Wall Street Unplugged - Your Best Source For Finance, Investing & Economics

Big changes coming to Wall Street Unplugged

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Synopsis

I start today’s podcast with a major announcement: We’re launching WSU Premium soon. I share some details about the features we're introducing that will make the podcast a "must listen" for every investor. .   The latest quarterly 13F filings are starting to come out, giving a look at what the biggest money managers are buying and selling.    We highlight some of the moves that stood out to us—including a ton of buying in Big Tech stocks. We break down why Nelson Peltz and David Tepper are building positions in Disney (DIS)… and what the company needs to do to get back on track. And we dig into Cathie Wood’s recent moves in Coinbase (COIN)... and whether it can survive the crypto bear market.   Next, we cover the latest earnings reports. Daniel shares why he wouldn’t invest in Hanesbrands (HBI) for at least six months… a tech company catching his attention after posting profits for the first time in 20 years… and why he’s not worried about the 10% drop in Devon Energy (DVN) today.   I go ove