Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Introduction
00:00 • 4min
The First Half of 2023
03:41 • 5min
The Hangover From the Ad Recession
08:54 • 3min
The Media CEOs' Outlook for 2023
11:52 • 3min
Disney's CFO, Christine McCarthy, and Hulu
14:38 • 5min
Netflix: The General Motors of the Entertainment Space
20:07 • 4min
Warner Brothers' Discovery
24:05 • 3min
Warner Brothers Discovery Stock Is at a Historical Low
27:26 • 2min
The Pay TV Industry Is Going Through a Historic Transition
29:25 • 6min
The Future of M&A
35:02 • 4min
The Unwinding of the Pay TV Business
38:59 • 2min
Comcast's Long-Term Performance
40:55 • 3min
Comcast's Future in the Media Business
44:18 • 2min
The Best Podcast Ever With Raven and Miranda
46:27 • 3min