Motley Fool Money
Cable Takes on The Mouse
Sep 5, 2023
Jim Gillies, an investment analyst at The Motley Fool, teams up with financial expert Robert Brokamp to discuss pressing market trends. They dive into Charter Communications' clash with Disney over the streaming economy. The conversation shifts to DoorDash's pricing disputes with restaurants, raising questions about food delivery sustainability. Brokamp explains how rising interest rates can actually benefit investors, urging a rethink of cash holdings while exploring safe investments in Canadian banks and bonds.
30:21
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Quick takeaways
- The dispute between Charter Communications and Disney showcases the challenges faced by cable companies and content creators in the changing landscape of the entertainment industry.
- DoorDash's initiative to cap delivery prices highlights the tension between maximizing profits and maintaining affordability in the food delivery industry.
Deep dives
The battle between charter communications and Disney over carriage rights
Charter communications and Disney are locked in a battle over carriage rights, with charter wanting to pay less for Disney networks such as ESPN. This dispute is unique as it goes beyond traditional negotiations over fees. The traditional cable model is in decline, and consumers are increasingly turning to streaming services for their entertainment needs. The rise of streaming services has led to an arms race among companies, resulting in an abundance of quality content but also financial challenges for the content providers. The dispute between charter and Disney highlights the changing landscape of the entertainment industry and the challenges faced by both cable companies and content creators.
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