Podcast appearances and mentions of Michael Nathanson

In this episode, host David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, sits down with Michael Nathanson, CEO of Focus Financial Partners, to discuss Focus' pulling out of the public markets in favor of private equity partners, their recent rebranding and the team's hub consolidation strategy.  Michael … Read More Read More

Michael Nathanson shares his vision for Focus, offering a unique insider's perspective on the firm's evolution and differentiators, and how that plays into the future of independence. Plus, he offers thoughts on his own transition to CEO and advice for advisors and business leaders.

Episode 413 of the Sports Media Podcast features Michael Nathanson, the co-founder and senior managing director of research firm MoffettNathanson. In this podcast, Nathanson, one of the top analysts in the country when it comes to the media sector, discusses the NBA media rights deal and how it effects each of the players, Disney/ESPN, Amazon, NBC Universal and WBD; why he does not think the Olympics will pop; what the floor is on the number of pay-TV households in America; Netflix in the NFL space and why it's only the beginning; the WNBA media rights deal; is there anything to indicate the sports media rights bubble will burst; can the NBA deal be monetized longterm; WBD's strategy in a post-NBA world, and more. You can subscribe to this podcast on Apple Podcasts, Google Play, Stitcher, and more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In this exclusive, must-listen interview, Top Wall Street media analyst Michael Nathanson dives into the major issues driving the TV and streaming industries.

Another earnings bonanza with Snap, Ford, Chipotle, Gilead and VF Corp reporting numbers. Vital Knowledge's Adam Crisfulli reacts to it all. Plus, instant reaction to breaking news that ESPN, WBD and Fox are close to a deal to start a sports streaming service together from MoffettNathanson analyst Michael Nathanson. Interviews with Chegg CEO Dan Rosensweig and Freshworks CEO Girish Mathrubootham.

Gerard Cassidy, RBC Capital Markets Large Cap Bank Analyst, and Ken Leon, CFRA Director of Equity Research, break down Friday's 4Q bank earnings releases that included record NII for JPMorgan and disappointing results for Citi. Norman Roule, Center for Strategic & International Studies Senior Adviser, discusses the latest in the Middle East after the US and UK launched airstrikes against Houthi rebels in Yemen. Mohamed El-Erian, Bloomberg Opinion Columnist, overviews his outlook on global markets and says he expects consumer inflation to get stuck at 3%. Michael Nathanson, MoffettNathanson Sr. Research Analyst, discusses the latest in sports streaming after a strong year for NFL viewership.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

