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Wall Street Oasis

Bob Iger vs Nelson Peltz | The Daily Peel

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 4 April 2024

⏱️ 20 minutes

🧾️ Download transcript

Summary

WSO Weekly Wrapup - ⁠⁠Sign Up for the Newsletter Here⁠⁠ The Daily Peel - Sign Up Here

Transcript

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0:00.0

All right, what's up, apes, and good morning to all of you degenerates out there.

0:14.9

You know, despite what you might be thinking about the state that my bananas are at right now,

0:18.3

it was actually a phenomenal day over here, very much not rotten like those bananas might be a little bit. It was a great date for us over here at the WSW portfolio. We saw 42 basis points rise on the day. So shout out to the homies like Zillow. We had some of the other positions that perform particularly strongly for us on the day there. So can't really complain, especially when the S&P only rose 11 basis points here. The NASDAQ rose an embarrassing 23 basis points. So like I've been saying all you guys, we've got to give these indexes a little bit of a head to start because beating them is really just too easy for myself and the rest of the apes over here. Now it's really time to turn on the jet, so hopefully we can keep this party rocking throughout the rest of 2024. It is currently 7.54 p.m. on this beautiful Wednesday, April 4th, 2024, where of course coming at you with everything and anything you need to know to get started here and have a phenomenal day of trading on Thursday. Now, we got a lot to talk about here, so let's go ahead and dive right in. Like I said, guys, 42 basis point rise for WSO Alpha. Make sure to go and subscribe to the Alpha portfolio as well if you want to keep on track with all of our trains.

1:15.6

And if you want to stay updated with all of our degeneracy, of course. We're actually going to be launching a Discord channel as well. is available to all daily peel and WSO Alpha subscribers, but there are going to be some premium channels for Alpha subscribers

1:27.8

with some really cool shit that all the pores that don't want to sign up for Alpha won't

1:31.5

actually be involved in, but I'm incredibly poor as well.

1:34.8

So, you know, maybe we'll let shit.

1:36.3

We'll see what the fuck happens.

1:37.4

We just want to have some fun with you guys and open them some more channels like that.

1:40.6

And what better way to do that than with the degeneracy of Discord fits right within our narrative here at the Peel. All right, so we got some banana bits to shout

1:47.3

up for you guys here today. So leading into Friday's jobs report, we're getting some data

1:51.7

this week that is suggesting that the employment situation in the US is even more jacked,

1:56.8

even stronger than we previously expected. You know, unfortunately, I'm not a great example to show that something is strong, but either way the jobs market definitely is. It's actually our main story of the day here as well. We're going to be kind of dispelling a myth that has been bothering us for quite some time here. So definitely stay tuned to see exactly what the fuck I'm talking about there. Now, VCs, I've got to feel bad for these guys, man. I mean, you know, I know that they're all

2:19.3

millionaires, billionaires launching literal like trillion dollar portfolios if you're fucking Masayoshi

2:24.0

Son at SoftBank and you're crazy enough to do something like that. But VCs are absolutely

2:28.5

wallowing in the aftermath of the digital asset disaster over the past couple of years. Actually,

2:32.9

this I can say crypto. How about I say crypto catastrophe to keep that alliteration gone? But whatever the fuck they're doing, it is keeping them away from getting into the generative AI wave. We saw the lowest amount of funding deals completed in the venture space in the first quarter since 2017, which is pretty amazing to me considering how horrendous 2023 was, so we're definitely

2:51.9

going to be following that, probably writing about it relatively soon as well here.

2:55.5

Now, Jay Pound, now, despite the strength of the U.S. economy, the labor market, the inflation

3:01.1

going back to 2%, Jerome Powell still wants us all to be poor and jobless.

3:05.0

He came out yesterday and with some, I won't take bearish commentary, but basically saying that there's really no reason to cut rates right now, and maybe he's right. So once again, that's something else we'll be talking about in a minute here. And finally, we got some swing state data from the Wall Street Journal. Everybody knows that the U.S. election is basically going to be decided by seven states or so. And I'm not a political expert. I don't know exactly what those states are. To be honest, I didn't read the article, but I did look at the charts in it, and it shows that swing states are clearly pulling in the direction of one particular candidate. So, be sure to check that out as well. And speaking of that particular candidate, be sure to check out our video on Donald Trump's company here too. So we just had a

3:41.1

five minute peel breakdown of Trump Media and Technology Group and yeah, and what about as well as you would expect. So make sure to go check that out when you get a chance here. Tell us one of the companies you want to see us break down or whatever the nonsense. You want to see me yap about going forward. Now let's go ahead and get into the big story of the day. The Macmore Monkey for us is counting is hard. Counting is really hard. Reading is super boring, thinking is a force, and like I said, most of all, counting basically impossible. I mean, I don't know how anybody does that shit, especially not the U.S. government, because they really seem to struggle with doing so. You know, really over the past year so, we've been seeing some very strong job additions.

...

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