Michael Nathanson, co-founder and top analyst at MoffettNathanson, dives into the upheaval in sports media as streaming takes center stage. He discusses the survival tactics for sports leagues and college conferences amid the decline of traditional TV. Nathanson humorously highlights the implications of new streaming competitors like Amazon and YouTube for live sports rights. The conversation also touches on the struggles of legacy broadcasters and how they are adapting their strategies to keep fans engaged in a fragmented media landscape.

Michael Nathanson, a Senior Research Analyst at MoffettNathanson with a focus on entertainment and technology, dives into the impact of current earnings reports on the commercial real estate market. He discusses the migration of wealthier residents from Los Angeles amid local crises and its effects on media investments. Furthermore, he highlights Apple's streaming strategies and the implications of rising sports gambling in the U.S., alongside significant geopolitical influences from Israel and Lebanon.

Guest Michael Nathanson, a top media analyst, discusses NBA media rights impact on Disney, Amazon, NBC Universal; WNBA deal; sports media rights bubble; Netflix's NFL venture; Warner Bros. Discovery's NBA strategy; future of pay TV households in America.

David Bahnsen, Michael Nathanson, Francis Oh, and Young Choi discuss markets, stock picks, Hollywood strikes, Disney earnings, AI ETFs, and outlook for artificial intelligence. Igal Namdar shares his strategy buying struggling malls, legal battles, and outlook for real estate and the CRE sector.

Amoroso suggests buying the AI dip. Roth discusses the cooling of the labor market. Nathanson talks about the Disney, Charter Communications standoff. Haque says oil at $90 a barrel is significant. Tannebaum says the US is still calibrating how to respond to China.

Michael Nathanson, a senior research analyst at Moffitt Nathanson with expertise in media and sports business, joins to delve into pressing topics in sports broadcasting. They explore Netflix's potential bid for UFC rights and the challenges of building a sustainable pay-per-view model. The viability of ESPN's streaming strategy is also a key focus, alongside Fox Sports' need for innovation. The discussion highlights the shifting landscape of sports media and the need for traditional networks to adapt to stay competitive.

Michael Nathanson, a top analyst at MoffettNathanson, and Robert Fishman, a leading voice in sports media analysis, discuss the rapid evolution of sports broadcasting. They delve into ESPN's struggle with its streaming strategy amid fierce competition and the potential of integrating sports betting as a game changer. The conversation highlights how recent hefty deals, like the NBA's $76 billion broadcasting rights, are reshaping media landscapes. They also consider ethical implications of merging betting with viewing experiences for younger audiences.

It’s time to check back in on the state of the streaming wars, with two binge-worthy conversations. First, Recode’s Peter Kafka talks to analyst Michael Nathanson about Big Media’s new problem: TV ratings are plummeting because all the good stuff is streaming — but now Wall Street doesn’t just want streaming, it wants *profitable* streaming.Then, we travel into the time stream to talk about the past, present and future of the streaming wars with Dawn Chmielewski, co-author of Binge Times: Inside Hollywood’s Furious Billion-Dollar Battle to Take Down Netflix, and Julia Alexander of Parrot Analytics. We discuss the legacy of Seeso, why the real audience of CNN+ may be the people in front of the camera, and when and if we’re getting the bundle back.Featuring: Michael Nathanson, Senior Research Analyst at MoffetNathansonDawn Chmielewski (@DawnC331), U.S. Entertainment Business Correspondent at ReutersJulia Alexander (@loudmouthjulia) Senior Strategy Analyst at Parrot AnalyticsHost: Peter Kafka (@pkafka), Senior Editor at RecodeMore to explore: Subscribe for free to Recode Media, Peter Kafka, one of the media industry's most acclaimed reporters, talks to business titans, journalists, comedians, and more to get their take on today's media landscape.About Recode by Vox: Recode by Vox helps you understand how tech is changing the world — and changing us. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Michael Nathanson, a veteran media and tech analyst at MoffettNathanson, dives into Wall Street's complex relationship with the tech industry. He questions why Meta's stock remained stable despite Zuckerberg's pro-MAGA shift and why media giants are eager to part with cable but cling to broadcast. The discussion also tackles the implications of Google's antitrust case and the political influence on tech regulations, revealing how these dynamics are shaping the future of media consumption and investments in AI.

Economic expert Randy Kroszner discusses the Federal Reserve's policy evolution. Market impact of potential Fed actions and interest rate strategies. AI's influence on the market, GDP, and future of entertainment including YouTube vs. Netflix rivalry.