batteries, but don’t sleep on the so-called MIFTs; they could be poised for a breakout. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.