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Investors consider moving out of stocks due to low yields elsewhere; Discussion on Disney's lost decade and plans to take full ownership of Hulu; Analysis of NYC's 'de facto ban' for Airbnb and its impact on housing; Breakdown of stocks to watch: Hershey and Masimo.
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Quick takeaways
- Investors are considering moving out of stocks and exploring alternative investment opportunities due to the rise in yields elsewhere.
- Disney is facing challenges with its media business, including contract disputes with Charter Spectrum and reported dysfunction between top management.
Deep dives
Investors take profits ahead of September
Investors are taking profits and heading to the beach in September, historically a weak month for the stock market. While the S&P 500 has seen significant gains this year, concerns about consumer spending, inflation, and China's economy are causing some investors to look for alternative investment opportunities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode