bob iger is definitely the right person to do it. there is a lot of confidence, but it will take time. caroline: shareholders observe the opportunity to support disney's turnaround under bob iger. navan issues that have been plaguing the company for decades. what can be done on those three? >> succession has been a theme point for bob iger, but cfo was a huge issue. they have a slew of board members that they actually brought to the board. lucas pointed out someone who has a rich experience in content creation. and then you have james who is a real heavyweight. they can get a lot of perspective there. again, i think they have all the things in place. we have to see what they do in terms of strategic action. there is also the outstanding issue with hulu. ed: they basically state that is the is the world leading entertainment company. they say in the statement this morning, as legacy technology transitions to digital platforms, we believe disney can leave the media industry forward. does bloomberg intelligence share this thesis about d

ed: iger has the support.hey put out a joint statement in which they basically said at a time where the big tech companies are coming for media companies, disney is best placed to leave the industry. we don't know the size of the steak and his neighbor bloomberg has reported it is large and growing and then you have nelson pulse. he wants to put himself on the boards and address what he sees as overcompensation of disney executives, misalignment of governments. he zeroed in on the failures of the last 18 months. the botching of succession. the most curious part is blackwell. it's a tiny active hedge that has a kind of minimal steak. i asked the question earlier and i put it back to you guys -- is this kind of enough to appease peltz? doesn't seem like it based on the response. sonali: he tried to say i have not joined the board yet. is there anything that can be done more imminently to appease the activists? ed: he has embarked on this cost-cutting exercise, targeting $7.5 billion of savings. the criticism of

it does kind of count as a pr win for bob iger.been under pressure since he returned as disney ceo in 2022 at the back end of the year to try to get the company. back on track nelson peltz's succession plan was a disaster. he does not like the strategy. he thinks executives are paid too much. the net result is can these two activists and supportive iger helping put together a board that appeases everyone? guy: what are the chances of success here? what does peltz think in terms of the latest of elements? i see this as being hostile to his view. ed: disney has its board nominations. blackwell is very tiny and small. to put forward three completely separate board nominees. different to those that disney had proposed. i go to the size and scope. in activist battle does having the most shares automatically mean you win? we know that triom and nelsonn -- trion and nelson peltz has a $3 billion taken disney. it suggested is getting increasingly larger. is it enough to appease shareholders outside of those three if a compromise is reached

how does bob iger deal with cord-cutting? the whole thing to apple or, or amazon but he can't do that because biden administration won't let him. here's the thing. i don't want to pick on them but i want to make a general statement, linear tv. >> linear. i'm sorry, lineal. i'm thinking lineal. this is linear tv is in really desperate shape, cord-cutting, you name it, lower subscription fees, ad market has not come back. that's a snapshot what is going on with a company once the darling of wall street. everybody is in the same soup to certain degrees. i think david zaslav is doing better at warner brothers discovery. he is a master cutting that balance sheet. bob eiger is not. let's go to coinbase. there is a huge case in the southern district, sec versus coinbase. the judge heard arguments today. will rule whenever. i will say this if the judge rules in favor of coinbase, now coinbase essentially is being charged with selling a unregistered coin. if the judge rules in favor of coinbase, they're fighting back and sec has been

since iger came in and iger was a master during the years. it was all of the best of media and entertainment. that group of companies no longer worked together, and he is having difficulty selling any of these pieces at prices he thinks they're worth. they still have espn. they still have abc. yes, you can cut some people and you can cut parts of the streaming universe from disney plus, but they still own disney and disney plus was great for kids, and they should keep that. do they want to compete with netflix? no. what are they going to do about the broadcasting business, with espn? everyone has these questions and they're not answering. >> netflix getting a target raise. josh, you've been watching netflix. is this just still winner takes all when you're talking about streaming when it comes to netflix? >> there are too many players. netflix won already. if you ask who won the streaming wars, they are over. netflix won. it's the only profitable streaming service, period. profitable, still growing. the largest and still growing. disney is mor

programming decisions made by bob iger's predecessor.estion now is getting the content that's going to get people -- get audiences out to theaters in the same way that "barbie" did and "oppenheimier" being one of those universal films that helped. bob iger says this is an area he will be focussed to make sure that the films are the kinds of blockbusters that they have traditionally had. and some acknowledgement that maybe some disney films suffered because they were being produced during the pandemic. s >> there's some out there saying maybe a breakup is the way to go. so the fact that's even, you know, not considered implausible tells us about the struggles of that division. in any case, we have a lot of work cut out for them. >> i would just say, kelly, that the movie studio has always been seen as an engine for the rest of the whole company. so the franchises developed for the movies are then exploited across the different platforms, not just disney plus but the theme parks. think how intertwined those businesses are. you go to the th

iger can come on and say that mr. peltz is of no value. come back and say, it is -- when your record is as bad as disney is, then you would want change if this were, let's say, and i know david thinks i'm beleaguered, but if this were the nfl, do you think any of those board members would still be here? i mean, i would fire the assistant linebacker coach before i'd let this continue >> part of it does go back -- let's not forget there was a different ceo for a number of years. >> you just -- bob chapek. >> you may want to criticize the board for the lack of success in succession >> what is amazing is that's a very heavyweight board it's not a board of honorarium people >> it's got a lot of very serious people >> it is a little -- i mean, it's quizzical how about that it's quizzical, the performance. but then i can understand people being very angry unless they didn't own stock full disclosure, my travel trust as taken a big bath on this, so i'm not -- i don't like to lose money. it feels awful and this is not like doing daily fantasy where

. >>> plus, drama at disney a couple nor players joining the board room battle, backing bob iger. should investors cheer or jeer this move? >>> and later, could pharma stocks feel a bee owe tech buying spree? a buzz kill on sofi after a strong finish to 2023. and t-mobile hitting new highs again. how are they dialing up these gains? i'm melissa lee, coming to you live at the nasdaq. on the desk tonight, tim seymour, steve grasso, courtney garcia, and guy adami. we start with a crude awakening. the move coming after the u.s. warned houthi militants against further attacks in the red sea. opec pledging to maintain support of oil prices. the rise in crude helping the energy stocks rally. the sector the best performer today, accounting for 9 of the to 11 stocks in the s&p 500. so, tis this sector about to ge its moment in the sun? guy? >> when you put letters together -- >> acronym? >> thank you, tim. >> words. >> words. >> great place to start. >> and we're going to do that again this year. >> i can't wait. >> what was their name? >> who? >> dawn. >> that was years ago, tim i mean, w

bob iger came riding in on the why is horse, everyone cheered. not done well, and now nelson peltz is rattling the sabers. >> yes, this week has been a big one for disney. we had some activist interaction. nelson went off and wanted those e two board seats. we'll see what happens there. but as my colleague howe points out -- jack p.o.w. hoints out, there's a number of challenges facing the companiful it's not only the thing like the marvels movie which was really quite terrible, but, you know, we also have dreaming -- streaming in the background going on. the bright point, of course, is the parks. those are always a nice boost for investors and for, you know, folks that do actually enjoy the disney parks. but, you know, when it comes to some of the fundamentals, i mean, streaming is obviously a big one. we need to keep looking at how that works out. i love the loki show that was on disney+, but it's a tough game, and i don't know their subscriber numbers are exactly where we want to see them. jack: they're way below their target for 2024, right?

including bob iger holds more than $15 million of disney stock. may sound like a lot to retail investors. it is not. these board members are very wealthy. iger is worth a lot of money. they should be more invested in disney stock. disney is up 2%. humana need to defibrillator, it is down 8. 5% off a 52-week lows after the company lowered its adjusted earnings and warned about higher medical costs. the news has had a ripple effect on the rest of the healthcare sector. they are down 2%, sigma down half of one%, unitedhealth group taking it as well, down 2%. joining me to talk -- the question why president biden didn't mention bidenomics in the speech he gave in the last hour. you worked in front of the camera, there were strong economic news that showed jobless claims unexpectedly fell. we are not here to weigh this either way but why didn't he mention bidenomics in the speech today? >> thanks for inviting me. glad you highlighted these numbers. yesterday we had an equally nice upside on retail sales clearly connected to strong labor market easing i

new strategic insights as for ceo bob iger, his compensation came out in just under $32 million last year. that's down from nearly $46 million in 2021. >>> bp meantime is appointing interim ceo murray auchincloss as its permanent ceo after the former resigned over past relationships with colleagues. the decision marks the end of a period of uncertainty for the london oil giant that's seen its shares fall more than 16% over the past three months. >>> and a temporary spending bill aimed at preventing a partial u.s. government shutdown set for saturday its first procedural passage was in the senate when the chamber voted -- i'm having trouble reading that -- 68-13 to advance the measure. many lawmakers were absent due to weather it keeps the legislation on track to be approved in time to meet the shutdown deadline and keep the government funded through at least march 1st march 1st, frank i guess we do this a little bit at a time. >> you're going to get by with a little help from your friends, bertha we're going to see you later in the show. >>> switching gears, wall street bracing for a

you heard what bob iger said, disney has led a lot of people down and all of the viewers and childrenoss this great land. do you believe that disney is now leaving the local stuff in the dust? >> i don't know that. they might say they are trying, but i think it is so ingrained there. actually, i was thinking about this today -- quick story, when i was at espn, this was 10-12 years ago. at one point we received cards to put in the little pass we get with security on and off campus. it was about the hispanic initiative and held by the end of the calendar year, they wanted to have a certain number of hispanics. every position across the company. what happened on the production side and all of a sudden, white men who are in positions high up on the shows were all of a sudden pushed aside, sent elsewhere, in the company or out, replaced by all hispanic men. the thing is we all know we want diversity and i believe the vast majority of the people want that. but when you fire somebody because of the color of your skin and to bring in hispanic people in this case actually were not skilled and

