Michael Morris

Guggenheim Partners analyst who provides analysis on Disney's quarterly results and the outlook for streaming and experiences.

Best podcasts with Michael Morris

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Nov 13, 2025 • 43min

SOTS 2nd Hour: The Inflation Debate, Malone On The Record, & The Private Market Push 11/13/25

Anastasia Amorosa, Chief Investment Strategist at Partners Group, analyzes market trends and predicts a year-end rally, while discussing the impact of labor market shifts and AI layoffs. Ben Miller, CEO of Fundrise, shares insights on democratizing private investing and the strong performance of their venture fund. Michael Morris from Guggenheim provides a critical look at Disney's mixed quarterly results and its streaming strategy, debating the future of the media giant amidst market pressures.

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