Surveillance: Fed Game Plan with Dudley
Bloomberg Surveillance
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The Third Act of Streaming
The next one or two years, your conversations today about the cost of money will affect this. We look at the balance sheets of these companies in a cash generation, shocking actually how little cash they produce even Walt Disney. So they have to use the nextOne or two years to consolidate, slow down content spend, raise pricing,. They need to change the dimension of their business quickly. Lisa Ling: I'm expecting a more sober outlook on the market here.
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