Peter Supino

Peter Supino, a savvy analyst from Wolfe Research, joins to dissect Paramount's hostile takeover bid for Warner Bros. He compares the financial structures of both Paramount and Netflix's offers, revealing key differences. The conversation delves into synergies, regulatory hurdles, and even the political implications involving figures like Trump. Peter ultimately argues for Paramount's upper hand, citing favorable regulatory conditions. The chat wraps up with a fun prediction about the upcoming Golden Globes!

Peter Supino, a senior media analyst at Wolfe Research, joins to dissect the potential sale of Warner Bros. Discovery. He dives into the rejected Paramount bid, sorting through the financial implications and bidder dynamics. The conversation explores whether to sell the entire company or split it into units. Supino highlights Paramount Skydance as a likely buyer and discusses Comcast's limitations. They also consider if Netflix, Apple, or Amazon might enter the fray, while analyzing the board's influence on these decisions.

Vincent Reinhart, a chief economist known for his insights on monetary policy, delves into the surprising GDP surge and its implications for the Fed. Dan Skelly of Morgan Stanley shares a bullish market outlook for 2026, focusing on AI and M&A. Mona Mahajan from Edward Jones highlights the constructive equity rotation driven by inflation expectations, while Peter Supino provides in-depth analysis of the Warner/Paramount bidding war and its potential impacts on the media landscape.