The Compound and Friends cover image

People Hate Inflation, but Unemployment Is Worse

The Compound and Friends

00:00

Disney Is Getting Persecuted by Wall Street

Disney is also getting punished by Wall Street because linear TV is in secular decline. Dan Loeb wants them to sell ESPN or at least originally he did. It's going to take a really long time for people to gain confidence that the ship is turned.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app