Billboard On The Record How A Top Investor Sees the Music Industry Changing w/ Matt Pincus
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Oct 16, 2025 Matt Pincus, founder of the independent publishing company SONGS, dives deep into the evolution of catalog investing in the music industry. He discusses how internet-driven copyright values are reshaping roles of labels and artists, particularly in the wake of Taylor Swift's influence on catalog sales. Pincus also explores the potential impact of AI on music creation, questioning if it could be a significant disruptor. Lastly, he analyzes whether the music business can withstand economic downturns, revealing intriguing insights into the industry's future.
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Learn The Whole Ecosystem First
- Investors must learn multiple revenue models across labels, publishing, touring, and tech before deploying capital.
- Synthesize those perspectives to connect people and create better outcomes.
Music Became A Financial Asset
- Financialization has transformed music into a capital-markets asset with complex debt and securitization structures.
- That links music value to interest rates and broad market behavior more than before.
Public Markets Amplify Industry Signals
- Public listings and big institutional buyers tattoo industry events on label stock prices and investor behavior.
- This increased correlation makes music more sensitive to macroeconomic moves than historically.
