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Surveillance: Cabana on the Fed

Bloomberg Surveillance

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ESPN's Spinoff of ESPN

ESPN is going into sports betting, which isn't completely congruent with the family-friendly image that the rest of the park's catered to. I think you'll see ESPN spinning off of Disney, maybe even taking private the next couple of years. That could be done off stage somewhere. The ESPN's troubles, to me, are not easily fixed. You have to build a new streaming business for them.

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