

ETFs, Disney, and CRE
Nov 9, 2023
David Bahnsen, Michael Nathanson, Francis Oh, and Young Choi discuss markets, stock picks, Hollywood strikes, Disney earnings, AI ETFs, and outlook for artificial intelligence. Igal Namdar shares his strategy buying struggling malls, legal battles, and outlook for real estate and the CRE sector.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 1min
Dividend Paying Stocks and the Impact of Rising Interest Rates
01:30 • 2min
Dividend Growth Managers and Preventing Dividend Cuts
03:22 • 6min
Newport Beach and New York: Work Ethic and Investing
09:29 • 3min
Disney's Financial Report and Transition to Streaming
12:09 • 15min
Podcast Performance, 'The Restless Ones' Podcast, and JP Morgan Wealth Management Ad
27:14 • 2min
Investment Strategy in the Office Real Estate Market
28:58 • 8min
Mall Business Strategy and Upcoming Interview
36:42 • 2min