Скачать или смотреть Funko Pop catalyst, Nike turnaround, Pfizer dividend case | Julian Wheeler Interview

Julian returns to break down three big stories and the market backdrop.

Highlights
• Funko — K-pop Demon Hunters merch tailwind, new CEO, debt and short interest risks
• Nike — channel reset, product refresh, margins and next week’s results
• Market view — why a squeeze can beat a correction after Fed cuts
• Dividends — Pfizer’s 7 percent yield, cost savings and GLP-1 option value
• Positioning — where defensives and value may fit alongside tech

Chapters
00:18 Intro
00:33 Funko setup and risks
07:58 Nike update and outlook
13:58 Squeeze vs correction and Fed cuts
16:44 Dividend focus — Pfizer
22:10 Wrap

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