Podcast appearances and mentions of Nelson Peltz

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Een groep partners en medewerkers van de Britse private-equityfirma 3i is erg rijk geworden dankzij het succes van koopjesketen Action. De afgelopen twee jaar konden zij onderling bijna €1,4 mrd euro verdelen, zo blijkt uit de laaste jaarcijfers van 3i. Redacteur Jan Braaksma legt uit waarom de investering in Action een zeer lucratieve private-equitydeal is geworden. Lees: https://fd.nl/bedrijfsleven/1556114/kop-vervang-met-kop Een unaniem besluit van de raad van commissarissen bij Unilever leidde tot het gedwongen vertrek van CEO Hein Schumacher. Schumacher, die bekend stond om zijn geduldige benadering van innovatie en kostenbesparing, qua strategie geprezen door commissarissen maar niet voldoende volgens Nelson Peltz, ontmoette weerstand. Zijn zogenoemde 'evolutie' botste met de 'revolutie' die door de invloedrijke Peltz werd geprefereerd. Bedrijvenredacteur Edwin van der Schoot beschrijft de interne strijd die tot Schumachers pijnlijke aftocht leidde. Lees: De pijnlijke aftocht van Hein Schumacher bij Unilever Na ruim 50 jaar verzamelen heeft voormalig orchideeënkweker Joop Stolze een bijzondere collectie oldtimers opgebouwd. Maar deze week neemt de handelaar definitief afscheid van zijn klassieke auto’s. Stolze wil seniorenwoningen gaan bouwen op de plek waar nu zijn collectie staat. Zestig appartementen is het idee, die sernioren moeten huisvesten en zo de doorstroming op de woningmarkt moet stimuleren. Een initiatief dat meer moeite kost dan de autoverzamelaar had gehoopt, vertelt redacteur Martijn Pols. Lees: Handelaar Joop Stolze ruilt zijn oldtimers in voor seniorenwoningen Redactie: Floyd Bonder en Anna de Haas Presentatie: Anna de Haas See omnystudio.com/listener for privacy information.

Opsporing verzocht. Apple wordt aangevallen door iemand uit eigen land. Hij draagt vaak een rood petje, gebruikt een bronzer en heeft een lange stropdas. Je hoort het goed: president Trump heeft de aanval geopend op Apple.Hij is helemaal klaar met Tim Cook, laat 'ie weten. Die is productie van China naar India aan het verplaatsen. iPhones moeten voortaan in India gemaakt worden, om zo Trumps heffingen te ontlopen. Tot woede van Trump, die wil juist dat de telefoons in Amerika worden gemaakt.Apple zit door de ruzie in een onmogelijke positie. Of het blijft in China en betaalt zich scheel aan heffingen. Of Apple gaat voor India, maar dan heeft het ruzie met Trump. Gaat het naar de VS, dan heeft Apple ruzie met klanten. Want die moeten dan honderden dollars meer betalen... Deze aflevering proberen we Cook (en jou als Apple-belegger) op weg te helpen met dat vraagstuk. Praten we ook over Netflix. Dat heeft juist een luxeprobleem. Het gaat ten onder aan zijn eigen succes!Ook hebben we het over het vertrek van Hein Schumacher bij Unilever. Die ging (totaal onverwachts) ineens via de achterdeur weg. We weten nu de reden.Verder hebben we het over de cijfers van Alibaba, die belangrijker zijn dan ooit. Die van Walmart, belangrijker dan ooit. En we vertellen je welke autobouwer het gigantisch goed doet. Je hoort het goed: een autobouwer, die het in deze tijd goed doet.See omnystudio.com/listener for privacy information.

Opsporing verzocht. Apple wordt aangevallen door iemand uit eigen land. Hij draagt vaak een rood petje, gebruikt een bronzer en heeft een lange stropdas. Je hoort het goed: president Trump heeft de aanval geopend op Apple.Hij is helemaal klaar met Tim Cook, laat 'ie weten. Die is productie van China naar India aan het verplaatsen. iPhones moeten voortaan in India gemaakt worden, om zo Trumps heffingen te ontlopen. Tot woede van Trump, die wil juist dat de telefoons in Amerika worden gemaakt.Apple zit door de ruzie in een onmogelijke positie. Of het blijft in China en betaalt zich scheel aan heffingen. Of Apple gaat voor India, maar dan heeft het ruzie met Trump. Gaat het naar de VS, dan heeft Apple ruzie met klanten. Want die moeten dan honderden dollars meer betalen... Deze aflevering proberen we Cook (en jou als Apple-belegger) op weg te helpen met dat vraagstuk. Praten we ook over Netflix. Dat heeft juist een luxeprobleem. Het gaat ten onder aan zijn eigen succes!Ook hebben we het over het vertrek van Hein Schumacher bij Unilever. Die ging (totaal onverwachts) ineens via de achterdeur weg. We weten nu de reden.Verder hebben we het over de cijfers van Alibaba, die belangrijker zijn dan ooit. Die van Walmart, belangrijker dan ooit. En we vertellen je welke autobouwer het gigantisch goed doet. Je hoort het goed: een autobouwer, die het in deze tijd goed doet.See omnystudio.com/listener for privacy information.

IntroductionLIVE from a bottomless pit of CEO pay, it's a Business Pants Friday Show here at March 21st Studios, featuring AnalystHole Matt Moscardi. On today's weekly wrap up: Nelson Peltz hates woke ice cream, Self-hating Cybertrucks, and anti-ESG manbabies Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.Story of the Week (DR):‘Incompetent:' Jamie Dimon unloads on proxy advisor ISSJamie Dimon said Glass Lewis and Institutional Shareholder Services (ISS) should be “gone and dead and done with”, as he also launched an attack on those who pay for their services.In an interview with Semafor at Blackrock's retirement summit, Mr Dimon said: “Anyone who gives them money – shame on you.”Unilever hit ‘new levels of oppressiveness,' Ben & Jerry's claims as its CEO was sacked over social activismIce cream maker Ben & Jerry's has accused its parent company of firing its CEO David Stever over his support of the brand's progressive politics.On Tuesday, the Vermont-based brand filed an amended complaint in U.S. District Court for the Southern District of New York, alleging that Unilever “has repeatedly threatened Ben & Jerry's personnel, including CEO David Stever, should they fail to comply with Unilever's efforts to silence the Social Mission.”Ben & Jerry's said Unilever informed its board on March 3 that it was removing and replacing Ben & Jerry's CEO David Stever. Ben & Jerry's said that violated its merger agreement with Unilever, which states that any decisions regarding a CEO's removal must come after a consultation with an advisory committee from Ben & Jerry's board.“empowered to protect and defend Ben & Jerry's brand equity and integrity”White man David Stever, 4 women of color (one who is the chair), and two black men. In Vermont? Are they trolling us?!?! I guess it can be done. Unilever board member Nelson Peltz is still trying to find a white actor for Black PantherUnilever has not publicly disclosed a reason for Stever's firingThe ice cream company has a unique corporate structure that was meant to protect its activist mission, even after its 2000 sale to Unilever:Independent Board of Directors: Unlike most Unilever-owned brands, Ben & Jerry's has an independent board specifically tasked with preserving the company's social mission.Merger Agreement Protections: The 2000 acquisition agreement required consultation with the board for key leadership decisions, including hiring or firing the CEO.Social Mission Oversight: The board exists to prevent the dilution of the company's activist identity—something that appears to be under increasing pressure.Ben & Jerry's Founders Say They Stand Behind Ousted CEOBoeing Sued for Wrongful Death by Family of WhistleblowerBoeing pushed John Barnett, who was a quality manager at Boeing for nearly three decades, to his death by harassing and intimidating him after he raised safety concerns about the company's plant building the 787 Dreamliner in Charleston, South Carolina, a wrongful death lawsuit filed in federal court in the state alleges. His family claim in their suit that Boeing responded by carrying out a “campaign of harassment, abuse and intimidation intended to discourage, discredit and humiliate him until he would either give up or be discredited”.In the evening of March 8th last year, Barnett left the law offices of Boeing's outside counsel in Charleston after testifying for two days in the OSHA case. Barnett was giving his account of how Boeing violated its own policies and procedures, and FAA rules, during his seven years as a quality inspector at the North Charleston plant that assembles the 787 Dreamliner. He'd delayed a trip back to his home in Louisiana to finish his deposition the next day, a Saturday. Videos cited in the police report show Barnett leaving the hotel around 8:30 PM, and getting in his Clemson orange, Dodge truck. When Barnett failed to show by the 10 AM starting time for his final round of testimony, Turkewitz called the Holiday Inn to conduct a “welfare check.”Note: “America come together or die!!! Pray that the motherfk…ers who destroyed my life pay!!! I pray that Boeing pays!!! Bury me face down so that Boeing and their lying ass leaders can kiss my ass. I can't do this any longer!!! F-k Boeing!!!'Business has been neglected': Longtime Tesla investor demands Elon Musk resign as CEO MMElon Musk Says He Has No Idea What He Did to Make Everybody So Mad at Him"It's really come as quite a shock to me that there is this level of, really, hatred and violence from the left.""My companies make great products that people love and I've never physically hurt anyone.”“So why the hate and violence against me?”"I always thought that the left, you know, Democrats, were supposed to be the party of empathy, the party of caring, and yet they're burning down cars, they're firebombing dealerships, they're firing bullets into dealerships, they're smashing up Teslas," Musk said. "Tesla is a peaceful company. We've never done anything harmful.""I've never done anything harmful."“Because I am a deadly threat to the woke mind parasite and the humans it controls."Tesla just recalled basically all the Cybertrucks ever sold in AmericaTesla workers in Germany say they don't have time to use the bathroomTesla workers at a German factory say working conditions don't allow them enough time for drinking or bathroom breaks.Over 3,000 workers at a Tesla gigafactory near Berlin have signed a petition asking for more breaks and an end to intimidation from management, according to a statement from German metalworker's union IG Metall.A Huge Amount of Money Is Missing From TeslaEven the company's financials are now sprouting some glaring questions. As the Financial Times reports, a whopping $1.4 billion appears to have vanished in thin air. The enormous hole arises when examining the carmaker's capital expenditures and how those compare to the reported rise of the value of its assets.According to Tesla's cashflow statements, the firm spent $6.3 billion on "purchases of property and equipment excluding finance leases, net of sales" in the second half of 2024. However, its balance sheet claims the gross value of property, plant, and equipment rose by only $4.9 billion — leaving an eyebrow-raising $1.4 billion discrepancy.Musk Set to Receive Top-Secret Briefing on U.S. War Plans for ChinaMusk Tells Tesla Workers: Don't Sell Your SharesTesla board members, executive sell off over $100 million of stock in recent weeksTogether, four top officers at the company have offloaded over $100 million in shares since early February.Last week, longtime Musk ally James Murdoch became the latest to do so, exercising a stock option and selling shares worth approximately $13 million, according to an SEC filing.Elon Musk's brother, Kimbal Musk, who also sits on the board, unloaded 75,000 shares worth approximately $27 million last month, according to a filing.The chairman of the board, Robyn Denholm, has offloaded more than $75 million dollars worth of shares in two transactions in the past five weeks, federal filings show.Goodliest of the Week (MM/DR):DR: Chobani CEO: Why we're now giving all workers at least 12 weeks of parental leaveDR: JD Vance rips globalization, calling cheap labor a 'drug'MM: Tesla Cybertruck deliveries are on hold as trims are flying off the 'bulletproof' truck DRThey recalled ALL of them - imagine if Mary Barra put out a car at GM that, 1 year after releasing, they had to recall ALL of them? What would you do investors? Assholiest of the Week (MM):WahWah, our CEO: Tesla warns White House over tariffs in unsigned letter: ‘It's a polite way to say that the bipolar tariff regime is screwing over Tesla'Wah, China: OpenAI slams DeepSeek, warning the US government that China is catching up fastWah, customers: Tesla owners are trading in their EVs at record levels, Edmunds says, Tesla springs last-minute public all hands on staffers, confusion ensues, Tesla Cybertrucks are getting roasted on TikTok—one prank at a timeWah, investors: Baillie Gifford slashes Tesla stake as investor calls on Musk to step down, $1.4bn is a lot to fall through the cracks, even for Tesla, A Huge Amount of Money Is Missing From TeslaWah, privacy: Dad demands OpenAI delete ChatGPT's false claim that he murdered his kidsWah, I'm back in middle school: Elon Musk says he's shocked at the level of Tesla hate and vandalism happening: 'I've never done anything harmful'Stefan Padfield DR"It is not surprising that our proposal received low support, given the concerns we have about bias and conflicts of interest infecting the votes and recommendations of the Big 5 asset managers and proxy advisors, as well as the company's management," Padfield said."The issues raised by our proposals remain relevant to Disney's bottom line, and we arguably saw an indication of this in the fact that neither ESG nor DEI were mentioned once, directly or indirectly, in Iger's opening remarks -- suggesting the company is slowly distancing itself from the leftist radicalism embodied in those agendas," Padfield said.Fact check: ESG and DEI were not mentioned in Iger's remarks in 2024. They were not mentioned in 2023. Congrats on paying attention to whatever's in front of your face.Shareholders rejected your proposal because it was asinine and no one caresYour group, NCPPR, gets an AVERAGE of 1% everywhere… but did you notice that NLPC, your sister group in anti white person crime, got a solid 11% in favor at Apple for it's very real proposal on the dangers of AI? And Bowyer, got a 10% in favor at Apple for a report on child sex abuse software and got 1% here at Disney?Maybe the problem is you write overtly racist, stupid fucking shareholder proposals and you shout shut your fat mouth?Have we reached the CEO pay tipping point?Surge in incentive pay lifts HanesBrands' 2024 CEO compensation to $12.9 millionBig companies backtrack on climate goals in bosses' payStarbucks Must End Its Greed'—Bernie Sanders Calls Out Starbucks CEO For Getting $96 Million For 4 Months Of WorkKlarna's CEO got an 862% pay rise ahead of its IPOWe hate TREES now? TREES?Is planting trees 'DEI'? Trump administration cuts nationwide tree-planting effortHeadliniest of the WeekDR: Top workplace psychologist Adam Grant says offering employees better pay packages is the smartest move for the ‘long term'DR: Mom of child dead from measles: “Don't do the shots,” my other 4 kids were fineDR: Prince Harry's friends are blaming Meghan Markle for making him ‘too woke'MM: Donald Trump's favorite musical explained as he demands 'non-woke' theaterLike 89% of Broadway is gay, no?MM: Wait, whaaaa? British Gas: Centrica CEO's pay slashed in half at FTSE 100 giantWho Won the Week?DR: Sonya Mishra, author of new study: How does society perceive power-seeking women differently from status-seeking women?The study found that desiring status is seen as more congruent with feminine stereotypes compared to desiring power, and that women who desire status are less likely to incur backlash compared to women who desire power.MM: This video: Tesla Fans Furious at Video of Tesla Crashing Into Wall Painted Like RoadMark Rober tested autopilots for Lexus and Tesla… and Tesla ran over a dummy kid over and overAs Electrek points out, Autopilot has a well-documented tendency to disengage right before a crash. Regulators have previously found that the advanced driver assistance software shuts off a fraction of a second before making impact.It's a highly questionable approach that has raised concerns over Tesla trying to evade guilt by automatically turning off any possibly incriminating driver assistance features before a crash.PredictionsDR: Bowyer Research and Robbie Starbuck blame female CEOs in the S&P 500 for reducing the overall percentage of male CEOs in the S&P 500MM: Bowyer Research and Robbie Starbuck blame all the women running the big 5 - Larry Fink, Ron O'Hanley, Salim Ramji, Gary Retelny, and Bob Mann - for the failure of their shareholder proposals and demand a report from each requesting an analysis of the risk of having so many woke women running the big 5

De Fed kwam niet met een renteverlaging en toch werden beleggers blij van wat Fed-baas Jerome Powell te melden had. De kans op een recessie is volgens hem 'extreem laag', hij houdt de deur open voor renteverlagingen én hij zei interessante dingen over de tarievenoorlog van Trump.Je weet wel. Die roekeloze tarievenoorlog die hij is gestart met Mexico, Canada, China, Europa en terwijl je dit leest met misschien nog wel meer landen. Een oorlog waar beleggers al weken doodsbang voor zijn. Deze aflevering hoor je waarom je je daar op de lange termijn (volgens Powell) misschien toch geen zorgen om hoeft te maken. Dan vertellen we je ook over Sneeuwwitje. De film schittert in de bioscopen. Een sprookje dat een financiële thriller werd voor Disney. Het kost ze 300 miljoen dollar en al maandenlang veel slechte publiciteit. En mogelijk een opstand onder aandeelhouders.Ook moeten we het hebben over de enorme terugroepactie van cybertrucks en de nieuwe naam van de ijsjesdivisie van Unilever. Of wat dacht je van een Amerikaanse minister die oproept om aandelen Tesla te kopen?See omnystudio.com/listener for privacy information.

De Fed kwam niet met een renteverlaging en toch werden beleggers blij van wat Fed-baas Jerome Powell te melden had. De kans op een recessie is volgens hem 'extreem laag', hij houdt de deur open voor renteverlagingen én hij zei interessante dingen over de tarievenoorlog van Trump.Je weet wel. Die roekeloze tarievenoorlog die hij is gestart met Mexico, Canada, China, Europa en terwijl je dit leest met misschien nog wel meer landen. Een oorlog waar beleggers al weken doodsbang voor zijn. Deze aflevering hoor je waarom je je daar op de lange termijn (volgens Powell) misschien toch geen zorgen om hoeft te maken. Dan vertellen we je ook over Sneeuwwitje. De film schittert in de bioscopen. Een sprookje dat een financiële thriller werd voor Disney. Het kost ze 300 miljoen dollar en al maandenlang veel slechte publiciteit. En mogelijk een opstand onder aandeelhouders.Ook moeten we het hebben over de enorme terugroepactie van cybertrucks en de nieuwe naam van de ijsjesdivisie van Unilever. Of wat dacht je van een Amerikaanse minister die oproept om aandelen Tesla te kopen?See omnystudio.com/listener for privacy information.

Live from a stack of DEI-hating lead independent directors dipped in milk chocolate, it's an all-new Whacky Wednesday edition of Business Pants. Joined by Analyst-Hole Matt Moscardi! On today's Twizzler-shaped proxy voting policy called February 12th 2025: Biz Nuggets!Our show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.DAMION1DEIIn our 'Hey Ma, Civil Rights Hurts My Back! And Equal Rights Gave Me a Stomach Ache!I quit! Tell Dad!' headline of the week. Diversity Is No Longer a Factor for Assessing US Boards, Proxy Adviser ISS Says*************** In our 'White Men Have Scarier Lawyers' headline of the week. Goldman Sachs ends IPO diversity policy citing legal developments*************** In our 'Are they Atrophied and Unprepared enough to Ignore this Study?' headline of the week. Microsoft Study Finds AI Makes Human Cognition “Atrophied and Unprepared”*************** In our 'ISS Borrows "Mission Accomplished" banner from George W. Bush' headline of the week. Proxy Advisory Firm ISS Removes DEI Factors from Voting Recommendations for U.S. Boards*************** In our 'The Dilemma Is Do We Actually Give a Shit or Were We Merely Pretending to Give a Shit?' headline of the week. There is a DEI dilemma taking place across Corporate America*************** MeritocracyIn our 'The Meritocracy is Plastic' headline of the week. In a move to ‘Back to plastic,' Trump bans paper straws*************** In our 'The Meritocracy Is Super Duper Confusing, says a College Dropout Dude' headline of the week. Mark Zuckerberg warned employees to prepare for an ‘intense year.' He just laid off 3,600 workers—including some who claim they got glowing reviews*************** MATT1In our 'ISS added, "we also feel that voting recommendations on the basis of performance, skills, knowledge, fit, usefulness, age, height, ability to tie shoes, or familiarity with modern technology are unneccesary and potentially discriminatory against 85 year old Uncle Gary and will no longer be a part of our assessment."' headline of the week. ISS drops race, gender from U.S. proxy votingIn our 'ISS added, "future assessments will no longer refer to predators, as that is disrespectful to the predators from the movie series Predator."' headline of the week. Macy's calls Diddy 'an equal opportunity sexual predator' in bid to be dropped from sexual assault lawsuitIn our 'ISS added, "our policy has also changed to ignore legal cases in favor of diversity as material, as we feel someone might disagree with a law and that would be awkward for our clients."' headline of the week. Companies like Costco have a strong legal case for keeping DEIIn our 'ISS added they will also be ignoring wildfires, sea level rise, drought, famine, floods, mudslides, tornadoes, hurricanes, communicable disease, and the puppy dog eyes of children dying of famine in future reports.' headline of the week. S.E.C. Moves to Kill Climate Disclosure RuleIn our 'ISS added, "Yes, we bought one."' headline of the week. Shopify takes down Ye website selling swastika shirts after Super Bowl adIn our 'Our new advisor to the board, Nelson Peltz, as advised we rebrand our inclusion program as "black people should most be cast as drug dealers", but we chose "Reapplying Yesterday's Comedic Racism"' headline of the week. Disney drops controversial ‘Reimagine Tomorrow' program as company pairs back DEI initiativesDAMION2In our 'Headline Prefers Nouns Over Names Because Names Are TMI' headline of the week. 3M CEO Named New Chairman of the Board*************** In our 'Greedy Airline CEOs Want In on Budding Oligarchy' headline of the week. Major airlines urge Trump administration to abandon passenger compensation review*************** In our 'The other half is being donated to AI's world domination ensuring the need for half their wealth to be donated…' headline of the week. OpenAI CEO Sam Altman and Husband Pledge to Donate Half Their Wealth*************** In our '"Trump moves to halt $5B EV-charging program" because Nobody is gonna buy a car, They are gonna buy helicopters and private jets' headline of the week. Trump blasts WFH policies: ‘Nobody is gonna work from home. They are gonna be going out, playing tennis, playing golf'*************** In our 'We'll all be dead soon and first class tickets don't grow on trees so leave me alone' headline of the week. BP set to scale back green investments as profits drop sharply*************** In our 'Reid Hoffman doesn't want his son's pivot to vegetarianism to mean fewer cheeseburgers' headline of the week. Reid Hoffman doesn't want Big Tech's pivot from fact-checking to mean more misinformation*************** In our 'You had me at Unequal Shareholder Rights' headline of the week. How Unequal Shareholder Rights Influence Proxy Voting Outcomes and Corporate Governance*************** MATT2In our 'When you say something is as "strong as ever", and "ever" was "never", do you mean "as strong as never"?' headline of the week. JPMorgan's CFO says succession planning for CEO Jamie Dimon is ‘strong as ever'In our 'When we said "hiring", we mean "stealing", and by "thousands", we mean "your shit."' headline of the week. Elon Musk's xAI plans massive hiring spree of thousands to train Grok, employees sayIn our 'Kimbal Musk sells Tesla stock worth about $28 million as Elon's brother cashes in on rally since Trump's victory' headline of the week. Wave of Vandalism and Protests Hit TeslaIn our 'High school white male accuses middle school white male of insecurity' headline of the week. Sam Altman says former friend Elon Musk isn't a happy guy: ‘Probably his whole life is from a position of insecurity'In our 'In fairness, Kimbal Musk can only complete 29%' headline of the week. OpenAI's DeepResearch can complete 26% of ‘Humanity's Last Exam' — a benchmark for the frontier of human knowledgeIn our 'Finally, a white male CEO gets a chance without the oppression of rules, laws, and social norms' headline of the week. Exclusive | Criminal probe into WWE boss Vince McMahon dropped: lawyer

When CEO Bob Iger fails to reassure Wall Street about his plans for Disney's traditional TV operations, Nelson Peltz seizes the chance to launch a fresh attack on the Magic Kingdom. And this time, he won't back down.Be the first to know about Wondery's newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletterListen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's 2022 and Disney is in trouble. The combined forces of pandemic shutdowns, box-office bombs and political missteps have hammered Disney's stock price. Marvel's jilted former boss sees an opportunity. He allies with billionaire investor Nelson Peltz to plot a boardroom coup.Be the first to know about Wondery's newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletterListen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

IntroductionLIVE from your ESG bath salts inhaler kit, it's a Business Pants Friday Show here at December 6th Studios, featuring AnalystHole Matt Moscardi. On today's weekly wrap up: Murder, Black women fighting back, Investor cowards, and the darkest reason imaginable for a CEO pay cutOur show today is being sponsored by Free Float Analytics, the only platform measuring board power, connections, and performance for FREE.Story of the Week (DR):The Murder of Brian Thompson, UnitedHealthcare C.E.O. DRMr. Thompson was on his way to an investors' gathering when he was killed by a masked shooter who fled on an electric bike, the police said.UnitedHealth CEO's killing unleashes social media rage against insurersAfter UnitedHealthcare CEO Shooting, Americans Express Frustration With Health Insurance IndustryKilling of UnitedHealthcare CEO prompts flurry of stories on social media over denied insurance claimsBullet casings found at the scene appear to have had the words “delay” and “deny” on them: Those words may have been a message related to “Delay, Deny, Defend,” the title of a book that discusses how health insurance companies avoid paying patients' claims. The book, by Jay M. Feinman, a professor emeritus at Rutgers Law School, was published in 2010.Murdered Insurance CEO Had Deployed an AI to Automatically Deny Benefits for Sick PeopleSlain UnitedHealthcare CEO Was Accused Of Insider Trading Amid DOJ ProbeSocial media swoons over alleged UnitedHealthcare CEO killer amid investigationBrian Thompson didn't seem to have a bodyguard, and that surprises corporate-security consultants'A wake up call': C-suite security comes into focus after UnitedHealthcare CEO's deathZero pay targets related to customers or patients: mostly revenue, operating income, cash flow from operations, EPS, return on equity Intel CEO Pat Gelsinger ousted by board after disastrous performanceIntel CFO David Zinsner and Intel products CEO MJ Holthaus were named interim co-CEOs. Frank Yeary will serve as interim executive chair.Intel has started evaluating a handful of outsiders, including former board member Lip-Bu Tan, for the role of chief executiveIntel's board is mostly evaluating outsider candidates for the role and has also approached Marvell Technology CEO Matt MurphyFormer ASML CEO Eric Meurice and Microchip interim CEO Steve Sanghi will join Intel's board effective immediately.Gelsinger had 20% influenceNext four directors had combined 45%, including YearyStellantis CEO Carlos Tavares abruptly quits as US Jeep, Ram sales falterInfluence:Tavares 16%Chair John Elkann 13%Senior Independent Director Henri de Castries 20%Tesla CEO Elon Musk loses bid to get $56 billion pay package reinstatedA Delaware judge upheld her January ruling in a case brought by shareholders that said the process leading to approval of the pay package was “deeply flawed.”In January, Chancellor Kathaleen McCormick voided the pay plan, ruling that Musk had individually “controlled Tesla” and dictated the terms of his compensation to a board that didn't fairly negotiate. She called the process leading to approval of that pay plan “deeply flawed.”“Even if a stockholder vote could have a ratifying effect, it could not do so here,” McCormick wrote in her opinion Monday. “Were the court to condone the practice of allowing defeated parties to create new facts for the purpose of revising judgments, lawsuits would become interminable.” Goodliest of the Week (MM/DR):DR: Namibia Elects Its First-Ever Female Leader MMVice President Netumbo Nandi-Ndaitwah was a member of the country's underground independence movement in the 1970s.DR: North Carolina Town Sues Duke Energy Over Climate ChangeCarrboro accused Duke, one the nation's largest utility companies, of ignoring data about climate change while increasing use of fossil fuels.Carrboro Mayor Barbara FousheeMM: Mattel sued over 'Wicked' dolls with porn website linkWho goes to the website URL in fine print on the back of a box?Also, did you actually go to the website? There's no nudity on the page you land on! Winning porn! XBIZ awards for best supporting acting, best all sex scene, best editing, best art direction, best art direction, best screenplay… Some dolls with the misprint on the packaging have sold for more than $100 on eBay.One "Singing Glinda" doll sold for $450 on the shopping site.Assholiest of the Week (MM):Investor governance analysts DRThis is going to sound crass, but… The murdered UNH executive is the CEO of a single division, NOT the company - he's not on the board, but the media makes it sound like the CEO is dead. He's not.If you looked at the board, you'd realize the acting CEO Andrew Witty isn't even the most influential - executive chair Stephen HelmsleyThe assassin - we can say assassin at this point, right? - had more data on the people that run the company than virtually every governance analyst I've ever met, and I was just at a conferenceThey knew who he was, where he would be, at what timeThey were even aware of an investor day at allThey knew he was the CEO of the DIVISION, they didn't target the CEO of the companyIf you invested in the company pre-murder, you made money post-murderMurderers who make me sympathize with murderersKilling of UnitedHealthcare CEO prompts flurry of stories on social media over denied insurance claimsMurdered Insurance CEO Had Deployed an AI to Automatically Deny Benefits for Sick PeopleMade me think of the Jamie Says quote: “The fault line is inequality. And its cause is staring us in the face: our own failure to move beyond our differences and self-interest and act for the greater good.”Jamie Dimon, 4/7/2021Anyone who calls any company anywhere “woke”Disney Agrees to $43.3 Million Settlement in Suit Alleging It Paid Women Less Than Men"Why do I have to have a Marvel that's all women? Not that I have anything against women, but why do I have to do that? Why can't I have Marvels that are both?”Nelson Peltz, 4/3/2024Cowards and liarsTexas and GOP states sue BLK, Vanguard, State StreetAll withdrew from Climate Action 100+ in a show of fun cowardice, here's what they got:Rather than individually wield their shareholdings to reduce coal output, therefore, Defendants effectively formed a syndicate and agreed to use their collective holdings of publicly traded coal companies to induce industry-wide output reductions. To be sure, earlier this year BlackRock and State Street publicly proclaimed that they withdrew from one of the organizations that they previously used to coordinate their anticompetitive conduct, Climate Action 100+. But formal withdrawal from that one organization does not change the reality that Defendants' holdings threaten to substantially reduce competition in violation of Section 7 of the Clayton Act. Nor does it negate the ongoing and future threat of Defendants' coordinated anticompetitive conduct or absolve Defendants of their legal liability for past violations.Coca-Cola accused of quietly dropping its 25% reusable packaging targetRacial diversity falling among new corporate directors: Conference BoardAT&T CEO: If Trump slashes taxes, we will invest more in American infrastructureHeadliniest of the WeekDR: Nomura boss takes pay cut after employee 'tried to kill clients' MMThe worker allegedly stole money from clients and set fire to their home after visiting them on 28 July this year.Nomura apologised to the alleged victims, and said CEO Kentaro Okuda would voluntarily return 30% of his pay for three months.In addition, nine other Nomura directors and executives will return 20% to 30% of their pay for the same period.MM: Volkswagen CEO Oliver Blume reportedly booed by workers after telling them he didn't live in a ‘fantasy world'Who Won the Week?DR: Amateur ESG conspiracy theoristsMM: Professional ESG conspiracy theoristsPredictionsDR: This is an easy one: C-suite security spending rises to unprecedented levelsMM: Gun controlTexas - sues Blackrock AND gets to hear the eventual new Musk pay case? Winning.

