Lutz Muller, Author at Seeking Alpha, discusses analysts' reason for Disney buying assets of 21st Century Fox versus what he believes to be the real reason behind the decision.
Lutz discusses the structural problems in Disney's TV, cinema, and licensing income. He also says issues with theater attendance and cable subscriptions are the biggest reasons for Disney making the deal.
We dig into Disney's control of Hulu with its purchase of Fox assets and what that means for streaming competitors like Netflix and Amazon.
Kory Kantenga, Head of Economics Americas at LinkedIn, unpacks Friday’s jobs numbers, labor force trends, and signals of a potential economic deal with China.
Bret Kenwell, US Investment Analyst at eToro, joins us to break down tech earnings, what’s driving tech stock momentum, and what investors should watch next.
Citigroup’s Global Chief Economist, Nathan Sheets, breaks down the Fed’s decision to hold rates, Trump’s reaction, and the likelihood of a cut this fall.
Tony Edward discusses Ethereum’s rise, governance of corporate crypto treasuries, the newly signed GENIUS Act, and the pending CLARITY Market Structure Act.
The Ether Machine, led by CEO David Merin, announces a $1.5B SPAC IPO. The firm holds 400K ETH, making it the largest Ethereum treasury holder globally.
