Daniel Payne
Chief Investment Officer at Slate Stone Wealth who offers investor-focused perspectives on Disney, parks, and macro catalysts for consumer spending.
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Feb 2, 2026 • 43min
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo
Daniel Payne, Chief Investment Officer at Slate Stone Wealth, offers investor-focused takes on Disney and consumer macro trends. He discusses Disney’s parks strength and streaming profitability. The conversation also covers Oracle’s massive bond and equity raise to fund cloud capacity and talks about Elon Musk’s reported plans to combine SpaceX with xAI.