bob iger lining up allies as we he tries to stave off attacks from billionaire capitalist nelson peltse activist hedge fund blackwell capital is proposing three nominees to the does nea board who would champion iger's strategy. bare rack gold speak with key investors to consider a possible takeover of the canadian copper producer. first quantum surging off the back of that news. the company lost half of its value though and this is down to the sudden closure of its mine in pan in a. sources say barracks approached investors late last year. two years in a row now global banks making more money underwriting bonds and providing loans for green projects versus what they earn from financing fossil fuel activity. the world's top lenders generated about $3 billion in fees from green deals. by comparison they brought in less than $2.7 billion from fossil fuel transactions. markets, well, equities, are regionally speaking on the way down. we head to the lunch break in about five minutes. it is energy which is doing rather well. oil rising for a second day here. it's really down again to geopoli

he questions bob iger's leadership and he's not going to let up.factor in nelson's thinking. the thinking is the total share over turn is abysmal. it's hard to argue. remember i said it's hard to argue with certain situations because the numbers are bad? >> yes. >> like empirical i made some bad moves you have to talk about the bad, talk about the 1200% gain in nvidia, this is a bad move for anybody who bought it, including me. they like the independent voices coming in but he doesn't think it's enough. remember he's got $3 billion worth of stock and he's got mr. perlmutter's stock, part of that mr. perlmutter i've known for a long time, he has a big position -- anybody who's happy is brain dead. i'm really happy with the loss, this was a good loss. i don't like the playoffs, i'm going for a draft pick. there's no draft pick if you own disney. you don't get the draft pick. you throw the drink. >> you're talking skin in the game? >> yes. >> by the way, $300,000 does go to charity. you know, the temper drink? >> yes. >> goes to charity. and i underst

they're nominating directors to run against not disney and iger but the more hostile tryan and nelson that peltz nominated himself and former ceo to the board citing lack of stock performance and stock up 2% over the past year after 1.5 billion loss in the streaming division and underperformance in the movie division. today disney is up just under 1%. a choppy session after the stake steak house parent added two new members for the board. change comes as far of agreement between blumen and star board and boosting the price target from $30 to $28. barclay is lifting from $31 to $27 and they may be encouraged but investors are not and stock is down 2.5%. house speaker mike johnson getting a bird's eye view on the border crisis from eagle pass, texas, in the last few minutes. we're going to take you there and show you the at the president asks for more money to fix the issue. the national debt tops $34 trillion and the president asks for more money. sheila bai ran the government's agency that backstops the government agency for your money and we're going to ask the former chair what migh

i would think bob iger would not really enjoy right now. how is this all playing out internally? >> yeah, well, it causes major tensions, especially with the pat mccalf fi show. this isn't the only controversy they're experiencing internally. i think what you're seeing is there is a certain type of internet culture where voices like aaron rodgers, the joe rogan types, the elon musk types, they gain so much popularity. if you're a traditional media company, you want to tap into the zeitgeist of what's happening on the internet. of course what we're seeing is it comes with some brand safety risks. you don't want infighting between two different voices in two different shows within your company. for disney and every media company watching this unfolding, you have to figure out wla hat r boundaries are going to be. >> aaron rodgers is paid for these appearances, right? so jimmy kimmel is paid by disney, aaron rodgers is paid by these appearances. that makes it even more different than having a guest on, like our guests are often not paid unless

saying blackwells would supportive of ceo bob iger's work.'s. including a former warner brothers executive. founder of taskrabbit and co-founder of the tribeca film festival. blackwells owns a disney stake worth only $5 million. that's right. m, million, not billion there. that's compared to trian stake of about $3 billion and disney the overall market cap of $166 billion. this is an interesting move and seeing how things will shape up, you can bet, mike, getting a lot of back and forth. people taking sides on this battle we've been watching so closely. >> no doubt about it. >>> look at what the market context is for all of that, becky. two-year anniversary of all-time high in s&p 500 around 4800. january 3, 2022. here is the two-year chart. kind of this hammock effect right there. suspended around the 4,800 mark. a little payback for the very, very strong final couple months last year. nine straight up weeks. everybody in every statistical measure saying overbought. crowded stocks mega top of the nasdaq clearly had selling pressure pent up i

i'll tell you why, bob iger admitted they have forgotten how to tell stories -- can. still own it? >> that's when you buy stuff, when e people realize they need to pivot, and disney is pivoting. and the fact that activist investors like nelson peltz are going in there and say let's focus on cash flow, they had a billion dollar loss, actually $1.8 billion in the second quarter loss on streaming. guess what? now it's only a couple hundred million, so we may actually see that thing start to go positive again. i'm very good with owning disney right here. it is when you buy it, stuart. stuart: whatever you say, firm on disney. >> i actually liked oppenheimer. stuart stouter i thought it was brilliant. >> yeah. and what that guy did and what he went through, it's staggering. but he had this guilty complex, and that's why he went through what he did. stuart: great movie. coming up, critical race theory, even kinder kindergarteners develop racial biases. guarantee we're all over that one. >>> the epstein documents are out. the full report next. ♪ you know what's interesting t

