Our anchors begin today’s show with Citi CEO Jane Fraser offering her outlook for rate hikes, inflation and consumer demand at the World Economic Forum’s annual meeting in Davos, Switzerland. Then, Requisite Capital Management Managing Partner Bryn Talkington shares her top tech mega-cap picks, and our Julia Boorstin reports on Disney firing back at activist investor Nelson Peltz. Next, Wells Fargo Chairman of Global Internet Investment Banking Bob Peck breaks down the current environment for M&A, and Splunk CEO Gary Steele weighs in on cybersecurity and the cloud. Later, Guggenheim Partners analyst John DiFucci joins after downgrading Microsoft to a sell rating. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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