Regulatory and Financing Red Flags

Matt is joined by Peter Supino from Wolfe Research to discuss Paramount launching a hostile takeover of Warner Bros., days after they agreed to a deal with Netflix. Peter maps out the differences in each bid and makes the case for and against each bidder. They also talk about the latest comments by David Ellison, Ted Sarandos, and Donald Trump, where the financials are coming from for Paramount-Skydance, and ultimately who has the upper hand (02:27). Matt finishes the show with a prediction about the 2026 Golden Globes (27:30).
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Host: Matt Belloni
Guest: Peter Supino

Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo

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