Caroline Hyde

Felix Gillette with the best write-up.

We so appreciate it.

Thank you.

Meanwhile, Disney CEO Bob Iger did talk about their IP, saying there's no rush to acquire any more of it.

Here he is in today's earnings call.

Let's dig into Disney streaming landscape and more with Daniel Payne, his Slate Stone Wealth CIO.

Just for a moment, we're just talking about how important the parks are.

But from the streaming side, it had a really good innings in terms of profitability, finally, in terms of the previous quarter just reported on.

But push us forward.

We'll talk about management and current management.

How do you feel about maybe the person who's helped drive the parks business becoming the CEO of the whole business again?

If we hear it's Josh and we know the board is voting this week and then they've promised us that we would hear by the end of March.

If that's the case, then where do you think they can drive the realization that their IP is worth so much more, that the spending isn't having to just go up and to the right when they're trying to market the latest Avatar movie or when they're having to really pay top dollar for sporting events?

I mean, you just went at length of what the soccer means for the U.S.

more broadly.

But when you're trying to stream it or show it, it gets very expensive.

Daniel Payne of Slate Stone Wealth.

I appreciate you coming on today.

And coming up, the U.S.

It aims to slash its reliance on Chinese rare earths and other metals.