In this episode of The Eisman Playbook, host Steve Eisman talks with Michael Nathanson from Moffett Nathanson about the shifts in the media landscape sparked by Netflix. The discussion delves into how Netflix's international expansion upended traditional media models and how cable networks responded. They also explore the financial impact on companies like Disney and Warner Brothers, highlighting Netflix's current dominance in the streaming wars. Additional conversations cover the challenges for Google and Meta in integrating AI, the state of the cable industry, and media company consolidation. The episode concludes with recommendations on new and old streaming shows to watch.
Watch this episode on YouTube: https://youtu.be/BPHQ8GpRAts
Key Episode Moments:
- 00:00 Introduction to the Eisman Playbook
- 00:04 The Evolution of Media Markets
- 00:53 Welcome to the Podcast
- 01:45 Market Reactions and Guest Introduction
- 03:10 The Rise of Netflix
- 04:51 The Golden Age of Cable and Film
- 06:55 The Impact of Competition and Pricing
- 10:53 The Streaming Revolution
- 13:43 The Decline of Traditional Media
- 21:30 The Rise of Streaming Giants
- 33:45 The Global Scale of Netflix
- 39:56 Market Challenges for Warner Brothers and Paramount
- 40:55 Apple's Content Strategy and Challenges
- 43:54 Disney's Market Struggles and Streaming Strategy
- 47:26 Disney's Handling of Star Wars and Marvel
- 54:07 AI and Its Impact on Google and Facebook
- 01:07:13 Cable Companies in the Modern Media Landscape
- 01:12:14 TV Show Recommendations
- 01:15:50 Conclusion and Closing Remarks
Michael's company website: https://www.moffettnathanson.com/
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Episode Production Credits
Producer: Collier Landry
Producer & Publicity: Steven Cohen, Next Horizon Media
Post-Production Services by Don’t Touch My Radio
Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
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