David Bahnsen, founder and Chief Investment Officer at The Bahnsen Group, joins to talk about markets, stock picks, and the launch of his new ETF, the TBG Dividend Focus ETF. Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, joins to talk about the Hollywood strikes ending and Disney earnings. Francis Oh, Head of AI ETFs at Qraft Technologies, and Young Choi, Director at LG AI Research, joins to discuss the launch of their NYSE-listed AI ETF and outlook for artificial intelligence. Igal Namdar, founder at Namdar Realty Group, joins to discuss his strategy buying struggling malls, the legal battles it invites, and outlook for real estate, distressed debt, and the overall CRE sector. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Jeremy Stretch, CIBC Head of G10 FX Strategy, breaks down the European Central Bank's decision to leave interest rates unchanged. Lindsey Piegza, Stifel Chief Economist, discusses the US economy's fast-paced growth in the last quarter. Ed Mills, Raymond James Washington Policy Analyst, says the US won't face a government shutdown in November after Congress elected a House Speaker. Mandeep Singh, Bloomberg Intelligence Sr. Technology Analyst, says AI will be a key focus for Big Tech going forward. Michael Nathanson, MoffettNathanson Sr. Research Analyst, says 2024 will be a year of consolidation in the streaming market.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance      Full Transcript:     This is the Bloomberg Surveillance Podcast. I'm Tom Keene, along with Jonathan Farrow and Lisa Abramowitz. Join us each day for insight from the best and economics, geopolitics, finance and investment. Subscribe to Bloomberg Surveillance on demand on Apple, Spotify and anywhere you get your podcasts, and always on Bloomberg dot Com, the Bloomberg Terminal, and the Bloomberg Business App. Jeremy Stretch of CIBC as he considers these headlines, not much movement in the market. I've got ero one oh five forty, Jeremy. A key question to me is simple, and that is the idea of what two percent means. These are different economies, different nations. Do you look at it as two point zero percent? Is the ECB Bundesbank hope two point two percent while the FEDS two percent is two point eight percent? Well, of course, the Eurozone is a difficult beast to manage, and I think President Leguard is very mindful of that because, as we've touched upon, there is a very different degree of performance and activity in a number of the different economies across the zone. Now, the Eurozone and ECB is aiming to get back inflation to that two percent target threshold over the medium term. I think it was notable that obviously inflation in September did fall a little fast and the ECB had been expecting. And as I say, I think the next meeting in December will prove to be particularly instructive as we get forecasts out to twenty twenty six for the first time, but also looking at those longer run inflation expectations and if those are back towards the two percent threshold in aggregate across the whole of the zone, and that of course is the difficulty. We will still get divergence in the individual nations, but as an aggregate measure, the ECB is going to be aiming to get back to that two percent target threshold over the course of the next two years. Jeremy, I'm going to go to a wonderful moment I had with the August and here from Leon Jean Claude Trichet, and he talked to me about transmission, the diffusement of an economy across borders. Europe doesn't have the transmission mechanisms of America, do they. Well, there is obviously one of the inadequacies of the Eurozone project is the you know, the difficulties on the fiscal side on a relative basis that the US obviously has because the US has the you know, the federal system, and we do get that disperse into federal funds across the fiscal dynamics. So we are in a situation where the plumbing, if you like, in terms of the Eurozone economy, in terms of monetary and fiscal policy is very diverse because of course fiscal dynamics, and that's still much more at the behest of national governments. But I think the other interesting dynamic to consider as we move into twenty twenty four is that the Eurozone is thinking about bringing back those fiscal thresholds that were put on or suspending during the COVID period, and that will be an interesting dynasm to add to the rinkle about fragmentation risk, and that of course is one of the big concerns that the ECB has to be mindfulwed even if prisident, Legard will try and downplay any concerns at this particular Poet, Jeremy Stretch, thank you so much. October thirty, Apple to announce new MacBook pros I should say Lindsay Piaggs is pleased with that because as she ran her Excel spreadsheet on the American economy at burn Up or MacBook a couple days ago, Doctor piags it joins us now from Stifel as well. How hard is it to put together an Excel spreadsheet with the mysteries of this American economy. Well, it's typically difficult, but it's become increasingly difficult with all of these ancillary factors that are coming in that are virtually impossible to model. We do have a lot of international factors that are impacting the market's expectations. We do have now unprecedented fiscal variables that we're trying to account for. But I think right now the market is very much discounting that third quarter number, focusing onstead on the latest central bank decisions the BOC the ECB as a proxy for what to expect from the Fed next week, suggesting that developed central banks around the world, despite still elevated inflation, are starting to pull back in anticipation of a slower level of longer term growth. So the market very much anticipating the Fed maybe moving to the sideline for certainly a prolonged period of time, but maybe indefinitely at this point. So, lindsay, just to crystallize what you're saying, are you saying that the Fed can kind of look through what we're getting out of this blowout GDP print, or at least that's the market's expectation. No, that's the market's expectation. But remember the market has been preemptively calling an end to FED rate hikes for the past two years and wrongly pricing in rate cuts. The Fed, however, has been very clear beating drum of higher for longer, very consistent in their message, and I think when we look at some of the underlying data in the Q three report, the resilience of businesses, the resilience of the consumer, and yes, to Lisa's point, we have seen a little bit of an uptick in claims, particularly continuing claims, but broadly speaking, the labor market is still extremely tight. So the FED is looking at all of these data juxtaposed with inflation that's still too high. I think the Committee is going to have a very difficult time selling a prolonged period of a pause. I think there is still more work to be done before they reach a sufficiently restrictive level to ensure that we remain on a disinflationary trend back to two percent. Well, Linda, you're getting of what I've been wondering about. Of course, this is a very binary question, and we live in a shades of gray world. But when you think about the just raft of numbers that we got this morning, you take a look at to blow out GDP print, but then you look at initial jobless claims a little bit higher. What's the stronger signal there? Which one should we be focusing on? Oh, the consumer, certainly, And I understand that this is backward looking, but remember claims are extremely volatile, and we don't want to look at one data point, but rather the underlying trend in claims, which is still extremely low, still signaling that tight labor market or tight labor market conditions, which is going to continue to perpetuate the ability for upward pressure on wages, extending that to further purchasing power for the consumer in the marketplace, suggesting again the backbone of the economy, the underlying support of the economy, i e. The consumer remains resilient. There's been a real angst to underpinning some of the recent sell off in the bond market. The longer end that hasn't been tied to the Fed at all. It's been tied to a widening deficit and likely increasing spending. How much is the FED going to find itself increasingly at odds with fiscal spending because you talk about the need potentially for the Feds do more. How much is the strength that we're seeing in the gd preprint tied directly to that government spending. Oh? Absolutely, this is one of the problems when monetary policy and fiscal policy are moving in opposite directions, that's going to force the Fed's hand to take an even firmer position to counteract that expansion of government outlays. Now, we do know that federal stimulus has largely concluded, but there's other fiscal stimulus that's coming down the pipeline as a result of legislation that was passed over the last twelve to eighteen months, be that infrastructure spending, the IRA, the Chips Act, and other spatterings of state and local stimulus that is still being spent on constituents. So there is still a lot of purchasing power, a lot of borrowing and investment power out in the marketplace that the FED is desperately trying to drain out of the system. But again, the more that we see monetary and fiscal policy moving in opposite directions, the more that becomes a barrier for the FED to achieve its goal of price stability. Lindsay. A lot of people are writing in. They're saying that I didn't really have a right to be confused because it's core PCE. When you look at the actual inflation, yes, you're seeing growth, but it is disinflation stare you are seeing a reduced pace of growth when you strip out energy and food. How much credence do you give the idea that we got in this gdpreprint a core PCE read two point four percent. Is that the sort of number to hinge off. It's certainly encouraging, But again, when we look at some of the other data metrics, when we look at headline pc when we look at the headline CPI, we're not seeing this clear downward trend of disinflation. Now, of course, monetary policy is not based on headline price pressures. We strip out those volatile food and energy composedonents. Lindsay piigs a stiff very near her good conversation with US year Edward Mills. Hugely experienced. He is at Raymond James with far more has legit committee, an individual congresspeople's skills in Washington, particularly working with Maloney of New York ed Mills. This new speaker the uproar that I hear, and yet your research note says he can drive to the center. How does the gentleman from Louisiana move the Republicans to a doable center. I think it's going to be a tough task. I think Tom the thing that I am most focused on with the news speaker is how quickly at the end it happens. In DC things appear impossible right up until the moment it's inevitable. So having a unified Republican caucus is not something we would have thought. But the big question in my mind is this is a speaker who has not been vetted, and as he is vetted, how does he come out of that vet? What type of narrative about his leadership? And I think what we're talking about is for him to keep that, for him to keep the seat, for him to be able to govern. Do you need to find the middle, because what we've seen is that the fringe does not support many legislative packages, and that's paralysis. Help me with the sequence here. Course before Kart is November seventeenth and a government shut down prior to the defense allocations you mentioned, the first task of Senate House House Senate is well war funding if you will. Is that going to be before November seventeen? I think it's kind of a toss up between the two. I think to start with the November seventeenth deadline, Tom, we're not going to have a government shut down. It looks like we are going to punt government funding either into January or maybe as far as April. But in doing that there will be the conversation about defense funding. The President has sent up to Congress a robust supplemental package, and what we're hearing is the Senate will want to have a strong, by hardistan vote on that, trying to put pressure on the House, not differentiating aid for Ukraine from Israel or Taiwan. So how do you understand the fact that Mike Johnson has made a real important issue of his cutting the deficit, and yet there are all of these requests to finance some pretty big military expenditures. How much is that going to be a sticking point that makes it uncertain whether we get this aid across. We were speaking earlier with John Lieber of Eurasia and he was saying, we're going to get it passed. Are you as confident? I am confident that will get something passed. I think that the big question is timing in the scale of this, Lisa. When you go back to some of the other pushes to become speaker, this was probably most out in the focus during the push for Jim Jordan. The only way some of the defense hawks within the Republican Caucus who were willing to support him and the expectation is the only reason why they're willing to sport Johnson was that they needed to get a guarantee on a robust defense bill extra defense funding in the Defense Authorization Act before the end of the year. That group is far greater than the ord needed to keep that speakership. So if he wants to keep that speakership, he's been against that Defense aid in the past, and especially voted against Ukraine aid, but the geopolitical environment's very different now in his political position is completely changed and ed to do all that. You made the point that Johnson really needs to find the middle here. But if he doesn't, I was speaking to Henrietta Treys Yester and she made the point that the Senate is still functional. That's the saving grace because at the end of the day, the House will do what the Senate tells it to do. You agree with that logic largely. I think when you see the Senate, if they pass something with eighty ninety votes, it's not a politically tenable position not to even have a vote on that in the House. And if you were to have a vote on something that ascid with eighty or ninety of one hundred votes in the Senate, in the House is near guaranteed to have a majority go to the president's desk. And I do think Johnson has a little bit of leeway here where he doesn't have the baggage of some of the previous ones. So some of the first fights, which will be government funding and defense funding, he's not necessarily going to get blamed for the position that Republicans are in because he's new to the job. Hey, you know, Ed Mills, I look at this. I was taking ann Rey hoard in three to zero two, which is advanced Civics lessons inside the Beltleigh, and I guess every speaker has a lot of power. Is he going to blow up the leadership of the Republican Party or is he going to attach himself to, say the hockey player from Minnesota and the others. Well, I think he's going to attach himself to the majority leader. I think i'd go back to the last time we had a speaker that no one really had heard of, which was Speaker Hasser. And you have the most empowered majority leader of in decades with Tom Delay when you saw him have the press constraints and there was some booze by Virginia Fox. What I was watching is Steve Scalise, the majority leader from his state of Louisiana, was standing right behind him and told him exactly what he said. He said, next question, let's talk about policy. Then Mike Johnson said, next question. So he is a lockstep with the current majority. And that is the Edmills perspectives. It's so valuable with Raymond James, Edmills, thank you so much. Meta shares not diverging from the rest of the complex, shares falling after the company warned a quote uncertain revenue outlook for next year. This was the dominant narrative, even though the tech giant beat expectations on third quarter revenue. All of this dashing hopes for a long term recovery in the company's advertising business. It's spending, though aggressively in other areas and artificial intelligence and virtual reality. It raises this question, you know, what are people hinging onto just this hope of uncertainty or expectation of uncertainty that we all know just Instagram? You know, it's just Instagram. It's it's what Storm's doing over at Instagram plus six classics, mandeep sexy technology analytics through Instagram and Go. That's a short Bloomberg Intelligence joining us. Now, Mandy, what does it tell you that they came out with really good earnings at least on the fundamental basis that they say that there's uncertainty and that they share sell off. Well, so I think they gave a pretty broad guidance thirteen to twenty four percent for next quarter. When you see that sort of white guidance, you know, you know the company is not sure and they didn't have that sort of uncertain guidance on the expense side, So they said reality labs losses would mount, and I think fear that company is really feeling the investors is not giving them markers around what they're actually doing. I mean, losing fifteen billion dollars a year on reality labs and not telling what you are investing in. Because we know Apple has a new virtual reality headset. It didn't take them fifteen billion dollars to make that headset. So clearly they are investing in something that nobody knows, and I think that's the uncertain How is AI different for Zuckerberg than AI is different for Google where AI is different for Microsoft, So there is an overlap between Google and Meta's version of AI versus Microsoft's and microsofce corporate. I got to get a job done. Let's go Yeah, and what's Meta's AI is? You are consuming Instagram feeds, Facebook feeds, I mean the average user is, and so how can AI enhance that experience both for the consumer as well as for the creator who's creating content for the feed? And AI can offer you a lot of tools to generate images based on text description. So there's a lot that AI can do in messaging, think of customer service, you know WhatsApp, so this AI and Instagram. I don't buy it AI and Amazon this afternoon. What is Josie going to spin on AI? Amazon? I mean amazonal story hardboard box is about compute training the models. Everyone wants these GPUs to train their large language model. They're buying AI from Microsoft. I saw that ten days ago or so, right, Yeah, well they are upgrading their three sixty five on Prime version to Microsoft. So completely lost. And so that's the thing about the generative AI wave that it is quite broad and every company can use it in different ways. Some companies are focusing on training models, some are focused on inferencing use cases. And you don't even know what this is, Cady. It feels like a Morcan mindy skip. You know, Robin Williams is going no, no, no, no. I just everybody's got a different definition of AI or I guess they're trying to play for a different part of this large pie that everyone sees with generator. Save me. Let's talk about something we all know. Let's talk about the cloud business at Amazon. Of course AWS. You saw sales growth there slow to a record low in the second quarter. We know that the cloud business was why Alphabet had such a bad day yesterday. What are we going to see out of the cloud business at Amazon? I mean, the good thing is expectations are lower for Amazon, and we're talking about mid teen's growth for AWS, and yes, it has the largest base in cloud, but everyone perceives them to be behind with generative AI workloads. That may not be the case, and so there is room for an upside as long as they prove to the street that you know, they are catching up with Jenai and offering the compute that everyone needs to train their models and not to go back in time. But you think about what happened at Alphabet, I mean, I'm just stuck on the share price move yesterday down almost ten percent, worst day since March twenty twenty. Is that an overreaction? Was it that bad with Alphabet? It definitely feels felt like an overreaction, simply because the search business actually did remarkably well, and unlike Meta, which continues to see ad pricing declined, Alphabet saw an ad pricing increase, which is a positive sign. It's an auction mechanism, so advertisers are bidding up for your ads. And there was talk about uncertainty yesterday around the Middle East war and everything that will draw down the advertisers spending. But clearly Alphabet had a positive print on the search side and the cloud side. Really the expectations were too high, So I think that's where Amazon may have an advantage going into the print. I want to try to understand the psychology of the investor base in some of these tech names, because it's been shifting over time and we've seen that. What are we learning about what the key triggers are going to be to buy and what the key triggers are going to be to sell after the games that we've seen so far this year. I mean, look, the cost of capital is going up, and so I think the days of spending fifteen billion dollars a year on moonshots are probably gone even for larger companies, as long as they keep deliver bring you know, twenty percent plus growth meta for Meta. Everyone is okay with them spending on reality labs. The moment that growth decelerates, that's when that fifteen billion dollar loss really becomes a sticking point for free cash flow. Is that the reason why you expect things for Amazon to be positive because they have that infrastructure AWS, which is the major player in the cloud space, they have that revenue coming in, they have Tom Keynes offspring buying lots of boxes. How much is that really going to play into a positive that could offset some of the negativity that we're hearing from the likes of ups this morning. Clearly, I think everyone believes that, you know, digital transformation, generative AI. These are secular trends, and right now, I think for Meta to spend thirty billion dollars in capex and not have a cloud business or something equivalent is also sticking out because that could have been a key source of diversification for them. This is an arch question. Do you and Anna rod Rana see the cloud business? I have no idea what I'm saying when you see the cloud business? Is it a classicdopoly or triopoly or can there be a set you know, number five sixty seven players. I just don't buy it. I mean, right now it's a triopoly and Oracle actually is investing a lot in building it's cloud investing. But do you believe people can grab share and come down and make a fundamental free cash flow generation or is it going to squeeze into a triapoly? No? I think you can, because right now the compute. Nature of compute is changing, so it's not CPUs consumed on the cloud anymore, it's GPUs, different types of accelerators, different types of databases, and that's where if you don't have a legacy business, which Microsoft does, I think Google has an advantage. Amazon has an advantage that they don't have a legacy business, and that's where they can keep building that Joining us right now, John Fair on assignment, Kavin Greifeld with us this morning. Michael Nathanson joins. This is senior research analyst at Mofatt Nathanson on a pluthor of things. Lisa, why don't you drag in Nathanson here on Facebook because you know the story better than I do? All right, Michael, thank you for joining us. I want to start with the one note of caution that really drove all of the price action. They came out and said, we don't know what's going to