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Rip Your Face/Off Rally with David Faber of CNBC

RiskReversal Pod

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The Unbundling of Cable TV

I couldn't imagine that a t and t was going to get rid of all of it. I think certain aspects of it nobody cares when it comes to, like streaming. We are in the midst of this unique moment wher we have this huge shift going on. The question then becomes, well where is the sweet spot in terms of what you have to invest and what you can actually expect in a return? And we don't know the answer yet.

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