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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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In this episode of Definitely Uncertain, Darren Rockman is joined by Daniel Krausz, partner and co-founder of Blue Door Asset Management. They speak from a macro point of view about the Q4 corporate earnings of last year and go into the factors that shaped the earnings growth for various areas in the economy. They discuss the shift in the economy and what it means for the future, touching on the difference between monetary and fiscal stimulus and its impact on investment returns. Tune in for a thought-provoking conversation on the impact of macroeconomic factors on corporate earnings.
Disclaimer: This episode was recorded on the 22nd of February 2022.
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