happen. What else is new advertising? Who knows? Oh my goodness, the stock fell. How realistic is this or instructive of what we can expect in the year to come. Yeah, I was disappointed by that fact that the market took that comment around with him. These guys just put up twenty three percent AGROTH in a quarter and a year ago. People were thinking this business was dead, right, all the momentum is behind them. They called out a little bit of choppiness because what's happening in the Middle East. But I don't think it was that big of a deal. I mean, their guidance is still pretty strong, So I think this is This is an amazing story in terms of Tom and T Mobile. This could be. This could be the second story. People have just underestimated the strength of a business model. The recover it has been amazing. There's been a lot of There's been a lot of questions though around just in general the online advertising business, especially at a time where all of the content creators are facing off with consumers that really don't like advertising and are willing to spend to avoid it. How much are we seeing with respect to consolidation of market share at the likes of Meta at a time when Google also saw an increase in ads bend despite their cloud issues. What does that tell us about the overall market versus just consolidation with the leaders? Okay, big picture, those two companies, the growth rates of Meta and Alphabet are back to where they were in early twenty two. So if you remember the past couple of quarters, there's all kinds of worries about e commerce slowing. It's getting better about changes to Apple's IDFA system that's been fixed. So it says to you like the market's actually really healthy and that you're seeing kind of the structural tailwinds and online gaming discontinue. Right. We had a very tough compare in twenty twenty two that's now behind you. So I felt pretty good about the health of this business with the scale. Prayers for a snap for a Twitter go luck to you. It's not going to happen, you know. Michael math is a congratulations. Netflix has done a double. It's off Mark Mahaney. What's he know? He's going up another one hundred dollars on Netflix review for us, the winner of streaming is Netflix and a Microsoft equivalent, even at thirty eight times earnings. It's a good question, Tom. It's different than Microsoft because you don't have the operating leverage you know, longer term, right, so you have to keep investing in content. The great thing about software models is that incremental margins are massive. Once you build it, you get the benefit of scale. In media for the most part. In the streaming model, you have to keep an investing in content, so they'll have margin leverage, but nowhere near the same margin leverage of what we saw last night with Meadow or Microsoft. So but in streaming there a winner. It's because it's such a tough business for everyone that's not in Netflix right now. So it's really there's one winner. There's Disney, and then there's everyone. Disney's not even a winner yet, and they're going to just churning cash flow to get your attention. Yeah, I mean, you know, I just brought up the Disney chart. You know, I just do we do this for Michael Nathanson, folks to give him, give him a little bit of angst here on a Thursday morning, Michael Nathans and Disney is back to twenty fourteen pricing. Help yeap, When does it turn You've been wrong, wrong, wrong. It's been like the New York Yankees. It's a disaster. I say, when does thank you? When does Disney Chern? Can? I say? Upgraded? When Bob Eyer came back in ninety bucks And it's just been painful to me. So thank you Tom for reminding me it's good, so we do about it. It's got exactly and sell and sell houses in the suburbs. So here's what here's what I think is going to happen. Twenty twenty four is a year of they have to consolidate Hulu and Disney plus margins and streaming or negative netflixes are in the twenties. To me, it's about streaming profitability in twenty twenty four, and they have to get who in house, which is going to happen by hopefully the end of the year. So I've a lost hope in Disney. I think that is again, I think this is your meta in twenty four. I mean a year ago people were killing the stock, and I think that Disney could be a great stock in twenty four, but you need to get streaming margins up to a level that people start caring about, which is gonna take some time. Well, Michael, it's really interesting to hear this conversation because you're still a buy on Disney. Okay, it could be a great stock in twenty twenty four, But to meditate a little bit longer on your Netflix comments, you're still neutral on the stock. What would bump you up to a buy bump m to buy would be to have earnings numbers because evaluation to Thomas point to me is it's pretty full. Look at it versus Google, Alphabet or Meta. To me, it's having faith and numbers that are above consensus. And I think we all have the same numbers now we pretty much a model with the companies told us there's no way to doubt it at this point, So you know, pretty much we're just debating multiple at this point. I don't think people have a real edge on earnings. And our numbers pretty much were consensus. We're at Meta and other names. We've been above consensus and that's been our call. You know. We we have conviction that numbers are wrong. To the upside, we will get very aggressive about the buy rating. And when it comes to Netflix and the streaming business in general, how does Netflix maintain market share here? Does that really all just come back to the content slate? Well, it's interesting. You know, when they built their business, they borrowed other people's content, and we were writing for many years and that was a dumb idea. So they would rent the office, they would rent friends. Given the state of media, you're starting to see evidence that they could go back to renting other people's content, which is a very cost effective way to build a business. So what can happen longer term is that they could blend from making all these originals, which is a much tougher business, to renting people's movies and TV shows and given and again the state of media companies, that can happen. You know, I don't think Disney will do that, but you know, Warners, Paramount, you know, NBC Universal talked about licensing more content. Michael, what do you expected to hear after the bell when we get Amazon earnings, particularly around the acquisition of content having to do with sports. NFL the last sort of death now for cable, Right, So Mike Morton covers Amazon for us. He's very bullish on next year's margin opportunity. They're going to be looking at the NBA. Right, So the NFL has gone well for them, The ratings are up in a really strong amount this year, and the NBA is the next big package for grabs, and there's a good chance that they can get a slate of games, you know, getting out Tuesday or Thursday night games. So I think they're going to tell you that, Look, it's going well you see this as a chance, to your point to really distance remediate cable networks thein thing. They're going to go for it. So you know, Amazon to us is is really in the second or third position behind ESPN for getting the next set of big rights. Here for Sports Award winning Michael Nathanson was just decades of good good news is here. Subscribe to the Bloomberg Surveillance podcast on Apple, Spotify, and anywhere else you get your podcasts. Listen live every weekday starting at seven am Eastern. I'm Bloomberg dot Com, the iHeartRadio app tune In, and the Bloomberg Business app. You can watch us live on Bloomberg Television and always I'm the Bloomberg Terminal. Thanks for listening. I'm Tom Keen, and this is BloombergSee omnystudio.com/listener for privacy information.

Are you ready to challenge the M&A status quo? Join us as we sit down with Liz Nesvold, President of Cresset Capital, and Michael Nathanson, CEO of Colony Group, to discuss where conventional rules take a back seat to innovative strategies and game-changing insights.

Are you ready to challenge the M&A status quo? Join us as we sit down with Liz Nesvold, President of Cresset Capital, and Michael Nathanson, CEO of Colony Group, to discuss where conventional rules take a back seat to innovative strategies and game-changing insights.

Anastasia Amoroso, iCapital Chief Investment Strategist, suggests buying the AI dip. Stephanie Roth, J.P. Morgan Private Bank Senior Markets Economist, says it's been a pretty impressive cooling of the labor market over the course of this year. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst, discusses the Disney, Charter Communications standoff. Kona Haque, ED&F Man Head of Research, says oil at $90 a barrel is "significant" as it pushes the whole commodity index higher. Daniel Tannebaum, Oliver Wyman Global Anti-Financial Crime Practice Leader, says the US is still calibrating how to respond to China.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

LifeBlood: We talked about the meaning of love and work, how to do good work while being mindful of your impact, sustainably growing a company, and how enterprises are similar to human systems, with Michael Nathanson, Chair and CEO of the Colony Group, podcaster, and author.       Listen to learn the value of seeking feedback from your people! You can learn more about Michael at TheColonyGroup.com, Twitter, Facebook and LinkedIn. Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review here: ​​https://ratethispodcast.com/lifebloodpodcast You can learn more about us at LifeBlood.Live, Twitter, LinkedIn, Instagram, YouTube and Facebook or you'd like to be a guest on the show, contact us at contact@LifeBlood.Live.  Stay up to date by getting our monthly updates. Want to say “Thanks!” You can buy us a cup of coffee. https://www.buymeacoffee.com/lifeblood

