Bloomberg Intelligence
FDIC Deposits and Media Overview
Nov 16, 2023
Herman Chan discusses FDIC's plan for refilling deposit insurance funds. Dr. Helen Sabzevari talks about drug development for weight loss, cancer, and health treatments. Brian Stelter discusses his book 'Network of Lies.' Laura Martin shares her bearish outlook on Meta stock, Apple, and Disney.
38:03
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Podcast summary created with Snipd AI
Quick takeaways
- Disney's content business is facing challenges from platforms like TikTok, impacting its long-term growth potential.
- Meta (formerly Facebook) needs to address concerns about its competitive position and regulatory challenges to ensure sustained growth in the metaverse and AI focus.
Deep dives
Disney's Focus on Parks and Uncertainty in Content Business
Disney's CEO, Bob Iger, is investing heavily in the growth of the Parks business, which has proven its success. However, there are concerns about the growth of the content business, as competition from platforms like TikTok is eroding Disney's user-generated content base. Additionally, regulatory challenges and increased spending in areas like generative AI are impacting the company's outlook. Wall Street is uncertain about the long-term growth potential of Disney's content business.
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