The Town with Matthew Belloni The Trump Tariff Pain Index: Who Suffers the Most in Hollywood?
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Apr 14, 2025 
Lucas Shaw, Bloomberg's media analyst with expertise in entertainment and financial trends, joins to dissect the impact of Trump tariffs on Hollywood. They explore how smaller media companies face greater risks amid advertising volatility. Major players like Disney and Fox are dissected for their vulnerabilities, while the duo discusses rising production costs and shifting consumer preferences. Shaw also delves into the upcoming UK version of 'Saturday Night Live', questioning its likelihood of success due to cultural differences.
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Fox's Resilience in Advertising Downturn
- Fox Corporation is less vulnerable to advertising downturn due to their focus on sports and news.
- These segments are less likely to experience ad revenue decline compared to entertainment programming.
Paramount and Warner Bros. Discovery's Vulnerability
- Paramount and Warner Brothers Discovery are highly vulnerable to advertising market fluctuations.
- Their reliance on entertainment programming makes them susceptible to ad spending cuts.
Disney's Theme Park Dependence and Vulnerability
- Disney's significant revenue from theme parks adds to its vulnerability during economic downturns.
- Potential trade wars and recessions could severely impact tourism and discretionary spending.