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Markets Turn from Economy to Earnings, and Is Nelson Peltz Right About Disney? 1/12/23

CNBC's "Fast Money"

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Peltz's Arguments Aren't Wrong

Matt Bellany of Puck: Iger was welcomed back as the savior of the company after Bob Chepek debacle. He's got to figure out how to deal with Nelson Peltz, who he says is not a long term media investor. Bellany: What does Disney have to lose if anything by saying, you know what? We want to cost cut. And so you knowwhat? Have a seat on the board.

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