This podcast episode explores the financial performance of Disney, focusing on their earnings report and streaming services. It also discusses the challenges and potential of Disney's streaming strategy, the integration of their various properties, and the future of their parks business. Additionally, the episode covers Axon, a company that monetizes its installed hardware base and recently introduced a new software product called DraftOne. It also examines the origins and effectiveness of the 60-40 portfolio, as well as alternative investment options. The episode concludes by highlighting the challenges and limited access faced by the average investor in certain asset classes and suggesting variations of the 60-40 portfolio based on individual preferences.
