Bill Nygren, a long-time value investor and portfolio manager at Oakmark Funds, discusses the current market landscape, highlighting his views on Warner Bros. Discovery and financial sector opportunities. Retail expert Jan Kniffen shares insights on holiday shopping trends, emphasizing consumer behavior, inventory challenges, and promotional strategies. Together, they explore hopes for a Santa Claus rally, while Nygren also touches on appealing investments in energy and banks as the market approaches the year's end.