Disney's recent financial successes, driven by strategic decisions and successful film releases, are overshadowed by leadership challenges and concerns about the company's future direction under Bob Iger. 00:00 Disney's Q4 2024 earnings showed a 6% revenue increase to $22.6 billion, driven by successful film releases, despite skepticism over Bob Iger's comments on streaming. 02:23 Disney Parks hit record Q4 revenue, but rising prices and competition from Universal's Epic Universe could hurt attendance and vacation choices. 04:33 Bob Iger is praised for Disney's turnaround, especially in movie performance, despite ongoing challenges at Pixar regarding working conditions and management priorities. 07:07 Iger faces criticism for turning Disney into an IP farm, with recent successes credited to the creative team rather than his leadership. 09:01 Bob Iger's return to Disney has been marked by controversial decisions and mismanagement, particularly regarding the transformation of Moana 2 and ongoing corporate battles influenced by Nelson Peltz. 13:22 Bob Iger's controversial decisions, including pricing changes and a failed legal battle, have led to significant challenges for Disney Parks this quarter, despite some praise for his overall leadership. 16:07 Iger's leadership has transformed Disney parks with a focus on IP integration and higher costs, but the recent performance boost is seen as customer gouging, indicating a need for new CEO to tackle persistent challenges. 17:53 Concerns about Disney's future arise from leadership changes, a potential focus on video games, and the need for a creative co-CEO alongside Bob Iger, whose stock sale suggests waning confidence in the company's direction. Disney's pricing strategy and treatment of disabled guests have been criticized, with the Lightning Lane system being used to upcharge disabled visitors instead of offering the DAS pass. Bob Iger's return led to the elimination of the free park pass and introduction of expensive upcharge options like the $500 per person per day "Park Hopper" package. Iger took credit for Disney's creative successes, but was responsible for staff cuts and gutting Pixar, while many creative decisions were made under Bob Chapek's leadership. Iger's personal interests in AI and Canva led to the creation of a new division, despite concerns about his lack of creativity and vision for the company's future. ESPN+ will be consolidated under Disney+ in the future, similar to how Hulu was merged into Disney+. Iger's return to Disney in 2022 was seen as a victory lap, with media praise despite taking credit for Chapek's decisions. Bob Iger overspent on Fox, putting Disney in a perilous position, and made unpopular decisions like removing Rivers of America at Disneyland. Iger's marching orders led to significant price increases and the elimination of free park passes, despite being gone for only two years. Iger prioritized his own ego, worrying about losing the best tables and kissing up to executives rather than focusing on Disney's success. Iger's lack of creative vision and tendency to micromanage led to Disney's current state, despite his ability to negotiate deals. Disney's Q4 2024 earnings showed a 30-39% increase in revenue to $22.6B, with net income doubling to $460M, marking one of their biggest quarterly upswings.

The New York Times dropped a tell-all bombshell on the Walt Disney Company's behind-the-scenes drama, and it makes Bob Iger look like a whiny, petulant control freak. The article, supposedly corroborated by several Disney insiders, paints a very negative picture of Bob Iger, who set Bob Chapek up for failure and led to some DIRE consequences for the Walt Disney Company, such as the loss of Reedy Creek and a board battle with Nelson Peltz. Grab some popcorn, this is a long one folks... ➡️ Tip Jar and Fan Support: http://ClownfishSupport.com ➡️ Official Merch Store: http://ShopClownfish.com ➡️ Official Website: http://ClownfishTV.com ➡️ Audio Edition: https://open.spotify.com/show/6qJc5C6OkQkaZnGCeuVOD1 About Us: Clownfish TV is an independent, opinionated news and commentary channel that covers Entertainment and Tech from a consumer's point of view. We talk about Gaming, Comics, Anime, TV, Movies, Animation and more. Hosted by Kneon and Geeky Sparkles. Disclaimer: This series is produced by Clownfish Studios and WebReef Media, and is part of ClownfishTV.com. Opinions expressed by our contributors do not necessarily reflect the views of our guests, affiliates, sponsors, or advertisers. ClownfishTV.com is an unofficial news source and has no connection to any company that we may cover. This channel and website and the content made available through this site are for educational, entertainment and informational purposes only. These so-called “fair uses” are permitted even if the use of the work would otherwise be infringing. #Disney #Hollywood #StarWars #News #Commentary #Reaction #Podcast #Comedy #Entertainment #Hollywood #PopCulture #Tech

Here is your Daily Disney News for Saturday, August 24th, 2024 - Rumors of a new Lightning Lane Premier Pass surfacing in Walt Disney World and Disneyland apps. - New 'Coco' show announced for Disney California Adventure's Plaza de la Familia during Día de los Muertos. - "it's a small world" and Jungle Cruise at Disneyland set for temporary closures for refurbishments and possible holiday overlays. - Disney appoints James Gorman to lead the search for the next CEO post-proxy battle with Nelson Peltz. Have a magical day and tune in again tomorrow for more updates.

Kim Masters and Matt Belloni break down the latest NBA news at Warner Bros. Discovery. They also discuss activist investor Nelson Peltz's decision to sell his entire stake in Disney, and why Netflix CEO Ted Sarandos thinks last summer's biggest theatrical hits would have fared as well on the streamer.  Plus, Masters speaks to the head of domestic distribution at Paramount, Chris Aronson. The long-serving executive explains why he believes that movie theaters will survive despite industry-wide gloom over waning box office numbers, and he argues that the lack of consensus about the length of the theatrical window isn't helping consumers or studios.

Foot Locker posted better-than-expected comparable sales as CEO Mary Dillon's turnaround plan shows signs of success. Dillon discusses the company's “Lace Up” strategy, innovations in sneakers, and catering to all kinds of consumers. The Wall Street Journal's Emily Glazer shares her scoop: former President Trump is considering a special advisor role for Elon Musk, should he win the presidency. Plus, Nelson Peltz sells his entire share of Disney stock, ExxonMobil shareholders voted to confirm the board after an activist fight, and McDonald's says, prices are not too high.  Mary Dillon - 11:44Emily Glazer - 23:03 In this episode:Emily Glazer, @emilyglazerJoe Kernen, @JoeSquawkBecky Quick,@BeckyQuickAndrew Ross Sorkin,@andrewrsorkinCameron Costa, @CameronCostaNY

Carl Quintanilla, Jim Cramer and David Faber led off the show with Salesforce shares tumbling and dragging the Dow sharply lower. The company posted a quarterly revenue miss and issued weaker-than-expected guidance. The anchors reacted to what Salesforce CEO Marc Benioff told Jim Wednesday night on Mad Money. What's next for the stock? On the retail front: Best Buysurges, Foot Locker soars and Kohl's plummets in reaction to earnings news. Also in focus: Q1 GDP growth revised downward, Nasdaq coming off its worst day of May, CNBC reports Nelson Peltz has sold his entire stake in Disney, McDonald's defends its menu prices, Nestle CEO's message on weight-loss drugs. Squawk on the Street Disclaimer

