This podcast episode discusses the ongoing proxy battle between Disney and activist investor Nelson Peltz, who is running for a seat on Disney's board of directors. Peltz has criticized Disney's handling of streaming, movie studio, and theme park business, while Disney CEO Bob Iger has defended his record and the company's direction. The election is seen as a referendum on Iger's leadership and the future of Disney, with Peltz making the race competitive. The outcome of the election is uncertain, but it could have significant implications for Disney's future and the potential departure of CEO Bob Iger.