Mark Cabana, BofA Securities Head of US Rates Strategy says the Fed may have to keep rates higher for longer. Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist says the US economy is in a disinflationary trend. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist says it's a stock pickers market. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst says Disney's parks are not for sale as CEO Bob Iger tries to turn the company around.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Episode 319 of the Sports Media Podcast with Richard Deitsch features Michael Nathanson, the co-founder and senior managing director of research firm SVB MoffettNathanson. In this podcast, Nathanson, one of the top analysts in the country when it comes to the media sector, discussed Bob Iger's comments on CNBC about looking for strategic partners that could help with distribution or content; CNBC reporting ESPN has held early talks about strategic partnerships with the NBA, NFL and MLB that could include the leagues taking an equity stake in the business; Disney discussing selling its linear network such as ABC; the prospect of people cutting a DTC ESPN seasonally; how companies and networks with strong sports-rights portfolios will do in the near-term; Adam Silver's thinking in terms of NBA media rights; Warner Bros. Discovery interest in the NBA; on Netflix getting into live sports; how he sees the Hollywood Strikes impacting sports; Messi's impact on Apple/MLS media; the interest in women's sports; the U.S. television ad market and more. You can subscribe to this podcast on Apple Podcasts, Google Play, Spotify, and more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, joins to discuss CPI, PPI, and the outlook for a recession in the US. Steve Geiszler, US Chief Intellectual Property Counsel and Hauwei, and Andy Purdy, Huawei USA Chief Security Officer, join for a roundtable on Hauwei's 2023 Innovation and IP Forum, sharing progress in ICT industries and ICT developments. Randy Schwimmer, co-head of Senior Lending at Churchill Asset Management, discusses private credit, lending, and the credit crunch. Laura Modi, CEO and co-founder at Bobbie, discusses the outlook for her business, recent growth, and provides and update on the baby formula industry. Michael Nathanson, founding partner and Senior Research Analyst at Moffettnathanson, joins to discuss Bob Iger's extension at Disney and the Hollywood strike. Ken Shea, Senior Analyst: Beverages, Tobacco, and Cannabis with Bloomberg Intelligence, joins to break down PepsiCo earnings. Kevin Crowley, Senior US Oil Reporter with Bloomberg News, joins to discuss Exxon acquiring Denbury. Hosted by Paul Sweeney and Madison Mills.See omnystudio.com/listener for privacy information.

In this episode of Extraordinary Lessons, The Colony Group's Michael Nathanson, Chair and CEO discusses the concept of ambition. Not all human beings are wired to seek ambition, and if we do, it's not always in the traditional sense. What exactly are you ambitious about? Listen to Michael's thoughts in this latest episode.

In this week's Marchand and Ourand Sports Media Podcast sponsored by WSC Sports: As the NBA is about to start its Heat-Nuggets Finals series, hosts Andrew Marchand and John Ourand look into the league's media performance throughout the playoffs, comparing the game broadcasts and studio shows from both ESPN and TNT and preview the league's rights deals, which will start to be negotiated next year. Marchand and Ourand also preview the Panthers-Golden Knights NHL's Stanley Cup Finals, which will be carried entirely on cable for the first time ever. SBJ's TV ratings expert Austin Karp returns with his regular Karp's Korner segment to offer his viewership predictions in both sports.   Marchand and Ourand dive into financial analyst Michael Nathanson's new, more dire prediction about how far cable TV will fall, preview what will happen as Diamond continues to try and operate through bankruptcy and give a review of last week's Sports Business Awards, where Fox Sports and Eric Shanks swept the media categories. As always, Marchand and Ourand offer their choices for Who's Up and Who's Down for the week, featuring Charles Barkley, Peter Drury, Kevin Harlan and Crane Kenney. For more information about WSC Sports http://bitly.ws/AUVk Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Extraordinary Lessons, The Colony Group's Michael Nathanson, Chair and CEO, discusses the benefits of expressing gratitude daily. Whether it's reducing stress or embracing the reality of our interdependence, this concept can create more opportunities for collaboration, efficiency, and effectiveness. Have you thanked someone today?

Dow closed lower today, dragged down by Disney. The S&P 500 also fell while the Nasdaq ended in the green. 248 Ventures' Lindsey Bell and Annandale Capital's George Seay talk today's market action. CFPB Director Rohit Chopra, who sits on the FDIC Board, discusses the FDIC's proposal to replenish its $16B hole in deposit insurance after a string of bank failures. He also talks the CFPB's new guidelines for personal financial data. Unity Software popped after a strong quarterly report; CEO John Riccitiello discusses what's next. Andreessen Horowitz's Katherine Boyle joins on the firm's new investing in “American Dynamism” fund and why founders are excited to invest in companies that move America's institutions forward. Plus, MoffettNathanson's Michael Nathanson talks the Disney bull case after its worst day in six months.