Today, we're talking about Disney, the massive activist investor revolt it just fought off, and what happens next in the world of streaming. Because what happens to Disney really tells us a lot about what's happening in the entire world of entertainment. Earlier this month, Disney survived an attempted board takeover from businessman Nelson Peltz. While investors ultimately sided with Disney and CEO Bob Iger, the boardroom showdown made something very clear: Disney needs to figure out streaming and get its creative direction back on track.  To help me figure all this out. I brought on my friend Julia Alexander, who is VP of Strategy at Parrot Analytics, a puck news contributor, and most importantly, a former Verge reporter. She's a leading expert on all things Disney, and I always learn something important about the state of the entertainment business when I talk to her.  Links:  The Story of Disney+ — Puck News ​​Disney's CEO drama explained, with Julia Alexander — Decoder Is streaming just becoming cable again? Julia Alexander thinks so — Decoder Disney Fends Off Activist Investor for Second Time in 2 Years — NYT For Disney, streaming losses and TV's decline are a one-two punch — NYT Disney's ABC, ESPN weakness adds pressure to make streaming profitable — WSJ Disney reportedly wants to bring always-on channels to Disney Plus — The Verge The Disney Plus-Hulu merger is way more than a streaming bundle — The Verge Disney's laying off 7,000 as streaming boom comes to an end — The Verge The last few years really scared Disney — Screen Rant Credits:  Decoder is a production of The Verge, and part of the Vox Media Podcast Network. Today's episode was produced by Nick Statt and was edited by Callie Wright. Our supervising producer is Liam James. The Decoder music is by Breakmaster Cylinder. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kara and Scott discuss Meta's stock continuing to rise, California businesses challenging Gov. Gavin Newsom on taxes, and Elon Musk's robotaxi announcement. Then, Disney successfully fended off Nelson Peltz in a proxy battle, but where does the company go from here? Plus, could Congress be getting close to actually passing an online privacy bill? Finally, our friend of Pivot is NYU history professor and author of "Strongmen: Mussolini to the Present," Ruth Ben-Ghiat. Ruth explains what the autocrats of the past can teach us about Donald Trump. Follow Ruth at @ruthbenghiat Follow us on Instagram and Threads at @pivotpodcastofficial. Follow us on TikTok at @pivotpodcast. Send us your questions by calling us at 855-51-PIVOT, or at nymag.com/pivot. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Which beauty stock lost its glamor? And why is Levi's betting on baggier jeans? Plus, what did Nelson Peltz and Trian Partners win after losing the Disney proxy battle against Bob Iger? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Learn more about your ad choices. Visit megaphone.fm/adchoices

Which beauty stock lost its glamor? And why is Levi's betting on baggier jeans? Plus, what did Nelson Peltz and Trian Partners win after losing the Disney proxy battle against Bob Iger? Host Francesca Fontana discusses the biggest stock moves of the week and the news that drove them. Learn more about your ad choices. Visit megaphone.fm/adchoices

Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use. (00:21) Jason Moser and Bill Mann discuss: - Why Disney and Nelson Peltz were both winners in the company's board fight. - Alphabet's rumored interest in marketing software provider Hubspot. - Spotify's price hikes, the strength in Levi's direct to consumer model, and a true blank check business. (19:11) Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI. (34:20) Jason and Bill break down two stocks on their radar: Cognex and WD40. Stocks discussed: DIS, GOOG, GOOGL, HUBS, SPOT, LEVI, DJT, WDFC, CGNX Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Ethan Mollick Engineers: Desiree Jones, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Kim Masters and Matt Belloni take a quick look at Ari Emanuel-led Endeavor going private, and the banter partners break down the outcome of the long battle between Nelson Peltz and Disney.  Plus, on this special episode of The Business, Kim Masters speaks to director James Hawes about his film One Life, which tells the story of Sir Nicholas Winton, who saved more than 600 children, including Masters' own mother, from Nazi-occupied Czechoslovakia. Hawes talks about how after years as a television director, he found his feature directorial debut in One Life, and Masters shares her deeply personal family stories connected to Winton's rescue efforts.

On the heels of Thursday's Fedspeak-fueled stock sell-off, Carl Quintanilla and Jim Cramer explored what investors should make of the better-than-expected March employment data -- and what it could mean for Fed interest rate policy. National Economic Council Director Lael Brainard joined the program with White House reaction to the jobs report. The anchors also reacted to what Treasury Secretary Janet Yellen said in China about that country's treatment of U.S. businesses. Also in focus: Johnson & Johnson to buy medical device maker Shockwave Medical for $12.5 billion in cash, "Mag 7" musings, the oil rally, Bob Iger and Nelson Peltz in their own words -- where did ego fit into the Disney proxy battle?  Squawk on the Street Disclaimer

Episode 294: Neal and Toby talk about Bob Iger's successful defense from a Nelson Peltz takeover and the conclusion of the Disney proxy battle. Then, egg prices are coming back up as America's largest egg producer has an unfortunate discovery of bird flu in its stock. Next, Amazon is taking a step back in its Grab n' Go concept since it's yielding little return. Also, Neal goes through his favorite numbers from the week. Meanwhile, NYC congestion pricing is happening…and it might not just be for cars. Lastly, monkey's are running amok in this Thai city that's halting its businesses Get your Morning Brew Daily Merch HERE: https://shop.morningbrew.com/products/morning-brew-daily-sweatshirt?utm_medium=multimedia&utm_source=podcast&utm_campaign=mbd&utm_content=shownotes Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Learn more about your ad choices. Visit megaphone.fm/adchoices

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Lower than expected eurozone inflation number bolsters expectations of ECB interest rate cuts by summer, People's Liberation Army mobilisation units reflect Xi Jinping's focus on security, Tesla faces a tough moment, and big investors line up behind management at Disney. Mentioned in this podcast:Eurozone inflation falls to 2.4% in MarchChinese companies revive Mao Zedong-era militiasWhere Tesla departs from the Mag 7The big worry for carmakers: what if the EV slowdown is not a blip?Bob Iger defeats Nelson Peltz by wide margin in Walt Disney board clashThe FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help by Michela Tindera, Cara Shillenn, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.

Disney's Bob Iger has won his boardroom proxy battle against Nelson Peltz. Media mogul and IAC Chairman Barry Diller weighs in on the evolution of entertainment, including the path forward for Disney, for Paramount Global, and for streamers competing with Netflix. As founder of Fox Broadcasting and former CEO of Paramount, Diller shares his perspective on TikTok, AI, and a four-day workweek. Plus, Snapchat is testing a new feature for subscribed users: rankings in friend orbits. The Wall Street Journal suggests that Snapchat's newest innovation could make social media's toll on teen mental health even worse. Tech venture capitalist Bradley Tusk discusses the rising rates of anxiety and depression among young people, and he highlights the need for federal regulation of social media.  Barry Diller - 13:14Bradley Tusk - 33:51 In this episode:Joe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer: @Kramer_Katie

Last Call breaks down the heavyweight battle between CEO Bob Iger and Nelson Peltz -- and what lies ahead for Disney shareholders.

Nelson Peltz, Trian Partners founding partner, joins ‘Squawk on the Street' to discuss the founding partner's thoughts on Disney after losing the proxy battle for board seats.

P.M. Edition for April 3. Disney defeats activist shareholder Nelson Peltz in a fight for influence in the company's boardroom. Hollywood business reporter Robbie Whelan has more on CEO Bob Iger's victory over one of Wall Street's most aggressive investors. And Paramount enters exclusive merger discussions with Skydance, pausing any conversations with other bidders. Plus, up to 20% of those who applied for college financial aid using a federal government form received incorrect results. Personal finance reporter Oyin Adedoyin says that could reduce their aid packages. Pierre Bienaimé hosts. Listening on Google Podcasts? Here's our guide for switching to a different podcast player. Learn more about your ad choices. Visit megaphone.fm/adchoices

I start today's show by looking at the latest Personal Consumption Expenditures (PCE) Price Index data—which came in better than expected.  Yet, stocks are selling off. Why? I break down what's behind the pullback… why it puts the Fed in a tough spot… and why market conditions are incredibly dangerous right now. Disney's (DIS) annual meeting is today—and shareholders will vote on whether billionaire and major shareholder Nelson Peltz will get two seats on the board. I explain why CEO Bob Iger doesn't want Peltz anywhere near the board… how Disney has resorted to downright illegal actions to try to keep it from happening… and why the SEC will most likely look the other way.   Apple (AAPL) just released its new AI model, ReALM… and it's already outperforming ChatGPT. I highlight why Apple is set to dominate the AI game… and how it'll breathe life back into another mega-trend you might have thought was dead… It's important to understand that AI is still in its infancy. Last week, I hosted a special live event—The AI Story No One's Telling—where I dug into the massive long-term potential of this growth trend… and how AI will be a game-changer for every single industry. We here at Curzio Research are already implementing AI into our own processes… and it's a big part of our growth plans going forward. If you missed the event, don't worry—you can still watch the replay here: www.curzioai.com. In this episode  Why stocks are pulling back [0:48] The Fed is in a tough spot [10:01] Disney's illegal tactics vs. Peltz [14:22] Apple will dominate AI [26:19] AI is still in its infancy [33:20] The AI Story No One's Telling [39:12] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450

Plus: Disney shares fall 3.1% after CEO Bob Iger defeated activist investor Nelson Peltz in a boardroom battle. Intel shares decline 8.2% after saying its chip-manufacturing arm lost $7 billion dollars last year. J.R. Whalen reports. Learn more about your ad choices. Visit megaphone.fm/adchoices

CEO Bob Iger is fighting off activist investor Nelson Peltz, who argues the company spends too much on message-based “woke” programming and is campaigning for seats on the Disney board. This episode was produced by Hady Mawajdeh and Jesse Alejandro Cottrell, edited by Matt Collette, fact-checked by Laura Bullard, engineered by Patrick Boyd, and hosted by Noel King. Transcript at vox.com/todayexplained Support Today, Explained by making a financial contribution to Vox! bit.ly/givepodcasts Learn more about your ad choices. Visit podcastchoices.com/adchoices

Disney's business has been struggling in recent years, and there's a fight over how to fix it. On one side is Nelson Peltz, an activist investor, who is campaigning for a seat on Disney's board of directors. On the other side is CEO Bob Iger, who doesn't want Peltz anywhere near his company. WSJ's Robbie Whelan explains who might win and what it could mean for the iconic brand. Further Reading: -Disney Winning Proxy Fight Against Trian With More Than Half of Votes Cast  -Nelson Peltz Wins Key Endorsement in Disney Battle  -Nelson Peltz Fights Disney—and Turmoil at His Own Fund  Further Listening: -The Troubled Second Act of Disney CEO Bob Iger  -Disney Wars: Attack of the Activist Investor  Learn more about your ad choices. Visit megaphone.fm/adchoices

 A.M. Edition for April 2. José Andres' World Central Kitchen has suspended its operations in Gaza after seven of its workers were killed in what it said was an Israeli airstrike. WSJ Middle East correspondent Jared Malsin explains how the incident could cause diplomatic fallout in Washington. Plus, Disney takes an early lead in its proxy battle with Nelson Peltz. And Donald Trump posts bond in his civil fraud case. Luke Vargas hosts.  Listening on Google Podcasts? Here's our guide for switching to a different podcast player. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Disney takes the lead over activist investor Nelson Peltz in a closely-watched proxy vote. And, Donald Trump posts bond in his civil fraud case. Luke Vargas hosts.   Listening on Google Podcasts? Here's our guide for switching to a different podcast player.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Democrats are increasingly worried as new poll numbers show Donald Trump winning on November 5, 2024. Part of the reason for his expected win stems from the entry of RFK Junior into the race for the presidency. A third-party candidate spells trouble for the left, especially a candidate like RFK. As such Democrats are organizing, a full-on assault against Robert F Kennedy, and his campaign… and it starts either the ladies in ‘The View''. I have the details.    Meanwhile, MSNBC is getting very worried about the success of Donald Trump with the Christian community. His recent foray into Bible, selling with Lee Greenwood, has them quite nearly apoplectic. But, is there any doubt that Trump would double down on religion at a time when the left seems to be doing the exact opposite? I explain   In a shocking shock, yet not shocking, move out of California the state's retirement program is going anti-woke! CALPERS  is siding with Nelson Peltz, the billionaire activist investor who is taking on Bob Iger's management plan at Disney. Pelts represents the opposite of politically correct which is why it's stunning. The CALPERS is willing to vote with him. Capitalism, as I say, should not be political. Investors know what's best for Disney.   And it's probably not smart business to cast the rumored pic for the new lead to replace Johnny Depp, in “Pirates of the Caribbean .” It's been reported that Disney is doing a remake of ‘Pirates of the Caribbean' with the intent on of focusing on the incredible story of Anne Bonney, an Irish woman from Country Cork, Ireland that was a notorious pirate in the 1700s in the Caribbean. But the actress is not Irish. Will this film flop the way Indiana Jones the Little Mermaid, Ant-man and the wasp did in 2023?? Not if if Nelson Peltz has anything to do with it. One day ahead of the critical, Disney vote, I explain.   Meanwhile, who knew P. Diddy was such a family man? He's pulling out all the stops, trying to remake his image, amid multiple lawsuits and the feds raiding his two homes. The news comes as his financial picture appears less than steady.    In other Hollywood news, a musician who has become rather notorious for her alleged parties is Lizzo. Lizzo claims she's quitting the business. In a shocking post on Instagram, on Friday, the artist announced, “I quit”. Did she?   Finally, Rebel Wilson is going nuclear on Sasha Baron Cohen - we've got details. Is this another example of Hollywood gone wild?   See you here — LIVE!Support the show: https://trishregan.shop/See omnystudio.com/listener for privacy information.

In today's live edition of the Trish Regan Show, I'm sharing new intel on who is really in the running for Donald Trump‘s vice president. It may not be who you think…nor, whom the polls think. We will talk about all the names from Ron DeSantis to Marco Rubio to Kristi Noem and Tulsi Gabbard. Plus, don't forget Tucker Carlson!   Also, in today's program, new fallout in the P Diddy, shocking investigation.   A segment on The View just went completely off the rails when a guest offered some common sense. Find out what happened next.   Speaking of Disney and ABC, the big shareholder vote for Disney is just hours away and increasingly CEO Bob Iger's days look numbered. Can he pull this off or will Nelson Peltz win the day?   And finally, as Americans deal with skyrocketing prices at the gas pumps, and in the grocery stores, Joe Biden is introducing what I consider to be the most colossal disaster of an energy move just months before an election. His new strategy will devastate the trucking industry and lead to greater inflation for every day Americans. I'm calling out Bidenomics for what it is. Make sure to sign up for my email list at http://trishreganmedia.com and, make sure to get my financial research at my independent financial firm http://76research.comSupport the show: https://trishregan.shop/See omnystudio.com/listener for privacy information.

In today's Live Edition of The Trish Regan Show, I'm all over the money! Donald Trump just earned himself another cool billion + as shares of his newly traded company Truth Social skyrocketed in trading on the Nasdaq. Plus, is MSNBC mangement going the way of Fox News management? I have details on why investors in Comcast, parent company of NBC News and MSNBC, should be worried as Joy Reid, Rachel Maddow and Chuck Todd GLOAT over the firing of Ronna McDaniel. Meanwhile, Bob Iger could soon be history at Disney. New indications, including a report from a popular Hollywood site, suggests there's more trouble ahead for the Disney CEO as he struggles with Nelson Peltz. In addition, I have new developments on the bridge story and… some highly alarming commentary about P Diddy (Sean Combs) that you need to hear from someone who knows him… Join me LIVE and make sure to subscribe. PLUS - make sure you go to https://TrishReganMedia.com to sign up for my email - and, head over to https://76research.com and check out our model investing portfolios. As an Easter special, we have 20% off the Income Builder with code word DIVS76. See you there!Support the show: https://trishregan.shop/See omnystudio.com/listener for privacy information.

- SKOR North's Judd Zulgad talks about his childhood and where he grew up, the bridge collapse that happened in Baltimore and what he has read into that tragedy, and discusses the old trolley system the Twin Cities had before the tracks were removed for metro transit. - KSTP's Chris Egert joins the show and talks about the current police officer shortage in the Twin Cities right now and how the ones that have remained are working more time than normal to make up for the lack of officers, shares the number one town around the Twin Cities to go and buy marijuana, and other top stories from the day. - Actor Mark Pellegrino stops by the show to talk about his return as 'Virgil Poe' in season two of "American Rust: Broken Justice" with Jeff Daniels. The full season drops on Prime Video on March 28th, Pellegrino is also one of the stars of Netflix's highly anticipated film "Beverley Hills Cop: Axel Foley" which releases on July 3rd! - Kristyn Burtt fills the crew in on the current battle happening between Disney CEO Bob Iger and Nelson Peltz and what the context of everything is, the former reign of Michael Eisner at Disney, and Tom shares about a battle of his own over the phone with Michael Eisner. Plus some of the other top headlines from the entertainment world! Stream the show LIVE on the Tom Barnard Show app M-F from 8-9:30AM or get the show on-demand on Apple Podcasts, Spotify or wherever you get your podcasts! Learn more about your ad choices. Visit megaphone.fm/adchoices

- SKOR North's Judd Zulgad talks about his childhood and where he grew up, the bridge collapse that happened in Baltimore and what he has read into that tragedy, and discusses the old trolley system the Twin Cities had before the tracks were removed for metro transit.- KSTP's Chris Egert joins the show and talks about the current police officer shortage in the Twin Cities right now and how the ones that have remained are working more time than normal to make up for the lack of officers, shares the number one town around the Twin Cities to go and buy marijuana, and other top stories from the day.- Actor Mark Pellegrino stops by the show to talk about his return as 'Virgil Poe' in season two of "American Rust: Broken Justice" with Jeff Daniels. The full season drops on Prime Video on March 28th, Pellegrino is also one of the stars of Netflix's highly anticipated film "Beverley Hills Cop: Axel Foley" which releases on July 3rd!- Kristyn Burtt fills the crew in on the current battle happening between Disney CEO Bob Iger and Nelson Peltz and what the context of everything is, the former reign of Michael Eisner at Disney, and Tom shares about a battle of his own over the phone with Michael Eisner. Plus some of the other top headlines from the entertainment world!Stream the show LIVE on the Tom Barnard Show app M-F from 8-9:30AM or get the show on-demand on Apple Podcasts, Spotify or wherever you get your podcasts! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's live breaking edition of The Trish Regan Show, Trish reports that an appeal has been granted in Trump's civil case and, a NEW bond has been set for Donald Trump. The court has agreed to amend the $464 million payment to a lesser amount and the main stream media, including MSNBC commentators are furious, as sources tell Trish that Letitia James is equally mad. Trish Regan has all details.   This news comes as Donald Trump's Truth Social is expected to debut on Wall Street under the new ticker symbol DJT. Trish has new details on the deal that could conceivably fetch Trump $3 billion in six months time, if the stock holds its valuation.   Meanwhile, MSNBC anchor Chuck Todd is furious that the network hired former RNC chair Ronna McDaniel.  You will not believe what he had to say on air about the issue.    Boeing's CEO is out of a job as are two key executives amid new challenges at the company tied to safety issues. Wall Street is pleased.    And, Disney is facing new pressures amid reports of insane lines at Disney World in Orlando this month. 85 min in line for Space Mountain? This may be a new opening for activist investor Nelson Peltz who is questioning the company's content, including its recent focus on DEI initiatives in its movies. Peltz said the most anti-PC thing ever — and Disney can't stop talking about it! But, maybe, just maybe the jokes on Disney and its new — but old — CEO, Bob Iger. Lots going on with this company - much of which could have been avoided had Disney focused on making money instead of going ‘woke'. Perhaps all the more reason to investor with a clear head and unbiased research — perhaps all the more reason to consider subscribing to a model portfolio at Trish Regan and Rob Hordon's https://76research.com. Get your subscription TODAY.    Speaking of being non-PC,some of the kings and queens of that movement are ‘breaking up'! New fallout surrounding Candace Owens and Ben Shapiro. Candace is out with her first public comments since getting ‘fired' from Shapiro's digital media powerhouse, The Daily Wire.    And, Blake Lively, Taylor Swift BFF sure has egg on her face. After posting some troll like comments about Kate Middleton, Lively is groveling now and begging for forgiveness from Princess Catherine - and the world. Makes you wonder, says Trish Regan, was this just an attempt at trying to placate one of her other Hollywood Friends, the not-so-highly regarded Meghan Markle?    It's a packed show!Support the show: https://trishregan.shop/See omnystudio.com/listener for privacy information.

Disney's boardroom battle nearing a head as investors look to the company's annual shareholder meeting next week. But with shares climbing since Activist investor Nelson Peltz got involved, could a proxy battle boost the media giant even further? Plus China sidelining semis. The country looking to phase out U.S. chips, delivering a blow to some top tech names. What the mainland move could mean for the semi space. Fast Money Disclaimer

Live from SXSW at Atlassian's Austin office, Scott and Ed break down Nelson Peltz's white paper on Disney and the dangers of a proxy fight. They also discuss the latest TikTok ban and Scott explains why he thinks this one will work. Finally, they address the big question: given the tremendous AI-driven market rally, are we in a bubble? Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's Live edition of The Trish Regan Show, I'm all over the bizarre response from NYC officials after firefighters BOO'd Trump prosecutor Leticia James (who wants to drive Trump into bankruptcy). Now they're telling firefighters they can't speak out? This is going too far, folks. Way too far.    Meanwhile, Trump just made some important comments on CNBC directly addressing his critics. You need to hear them.    And, with Biden looking to spend your money in a wild government spending spree, we're taking a cold hard look at why these socialist policies are dangerous for the American economy with Alfredo Ortiz, CEO of Job Creators Network.   Plus, no one watched the Oscars last night, but - still, they're doubling down on politics in Hollywood. Isn't this what caught Disney in trouble? I explain.    Disney is furious after activist investor Nelson Peltz issued a 133 page report explaining how Disney could reinvent its company. It has plenty of good suggestions but Bob Iger is furious. In a slick new video, he fires back against Peltz. I'll show you.    And, finally, are you are Nick Bosa Trump fan or a Travis Kelce Taylor Swift and Joe Biden fan? UFC fans are characterizing politics in a whole new way after Bosa attended the UFC event in Miami where Donald Trump along with Jared and Ivanka were in the house!   Join me for more. PLUS, don't forget to check out my brand new venture — the independent financial research company designed to bring conflict free investment ideas to the public. You can download my free guide to independent investing or sign up for our 76report for less than $10 a month or $99 a year at https://76research.com — we also have model portfolios with 10-15 stock recommendations each. It's all online at https://76research.comSupport the show: https://trishregan.shop/See omnystudio.com/listener for privacy information.

Kara and Scott discuss Disney's proxy fight with Nelson Peltz nearing an end, a new cap on credit card late fees, and employers dialing back on coverage of weight loss drugs. Also, the Biden-Trump rematch is getting closer after Super Tuesday. Plus, OpenAI intends to dismiss all of Elon Musk's legal claims and an open letter for “AI for a Better Future.” Then, a listener question about why Siri is so bad. Follow us on Instagram and Threads at @pivotpodcastofficial. Follow us on TikTok at @pivotpodcast. Send us your questions by calling us at 855-51-PIVOT, or at nymag.com/pivot. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kara and Scott discuss Ron DeSantis' departure from the 2024 race and the Biden/Trump rematch that everyone is dreading. Then, with the good news about the economy and the stock market, what's the best move for investors? Plus, Nelson Peltz continues his Disney proxy fight, and a new report sheds light on the anti-DEI movement. Our Friend of Pivot is Aileen Lee, the founder and managing partner of the VC fund, Cowboy Ventures. She also happens to be the person who coined the term "unicorn" for billion dollar start-ups and shares her latest analysis on those companies. Follow Aileen at @aileenlee Follow us on Instagram and Threads at @pivotpodcastofficial. Follow us on TikTok at @pivotpodcast. Send us your questions by calling us at 855-51-PIVOT, or at nymag.com/pivot. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kara and Scott discuss the Dow's record highs and home ownership's new lows. Then, George Santos leaves Congress like a "Scandal in the Wind," while the Newsom/DeSantis debate was a circus of another kind. Plus, Google is accused of suppressing evidence, Nelson Peltz continues his Disney proxy battle, and "rizz" is the word of the year (Do Kara and Scott have it?!). Our Friend of Pivot is Sixto Cancel, the CEO and Founder of Think of Us, who's on a mission to revolutionize the country's child welfare system. Follow Sixto at @sixtocancel Follow us on Instagram and Threads at @pivotpodcastofficial. Follow us on TikTok at @pivotpodcast. Send us your questions by calling us at 855-51-PIVOT, or at nymag.com/pivot. Learn more about your ad choices. Visit podcastchoices.com/adchoices