Nelson Peltz versus Disney
FT News Briefing
Forhecz Topher
4.4 • 1.3K Ratings
🗓️ 30 January 2023
⏱️ 10 minutes
🧾️ Download transcript
Summary
India’s Adani Group has published an angry rebuttal of allegations of wrongdoing by short seller Hindenburg Research that wiped more than $50bn from its value last week, central banks prepare to lift interest rates to 15-year highs as investors’ jitters grow, and Walt Disney is bracing for a proxy battle with activist investor Nelson Peltz’s push for a board seat.
Mentioned in this podcast:
Adani rebuttal of short seller critique claims ‘calculated attack on India’
Central banks prepare to lift interest rates to 15-year highs as investors’ jitters grow
Peltz fixates on $71bn Fox deal in fight against Disney and Iger
CNBC: Nelson Peltz lays out his case for Disney proxy fight, slams Fox acquisition
The FT News Briefing is produced by Fiona Symon, Sonja Hutson and Marc Filippino. The show’s editor is Jess Smith. Additional help by Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT’s executive producer. The FT’s global head of audio is Cheryl Brumley. The show’s theme song is by Metaphor Music.
Read a transcript of this episode on FT.com
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Transcript
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| 0:00.0 | The FT News Briefing is supported by Equinole, the UK's energy partner. |
| 0:06.3 | Learn more at equinole.co.uk |
| 0:09.8 | Good morning from the Financial Times. |
| 0:11.4 | Today is Monday, January 30th, and this is your FT News Briefing. |
| 0:18.5 | A CNBC host recently asked activist investor Nelson Peltz |
| 0:22.5 | why he's targeting Disney for a board seat. |
| 0:25.4 | Why Disney and why you? |
| 0:28.4 | Why not? |
| 0:30.1 | We have skin in the game. |
| 0:32.4 | There's a bit more to it. |
| 0:33.7 | We'll chat with the FT's on and nickel out later on in the show. |
| 0:37.2 | And bomb markets have been rallying. |
| 0:39.6 | But are they over optimistic? |
| 0:41.9 | But first, one of India's biggest conglomerates is on the defensive. |
| 0:46.4 | I'm Mark Philippineau, and here's the news you need to start your day. |
| 0:49.2 | A New York investment firm last week accused India's powerful Adani group of stock manipulation |
| 1:02.4 | and accounting fraud. |
| 1:03.7 | Shares in the Indian multinational took a huge hit. |
| 1:06.6 | So did the personal wealth of founder Gautam Adani. |
| 1:09.8 | Yesterday, the Indian conglomerate punched back at the report from Hindenburg Research. |
| 1:14.8 | Here's the FT's Ben Parkin in New Delhi. |
| 1:17.6 | The Adani group laid on Sunday and I put out a lengthy and very angry rebuttal |
... |
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