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The Crypto Blow-Up (EP.283)

Animal Spirits Podcast

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Disney Plus Is a Streaming Powerhouse

Disney plus has secured more than a hundred advertisers for their domestic launch window Which is happening I think in December They're doing ad supported one two just like Netflix. Said that their biggest daily loss since 2001 modest proposal tweeted Disney's implied outlook for linear business much more terrifying for the industry than the benign and obvious comments iger made in 2015 Today you have a rapid deterioration in subs weakening ad market and heavy investment in streaming against much more Leverate balance sheets.

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