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Slowdown Low-down, XPO’s Big Beat, Scary Consumer? 10/30/23

The Exchange

00:00

China's Impact on Apple's Sales and The Future of Disney

Discussion of the decline in Apple's sales due to China's demand for the iPhone 15 and China's restriction on the use of Apple devices in government buildings. Also touches on support for Nelson Peltz's campaign and criticism of Disney's focus on theme parks instead of core content business.

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