. >> we don't know how long iger is going to be around either. what does iger need to do? because he had ample opportunity to do that and it doesn't seem like we're getting one for the streaming business, which is the most promising part of the disney story as far as getting the stock price higher. >> yeah, there is a lot of fires that have to be put out in the past year, right? we have been saying for a long time that their pivot to streaming under chapek didn't make sense. they started to make more and more regional content, never raised prices, slow to raise price. they have to undo a lot of that damage. there are fires on the content side, linear, all the other analysts is falling apart. to me, it is really getting control of hulu, and then laying out how does hulu and disney plus fit together? is there one app, integrated, what do you do about international? there is a story that they're going to divest india or create a jb. so to me '24 has been the laying of the foundation of how streaming could move into that band of profitability of 15 and 20%. that's the major ar

you heard what bob iger said.ney has let a lot of peopledy down, not just shareholders, but all the viewer h lots, all e children across this great land. do you believe that disneychilds is now leaving the woke stuff in the dust? i don't know that it's they might say they're trying, but i think it's so ingrained there. >> you know, i actualls soy i ws thinking about this today. >> quick story, jesse, because thinkingk story,, this is probably ten or 12 years ago, at one point, we received card s to put in the little past that we get in and out securityc about and on and off campus. >> and it was about the hispanic initiativ e and how by the end of that calendar year, they wanted to have a certain number of more was in every position across the company. >> what happened on the production side, pro on the show side, with that, all of a sudden, white men who duside anda suddenwere in positp on sports and are on these shows where all of a sudden pushed aside fans elsewhere in the company or out replacedyr by all hispa

but i understand that the ceo, bob iger, made a ton of money.es fell. $31.6 million total compensation for last year. of that doubled the prior year. he was brought in november of 2022 to fix the company, right? if did he do that? activist investors don't think he did. they're annoyed at the share price in disney, and they didn't get a seat on the company's board. the disney board nominated 12 directors including mary barra, ceo of gm. none of them were nelson peltz or an activist investor. stuart: okay. but bob iger is a liberal democrat. i wonder if he agrees with raising taxes on the rich. [laughter] i'm moving on. i'm not touching that with a 10-foot pole. spirit's stock is off, what's the percentage terms? down another 18%. this has to be because the her ier is with gent blue is dead can. lauren: the best case scenario for spirit is filing for chapter 11. stuart: okay. lauren: exactly. a federal judge says it would harm pages by taking out the cheaper competitor, which is spirit. it was a $3.8 billion deal. it would have made a combined com

bob iger that terrified of his wife t. d he didn't learn fromidback the backlash when he gave snowlv white seven transitioning dwarves. >> in fact, in disney's latest fiscal report, the company admitsates that consumersny a perceptions of our position on matters of public interesdmit present risks to our reputation and brands. in other words, our audienceand. hates us. disney is only slightly ha audiences. >> they enjoyed baker'spular selfieswi tell abc the island gets better reviews at disney d world and it has feweris rides.r that's not true. >> even iger recently admittedso to stockholders that. >> we lost some focus. true, disney is producing end up to make ted kaczynski jealous. >> what disney seems to have decided is more important than their stock price is placating the left against all things fine and good and american, and especially our awful toxic masculinity. >> see, when they started out, the star wars movies were essentially men shooting shr. o tothe >> but who needs that when you can just go to chicago? but

it's all been happening on espn which disney ceo bob iger owns.mell called rodgers a whack o for speculating powerful forces are trying to keep a lid on the epstein client list. now we know there is a list and it has been supressed, and famous names like steven hawking, michael jackson and bill clinton keep popping up, aaron rodgers feels vindicated. >> something to do with the epstein list that came out. >> that's supposed to be coming out. >> i have been waiting in my wine cellar. >> there's a lot of people, including jimmy kimmell, really hoping that doesn't happen. >> please! >> jesse: kimmell took that personally and thought rodgers was accusing him oven being on the epstein list. first kimmell threatens lawsuit in a lawsuit then on jimmy kimmell live he came out swinging. >> we learned during covid somehow he knows more about science than scientists. a guy who went to community college then got into cal on a football scholarship and didn't graduate. someone who never spent a minute studying the human body is an expert in the field of immunol

immunity for those types of things if you're not pat mcafee, real quick jamele what is going through bob iger's recruited pat mcafee, these are two of his networks. >> you have to think on some level, there was some of this that he expected. i don't think he expected in this form. he probably did not expect aaron rodgers to single-handedly launch this kind of, de defame one of his biggest personalities of the network, in jimmy kimmel. or however you want to look at it. telling on talent crime, is very frowned upon. what he is hoping is that after this week, this will die down, and aaron rodgers stays a way from jimmy kimmel, in terms of talking about him. this is the last of it, it will run its course and everything will go back as normal as they can be. there is a lot of important precedents, from pete speaking to people who are still there, and former u.s. kia mers. how this plays out, it always does. >> jamele hill, thank you very much for all of that. i should say that cnn reached out from espn to for a statement, we've yet to hear back. >> donald trump isn't the only politicians speaking o

david: you remember when bob iger bought the fox library. advantage because they had such a huge library. they seem to be struggling a little bit right now? michael: originally when the services launched it was a library that brought people there and the original spread it's now flipped in other ways. they have to keep producing originals. people want to go back and see some of the older shows but it's the originals driving people. as much as these other companies apart from netflix says they are going to cut back on spending on programming they do not have a choice compared to netflix and amazon prime they need all of those new shows in order to not only get you there but also to keep you there. >> i want to talk about live sports parade we have the netflix wwe deal yesterday. a lot of people taken by surprise especially by the price tag. you think about the live sports audience and people watching traditional tv and you think about the hysteria over the dolphins chiefs game earlier this month on peacock. i dad was texting me frustrated wit

for those types of things if you're not pat mcafee, but real quick, jamele, what is going through bob iger'swo of his networks. >>> you have to think on some level there was some of those that he expected. i don't think he expected it in this form. he probably did not expect aaron rodgers to single-handedly launch this kind of defamatory -- to defame one of his biggest personalities on the network, or come close to, and how everyone to look at it. a talent on telegram, as you know in bid networks, is very frowned upon, okay? so i think right now is what he's hoping, is that after this week, it will die down and aaron rodgers stays away from jimmy kimmel so to speak in terms of talking about him that maybe this is the last of it, it will run its course, and everything will sort of go back to as normal as they can. but they're a lot of important presidents that were set here and i know from speaking to people who are still there in former espn or's, i think it will be interesting to see how this plays out, if some similar situation pops up because it almost always does. >> reporter: it probabl

salary package of bob iger. >> he got a raise.hat's true he gets the stock up, he would be very happy. >> you have to account for it now, but it's on the come. but it was twice what he had last year. $31.5 million is what it's valued at. >> probably working harder >> he's working hard maybe harder than he thought he would have to. >> yeah. >> he's got a couple of years to go we'll see. >> remember, this is -- a pprops of the maple bear merging with doordash and uber, this nfl story, keep it alive, david, that disney may be doing some deal with the nfl? or is that just fatuous? >> there are those who try to understand it from the perspective of why the nfl as a league would want to own part of one of its distributors, does that impact its ability to negotiate with other distributors for its product that said, if you can contribute the nfl network instead of cash and get some sort of value in it and then own something there, maybe it makes some sense. these talks overall for a strategic investor in espn do continue i think i've shar

we talked to bob iger today. >> stop. don't advertise. >> you don't want them to advertise?u mean? >> if somebody is going to blackmail me with advertising, the money, go [ bleep ] yourself. >> but -- >> go [ bleep ] yourself. is that clear? i hope it is. >> he specifically invoked bob iger's name directly. >> yes. >> start playing the victim, as if they're arbitrarily deciding not to -- >> well -- >> he said that x will collapse, and when it does, it'll be the fault of the advertise rs. >> and the planet will see it's the fault of the advertisers. i said, "look, a lot of the planet may say, elon, it is your fault, because the advertisers aren't comfortable being there." we had a discussion about what it means to be liked or disliked. he said, bring on the hate. then we got into a conversation of trust. how much is it important to be trusted? given the influence and power he has with x, and he sells cars, you'll get in his vehicles. spacex has deals with governments. starlink is a communication device being used in the middle of wars, ukraine, russia, israel. it was fascinat

. >> jessica lost 400 million last year they brought iger back and lost almost half a billion dollars companies are already starting to, you know, dump the ei what's taking hollywood in disney so long? >> the fact they're actually making a ton of money on movies that are, would be to you guys woke affied so little mermaid in top ten grossing 570 million and let's go back to wakanda forever and black panther in the top 6 highest grossing superhero movies ever made -- right, in competition with batman and supermans all of it -- >> promasculine. >> from -- >> black -- black men right -- >> can't be black and masculine jessica what is your problem? >> don't that. you know exactly what i'm saying there was -- >> this is what we're talking about here is -- it is talking about the toxic masculinity of "star wars" but woman as if she's left wing nut job on twitter two oscar seven emmys only to won two directing oscars by age of 37 and because she made a few comments in an interview who isn't to say this is a "star wars" franchise that will expand the base that will make people feel seen in a

he's chairman chris iger. this coming in that former president trump will have a rally in a few hours in new hampshire with his formal rivals, senator tim scott, vivek ramaswamy and governor doug burgum saying his america success policies will unify the nation. what do you think? >> well, first he has to win the nomination and the polls right now indicate that he looks pretty good in new hampshire. but our voters can throw a curve ball and we'll wait and see what happens tomorrow night. whoever does win the nomination, i believe they'll unit the republican party and has to unit the country. we have a lot of big problems that need solved, and people are getting sick and tired of politicians that talk and don't do what they say so hopefully the republican nominee will get in there and fix things. elizabeth: mr. ager, your point is well taken. how much are swing voters in your state a factor? polls show 40% are independent voters in your state. swing vote is the biggest force in american politics right now. how a

according to bim iger, a major player in the escort industry in geneva, such rates are common. 2.0 francse estimates of studies of international labor organization, the turnover created by proposals this kind could grow to $10 million during the week of davos. we are transported to davoz, switzerland is in direct contact, journalist alexander pesky, we seem to understand about politics, let’s now talk about leisure, it’s true what they write. what they are talking about: prostitutes, special clubs with drugs and all this is expanding during the economic activities of the forum. well, how could it be otherwise, because during the forum, for a whole week , the city of dovoz with its suburbs is absolutely isolated from the rest of the world. the swiss army stands with machine guns at the ready, the police does not have access to hotel rooms or others, does not have access to cars. well, the bigwigs of our world who allow themselves to participate in davosi, and let me remind you that participation costs the cheapest ticket, more than 30,000 dollars, so we end up with such a reserve, where th

bob iger hightailed it quickly. a couple weeks ago, he made headlines telling democrats they should vote for haley. his bottom line message of treating people better is a good one. >> how can you argue? >> pierce always a pleasure to have you visit from your charming little island called england. we were talking about this in the greenroom. unless you pump the brakes on this rhetoric, it is only going to get worse. the problem is, as we show with joy reid, if it is your profit center, racial divisive rhetoric, what are you going to do? >> the irony. i remember after 2016, i was in new york. trump won. it was like a ghost town. everyone was in anaphylactic shot. i went to the knicks came the next night with my son. chris rock, by chance, was next to the table. we got talking. i said, what do you make of the election? he said, whatever, whatever. i said, why do you think trump won and hillary lost? he said, because someone has killed eight people, don't go around constantly saying he has killed nine. i thought it was

even iger recently admitted to stock holders that we lost some focus.e, disney's producing another bombs to make ted kaczynski jealous. what disney decided more important than their stock price is placating the left jihad against all things fun and america and especially our awful toxic masculinity. when they started out the star wars movies were essentially men shooting at each other. but hey who needs that when you can just go to chicago. but at least storm troopers didn't hit so many bystanders. but star wars films have always been traditional westerns set in space they were militaristic physical battles between good and evil and then disney came along and turned it into a big pile of mickey mouse [bleep]. because if those movies feel good to us then that means masculinity can be good. and to the left that's toxic on any planet. same reason cops today are supposed to be social workers and our military a transgender day camp. because to the woke the only permissible testosterone is the kind injected into a female power lifter's ass. sense then there's

they brought iger back and almost lost half a billion dollars.starting to dump dei. what is taking hollywood and disney so long? >> jessica: the fact they are actually making a ton of money on movies that would be to you guys wokified. "the little mermaid" top grossing, and go back to "wakanda forever," "black panther," top six grossing superhero movies, in competition with batman and superman and all of it. >> greg: very pro masculine. you can't have black and masculine, jessica? what is your problem? >> jessica: don't do that. you know exactly -- >> greg: this is what we are talking about, the toxic masculinity of "star wars." >> jessica: you are also talking about this woman as if she is a left-wing nut job on twitter at. she two oscars, seven emmys, the only person to have won two directing oscars by the age of 37 and because she made a few comments in an interview, who is to say this is a "star wars" franchise that will expand the base and make people feel seen in a way that hasn't happened before. >> greg: don't go to movies to be seen. >>

remember, bob iger hightailed it quickly and stayed on at least until 2017. made headlines telling democrat they should vote for haley because trump would be so bad. he's kind of all over the place, very transactional. but the bottom line of treating people better is a good one. >> greg: piers, a pleasure to have you visit from the charming little island called england. we were talking about this in the green room, that, unless yoe kind of pump the brakes on thish kind of rhetoric, it's only going to get worse. the proble.m is, as witht joy reid, if it's your profit center, racial divisive rhetoric, what are you going to do? >> piers: for her to talk about crazies, my god, the irony. after 2016 i was in new york and trump won and it was like a ghost town.wn anyone was sort of an i anaphylactic shock. i went the next night with my son, and by chance, chris rock was at the next table. we got the talking. i said, what do you make off election connect and he said it's whatever. i said, why do you think trump won and hillar ty lost?ne if someone's killed eighteo p

he slammed the job done by the current board as well as the c, ceo bob iger. >> last year, he got paid. earnings were down. they missed everything. the stock was down. everything went bad and he got $31.5 million. you know, i don't understand what this board is doing. i don't know what they're there for other than friends of bob. that's what this is all about. just friends of bob. it's a hand-picked group of directors who are not doing their job. >>> apple shares rose 3% on thursday after a bank of america upgraded the stock to buy from neutral. the wall street giant says the a.i. features will drive demand giving the stock target price of 22 $225. >>> youtube has joined netflix in not planning an ad for the apple for the vision pro headset. bloomberg is reporting that spotify is not planning a new apple for the vision pro ahead. february launch. they will have to use a web browser. that is not a massive vote of confidence. i fail to see how the vision pro is going to make a dent or splash here when it comes to revenues. do consumers need the mixed reality headset? >> i think from a pr

as for the high profile proxy battle at disney, he says the tide may be turning in bob iger's favor.after this. >>> welcome back to "the exchange." they call it the consumer electronics show for a reason. it's not just phones and cars being unveiled this year. hair dryers and showerheads are also making an appearance, thanks to the likes of laurial, which just announced a slew of beauty tech products and shares are up more than 20% over the past year as the beauty category remains strong. joining us now is the ceo. nicholas, welcome. >> hello, kelly. very nice being with you. >> without making this too personal, we're curious, this is a water pressure showerhead we understand, and infrared hairdryer, and what else? >> well, we've been here at the cex presenting products for almost ten years now with many awards. today, we unveiled the newest innovation not known is ally pro. it's a revolutionary hairdryer that uses infrared lights instead of heating rods that allows to dry hair 30% faster without damaging the hair, 30% more moisture, and that's very important to us in a more sustaina

i am not hearing that from nathanson or iger. jonathan: how do you break it?off game on streaming platform so people don't have. i asked him how do you watch the football on? any could not answer the question with the direct answer. that's a problem for all these sports. the great example is boxing. this used to be something everyone watched together. it's always on the streaming platform. i don't pay to watch it. are they about to break it? you talk about the watching experience. they have had massive success and their about to break it. >> i totally agree with you. it makes me angry is a consumer analyst. the playoff game is a top game of the weekend. i saw the schedule and they are putting it on peacock? we have to pay $60 a month just to watch it? i think it is greedy. i know why comcast is doing it but i think they are overreaching i think you are right, there is a feedback loop that says these guys don't care about the fans there in it for the money. and that's just loud and clear putting this game on peacock. jonathan: the problem was sports as you buil

oh my gosh another superhero but i mention bob iger sitting wherever the disney headquarters is to beike should reprint a billion dollars are not? i think we should so let's make another marvelul movie. unfortunately a lot of incentive structures are theref for people who are in positions of leadership to contain to do this and that's especially true on my side. jocelyn said she's optimistic in many ways i have a little bit of optimism on the national scale. in arizona and deeply deeply pessimistic because this is a necessary ingredient for winning the republicanpr primary in the state of arizona is to say that 2020 election and now the 2022 election and maybe others were stolen in order to win the republican primary and in some ways politicians are behaving rationally and there's simply going along with an incentive structure and then we get people who you heard from who will continue to be a rage because they hear from people they trust in people they believe that the world is being stolen from them and so then we get voicemails like that in that will be hard to breakout of that cyc

it wants to be in bob iger at disney's position. they know -- look at donald trump's tweet tonight.ter nikki haley donors. they know they have to, at the very least, the sort of on his good side, are not his target. >> they clearly believe they have to play a very careful dance with donald trump. whether people agree with that ethically or morally is a different story. the fact is you saw what he said tonight, he brought up this idea of revenge on nikki haley's donors. some of them have ties directly to donald trump. one of them, named henry kravis, is co-hosting an event in new york in a matter of days. and he was a donor to donald trump's first inaugural campaign. at least that's what i'm seeing, reading through the data. so this is the situation right now for these folks. they're trying to kind of play this balancing act, as donald trump surges, what appears to be on the path to the nomination. and it is interesting, while i say that, we think about there was so much discussion last year for things i've heard, things i've seen, either public statements about wall street executive

iger is a very good ceo and this company which has faced challenges will be fine in the long run. >> you're not just saying that? >> not just saying that. >> let me ask you about the markets. the dow just went positive on the session and the s&p and nasdaq are higher. finally, a bit of a change in sentiment. it was a bad start to the year, and i think depending on how today goes, the january indicator would tell us that maybe the whole year we could be lower and perhaps you're right that could be optimism. >> buffett, one of the quotes that i love is you pay a big price for consensus and i do think we went into this year right before christmas and we went from a lot of pessimism and center they we would have a recession to a lot of optimism and there's way too much consensus that there's not going to be a recession and that interest rates are going to drop and that the stock market will do well. >> i happen to generally think that consensus is right, but it always makes me nervous when things are optimistic and things can still go wrong and often for reasons we don't expect and china

business diversity -- business advisory group, and he stayed on much longer that many of the others bob igertailed it quickly stayed on it until 2016 and telling in democs they should vote for haley because trump would be bad and he was transactional but bottom line message of treating people better -- is a good one. let's listen to it. >> how can you argue. pearce always a pleasure -- >> wonderful pob back. >> a little island called england we were talking about this in the green room that you know, you know, unless you kind of pump the brakes on this kind of rhetoric it is only going to get worse and the problem is as we show with reid if it is your profit center racial divisive rhetoric what are you going to do? >> my god the irony, i remember -- after 2016 i was in new york, and trump won and it was leak a ghost town like everyone in in a shock. and i went into the new york knicks next night, with my son, and by chance chris rock was next to a table. we got talking and i said -- what do you make of the election he said whatever, whatever -- i said why do you think trump wanted hilary las

. >> and it's all been happening on espn, which disney ceo bob iger owns. last year, kimmel called rodgers a concussed wacko for speculating that powerful forces are trying to keep a lid on the epstein client list. >> and now that we know that there is a list and it has been suppressed and famous names like stephen hawking, michael jackson, david copperfield and bill clinton keep popping up. >> aaron rodgers feels vindicated. >> so something to do with the epstein list that came out. >> it feels feels like it's close to coming out to and that's supposed to be coming out soon. >> this guy's been waiting here. i've waiting in my wine cellar for whole lot of people, including jimmy kimmel. >> i really hope it is not now, kimmel took that personally and thought rodgers was accusing him of being on the epstein list first. kimmel threatens rodgers with a lawsuit and then on jimmy kimmel live, he came out swinging. we learned during colbert. somehow he knows more about science than scientists. a guy who went to community college then got an account on a football s

another hedge fund is also proposing three nominees to the disney board who will champion bob iger'segy. bloomberg has learned that very gold spoke with investors to consider a possible takeover of the canadian copper producer. first quantum shares surged as much as 15% on the news. the company has lost half its value after the sudden closure of its mine in panama. the ceo mike bristow approached investors late last year. haidi: take a look at currencies . we are seeing upside in the bloomberg dollar index. 0.25%, inching higher against its g10 fears after the biggest daily jump since march in the tuesday session. we did see that on account of treasuries steepening, the release of minutes from the federal reserve's december meeting adjusting that the narrative could be higher rates for longer. that is adding to more of that persistence of dollar strength. to that end, we are seeing the decline in the aussie dollar at 67.32. a bit of pull back as we have seen that exuberance of iron ore prices going higher, feeding into some china optimism and driving the aussie higher in the past few

. >> i'm not saying to bob iger, who is a green bay fan, a long shot when you're playing in dallas, ising, wow, are we doing badly. i think the opposite. but that stock is doing badly. that's one of the worst stocks i've ever seen. holy cow. >> disney? >> this is one of the reasons why -- why is nelson peltz so upset? someone asked me, why is nelson peltz so upset? i said, how about because the stock does nothing but go down. >> there are some external factors. i know goldman trimmed their domestic box office estimate for the year in part because of the production strike issues. >> but also, i think that there's a sense that disney used to make so-called wholesome movies. those of us who are in the -- like i like the rainbow, i mean, it's more of a rainbow approach now, but there also is a recognition that there are places that don't want what so-called "woke" movies are. i'm not in the generation that says "woke." >> even desantis last night in the debate talked about a so-called woke disney. jim, netflix, i think this is the first peak above 500 -- is it ever? $485? july. above $500

. >> niners, although i think our friend bob iger, jordan love and their d are good.eir year yet. just the cowboys were a bunch of fugazis. >> i have nothing to say. >> you have nothing to say. >> other than the chiefs hat. >> week ten ran out of stuff to talk about. >> i'm an andy reid fan and i wear that hat proudly. >> what's on tonight? >> i'm going to pick the best regional bank. there's been so many and it's a great place to be. you have to be in the right one. you can't be in the wrong one. we'll have the right one. i want the bills sentimentally because i love to see them win a super bowl. but they seem to be on paper a better team than andy reid has. andy reid is a motivator. shawn mcdermott, this is the battle of andy reid and his disciples. >> no wonder they saved that for sunday night. >> yes. >> mcdermott is a great plan too. >> see you tonight. consumer sentiment and existing home sales in a moment. is overwhelming. but i never just found my way; i made it. and did all i could to prevent recurrence. verzenio reduces the risk of recurrence of hr-positive,