Spooky Season: Disney’s Downgrade & ‘Squid Game’ Mania

Squawk Pod

CNBC

Business News, Investing, Business, News

4 • 494 Ratings

🗓️ 18 October 2021

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Disney’s streaming business could be running out of steam; MoffettNathanson founding partner and media watcher Michael Nathanson weighs in on Wall Street’s Disney debate. Nathanson also dives into the 'Squid Game' mania and what its eyepopping metrics mean for Netflix and the streaming wars. CNBC’s Steve Liesman breaks down the latest GDP forecasts for the back half of 2021. The first bitcoin-linked exchange-traded fund will make its official debut tomorrow. Three other bitcoin futures ETFs are also expecting to move forward with their launches this month. Plus, spooky movies and (scary) dad jokes. In this episode: Michael Nathanson, @MoffettNathanso Steve Liesman, @steveliesman Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin

Transcript

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0:00.0	Bring in show music please.
0:03.0	This is Squawk Pod.
0:06.0	I'm C. NBC producer Katie Kramer.
0:08.0	Today on our podcast.
0:10.0	Plot twist for Disney, longtime stock watcher Michael Matheson, why Wall Street's doubting the mouse.
0:15.8	The Park story is phenomenal. They've taken out costs, they're driven pricing higher.
0:20.3	That's not really what drives the stock now. It's all about the Disney Plus story.
0:25.0	And the US consumer bouncing back, is it enough to get the fed to reel in emergency stimulus measures?
0:32.0	Dand if they do again and'And if they don't, so I don't why Jay Powell even wants that job.
0:37.0	I think he does, Joe.
0:40.0	Plus the rest of the stories that got us talking.
0:42.0	Squid game, of course, Bitcoin futures and dad jokes.
0:46.2	Oh, I got one for you, by the way, that I just learned.
0:48.4	Where does George Washington keep his armies?
0:51.9	It's Monday, October 18th, 2021.
0:55.0	Squawk Pod begins right now.
0:57.4	Stand under by in three, two, one,
1:00.4	Q Andrew.
1:02.0	Good morning and welcome back to Squackbox right here on CNBC.
1:05.0	We were live at the NASDAQ Market site in Times Square.
1:07.0	I'm Andrew Osorkin, along with Becky Quick and Joe Corin, yes, we are wearing pink.
1:11.0	This morning, we're all pretty in pink, but we're doing it for breast care awareness month.
	...

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