Financial expert, Bill Barker, joins Ricky Mulvey to discuss why British chip designer Arm is going public, as well as the recent peace between Disney and Charter Communications. They also share tips for analyzing company prospectus documents and discuss incorporating social security and pensions into a financial plan.
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Quick takeaways
The recent negotiations and deal settlement between Disney and Charter highlight Disney's weak position and the importance of football in speeding up the settlement.
The highly anticipated ARM IPO presents opportunities for asset allocation, but investors should consider the risks associated with China's interference and management compensation.
Deep dives
Negotiation and Deal Settling Between Disney and Charter
The podcast discusses the recent negotiations and deal settlement between Disney and Charter. Charter has decided to move forward with ESPN and other Disney products, while Disney received carriage rights fees and benefits from Charter. The speaker argues that there is no need to pick a winner in the negotiation and highlights Disney's weak position and the importance of football in speeding up the settlement.
The ARM IPO and Asset Allocation
The highly anticipated ARM IPO is discussed, with the British chip and software design company going public. The IPO is oversubscribed, and the speaker suggests considering the value of the IPO for establishing asset allocation. The speaker also brings attention to the risks associated with China's interference and the importance of looking at management compensation related to IPOs.
Asset Location and Retirement Planning
The podcast provides advice on asset location for different types of investments. It suggests considering tax consequences and expected returns when deciding which investments to hold in different accounts. The speaker emphasizes the importance of diversification and gradually increasing exposure to bonds as retirement approaches, while cautioning against relying solely on high-yield bonds for portfolio growth.
Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How investors can break down a company’s prospectus.
(15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation.
Companies discussed: CHTR, DIS, ARM
Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl