The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere.
Jason Moser and Matt Argersinger discuss:
- (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere
- (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade
- (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals.
(31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo.
Stocks discussed: DIS, NFLX, ABNB, UBER
Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser
Engineer: Dan Boyd