Robert Fishman

Michael Nathanson, a top-tier analyst at MoffettNathanson, and Robert Fishman, an equity research analyst at the same firm, share insights on the intensifying competition between Netflix and YouTube in the streaming arena. They discuss the evolving landscape of sports media rights and speculate on ESPN's future. The duo delves into how sports betting could reshape the industry and reveal strategies for captivating audiences with innovative event presentations. Get ready for a lively debate on the future of media and sports!

The podcast features guests including Mizuho Securities Chief US Economist, Citi Head of US Equity Trading Strategy, a Senior Fellow from Yale University, and a Senior Research Analyst. They discuss topics like resilient US jobless claims, bullishness in market performance, US-China relations, and the potential merger of Warner Bros. Discovery and Paramount Global. They also touch on rising shipping costs, the impact of new bank capital rules, and challenges in the media industry.

In this discussion, Robert Fishman, a senior analyst specializing in sports media, and Michael Nathanson, founding partner at MoffettNathanson, delve into ESPN's bold acquisition of the NFL Network. They analyze how this partnership could bolster ESPN's bargaining power and its implications for Disney. Topics include YouTube's ambitions in sports streaming, the financial intricacies behind major deals, and the evolving landscape of sports broadcasting. They offer valuable insights on the competition between traditional networks and emerging digital platforms.