Joining us here at Post 9 is Guggenheim Partners investment management CIO Annne Walsh. Anne, it's great to have you here. Hi.>> What a treat. We haven't seen you in a while. So, how are you thinking about the the 2026 outlook after another strong year for the overall market.>> So, let's break it down into the economy and then market. So, 2026 looks like it's shaping up to be a year of what I refer to as equilibrium. Um, we're going to have, I think, um, on trend growth.So by trend growth is sort of you kno ...

the former director of the National Economic Council during President Trump's first term. Gary Con, also the former president of Goldman Sachs and current vice chair of IBM. Got it all in.Gary, welcome. Always good to have you after Fed day like this. So, what do you think they're going to do next.>> First of all, it's great to be here. >> Thank you. >> Well, look, I I think we're in the same place we've been for the last year. And what I call that is we're in the sort of great dilemma. And I think the Fed' ...

as disappointing revenue and those higher spending fears revive over whether or not these AI investments are justified. Our Sema Mod's been watching that uh shares are off of the session lows at least, but she has more in today's tech check. Hey, Sema.>> It's clear that the market is growing impatient with Oracle's inability to articulate the precise amount of debt it will need to take on to fund its data center expansion. On the call last night, Oracle executives did say its debt would be substantially les ...

Bob, at the same time you you announced this deal, uh, you I I've reported on a cease and desist letter that was sent to Google. I I would imagine there's not a coincidence in terms of the timing. I'm curious as to what your conversations have been like with other platforms, including Google, and why you chose to make that move today.Well, we've been aggressive at protecting our IP and um and we've we've gone after other companies uh that have not honored our IP, not respected our IP, not valued it. Uh and ...

It's fairly uncomplicated. Corporate lovemaking, M&A. Okay, this is a book we wrote. We both wrote both books on M&A.This was the third one written since Ivan Bowki went off uh to somewhere. And uh basically uh the notion of company A and company B having a bidding war. Come on.That's what we like as part of the free market system. It is appropriate. Then you look at the this deal at $30 a share cash.You don't worry about spin-offs. You don't worry about a wrap fee around this Netflix stock. So, what Netfli ...

Now, why did you decide to invest a billion dollars in OpenAI along with this deal. >> Well, obviously we've been mindful of the significant growth in AI to begin with and extremely impressed with the progress that Sam and Open AI have made and uh that includes by the way, as I said earlier, uh their agreement to both honor and value and respect our content. Uh and we want to participate in in in in what Sam is creating and what his team is creating.We think this is a good investment for the company. It's k ...

I am joined by Robert Griffin, the third former college football star, Heisman Trophy winner, then NFL star for the then Washington Redskins. Now, of course, the commanders and then transitioning to a star broadcaster on ESPN and now on Fox. RG three.Let me you know who was the first person that called you. RG, three. Curious.Yeah, yeah. So I used to be called rlg three in high school, which, you know, doesn't quite have the same ring to it. You know, some people called me RT, r2 d2, but it was actually a b ...

Strategic Partnership - Disney and OpenAI have reached a landmark agreement to bring over 200 Disney characters to OpenAI's Sora platform [1] - The agreement involves a licensing deal and an exchange of economics between the two companies [4] Investment and Financial Implications - Disney is reportedly investing $1 billion in OpenAI at its current valuation [4] - Disney will also receive warrants as part of the three-year deal, potentially increasing its stake in OpenAI over time [4] Technology and Platform Development - OpenAI's Sora platform will be able to generate short, user-prompted videos using Disney characters [3] - OpenAI requires ever-expanding amounts of compute to support Sora's popularity [2] Intellectual Property - The agreement addresses potential IP disputes, ensuring Disney is compensated for the use of its characters [3]

We are now joined by Disney CEO Bob Iger along with OpenAI CEO Sam Alman. And Sam, very happy to have you on the program I believe for what's the first time. >> Bob, you and I have done this a few times.I want to start with you if I can. Bob, you know, just first of all, why are you doing this deal and what led to it. Well, this is a great opportunity for the company to enable uh consumers to engage with our characters on what is probably the most modern of technology and media platforms today.uh and it not ...

Inventory Trends - Wholesale inventories increased by 05%, tying with February 2025 for the second-largest inventory increase of the year, only surpassed by January 2025 [1] - Sales decreased by 02%, marking the weakest sales performance since May of this year [2] - The undesirable trend of rising inventories and declining sales is highlighted [2] Economic Indicators - Continuing claims showed a decrease of 100,000 [2] - Initial claims had a questionable drop the previous week, which was reversed this week [2] Seasonal Factors - Seasonal adjustments related to the Thanksgiving holiday are likely influencing the continuing claims data [3] - Continuing claims data lags initial claims by one week [3]