As the Santa Claus rally ends, investors are positioning for whatever a new year could bring. Josh Brown of Ritholtz Wealth Management and iCapital\u2019s Anastasia Amoroso break down their playbook for 2024. Plus, Evercore\u2019s Roger Altman reveals the two headwinds that he thinks could derail a strong year for stocks. And, we break down the swarm of activist action surrounding Disney. CNBC\u2019s Leslie Picker has all the details and what it could mean for the stock in the long run.