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10min chapter
The Fed, The Yen, and Disney
Bloomberg Surveillance
Yen Valuation and Disney's Streaming Strategy
This chapter delves into the complexities of the Japanese yen's valuation, discussing the effects of the carry trade and influence from the Bank of Japan and the Federal Reserve. It also examines Disney's challenges in the streaming landscape, highlighting the competitive pressure from giants like Netflix and Amazon while reflecting on the importance of content strategy. Additionally, the chapter analyzes the broader economic implications of the recent softness in US employment reports and the shifting media landscape, particularly regarding copyright values.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode