The Broadening Market Rally, AI ETFs vs. Stocks, and the Disney Dilemma 7/12/23
The Exchange
00:00
The Importance of Threads
Barton Crockett: Disney has tremendous non-parallel kind of assets. But the earnings trajectory right now is not great and it needs to improve. Sports rights are really, I think, going to over time flow towards the scale players in tech,. He says that might be the better future for Disney's theme park business. David Faber: If they don't have success, it will be fascinating quickly before we go.
Play episode from 43:01
Transcript