In this episode of Extraordinary Teachings, The Colony Group's Michael Nathanson, Chair and CEO, discusses the topic of three-dimensional thinking. Successfully embracing this concept, can help you solve and identify complex solutions – not just the original choices that are offered. How does this concept also help you identify your favorite Star Trek captain? Tune in.

On this Breakfast with the Broker episode, we are speaking with Michael Nathanson. Michael is the team leader of The Nathanson Brothers Team at RE/MAX Services. He has years of experience in the South Florida residential real estate market! Michael is a board member of the Boca Raton YMCA, a Chairman's Club Team winner, and a RE/MAX Hall of Fame inductee. Tune in to learn important real estate, networking, and leadership tips from one of the best! Hosted on Acast. See acast.com/privacy for more information.

Lindsey Piegza, Stifel Chief Economist, says the US is losing momentum, but is still resilient following the latest GDP print. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst, says Meta is a $300 stock. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, expects the market will end the year higher than 4,200. Bob Doll, Crossmark Global Investments CIO, says a slowdown is still upon us. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, says the "monetary policy to stimulate the economy right now obviously is not there because [the Fed] has to fight inflation." Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

In this episode of Extraordinary Teachings, The Colony Group's Michael Nathanson, Chair and CEO, discusses the topic of modern resilience. What can both individuals and organizations do to withstand and recover from adverse conditions? Learn from Michael and his experiences in this latest episode.

The CEO of The Colony Group argues that organizations must adapt to an ever-changing environment or risk going extinct. Host: Greg Bartalos.

Episode 294 of the Sports Media Podcast features Michael Nathanson, the co-founder and senior managing director of research firm MoffettNathanson. In this podcast, Nathanson, one of the top analysts in the country when it comes to the media sector, discusses the health of sports rights deals writ large; what the floor is on the number of pay-TV households in America; how 2023 TV advertising spending will impact sports spending; the media rights future of the College Football Playoff; why Michael thinks Fox could be a player for the NBA; why Adam Silver might want to expand reach by going with a broadcast network as one of his upcoming media partners; the rights future of the women's basketball tournament; how the WWE sets up for media rights; sports as a driver of consumption and consumer spending; the short and medium term outlook for Fox as it relates to sports; whether the YouTubeTV-NFL deal makes sense; why Netflix is likely to enter the sports space; Premier League clubs collectively agreeing to withdraw gambling sponsorship from the front of clubs' matchday shirts and what it might mean for the U.S. and more. You can subscribe to this podcast on Apple Podcasts, Google Play, Stitcher, and more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

In this episode of Extraordinary Teachings, The Colony Group's Michael Nathanson, Chair and CEO, explains that overusing cliches can oversimplify the world and be dangerous. Tune in to this episode to learn why.

Michael Nathanson of The Colony Group discusses how interdependence fostered the growth of the RIA, equity partner Focus Financial, and their unique culture, curated services, and acquisition strategy.

Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Bloomberg Economics Senior Advisor, says the Fed's game plan is to go to restrictive and keep it there for as long as it takes. Andrew Hollenhorst, Citi Chief US Economist, says we are a 'ways away' from 2% inflation. Lisa Shalett, Morgan Stanley Wealth Management CIO, says the US equity market is fighting the Fed. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst, previews Disney earnings. See omnystudio.com/listener for privacy information.

Michael Nathanson from the hit podcast 'Playing Dead' talks to Brian O'Halloran (Clerks, Clerks II, Clerks III) Check out Playing Dead on iTunes, Spotify, Amazon, Google and everywhere else you get your podcasts!

In this week's Marchand and Ourand Sports Media Podcast sponsored by WSC Sports:  Andrew Marchand and John Ourand choose the ten biggest stories they covered over the past 12 months. The duo starts with the free agent frenzy among NFL announcers last off-season and carries on to the upheaval in local sports TV marketplace. Other topics include Amazon and Apple's sports strategy, Big Ten media rights deal, the rise of soccer on TV and executive moves at the top of the biggest companies in sports media. There's also an in-depth conversation about whether the word ‘irregardless' should ever be uttered on this pod again.   Mentioned this week: Joe Buck, Tony Romo, Troy Aikman, Chris Russo, Tom Brady, Kevin Burkhardt, Greg Olsen, Al Michaels, Mike Tirico, Cris Collinsworth, Jim Nantz, Roger Goodell, Brian Rolapp, Hans Schroeder, Chris Fowler, irregardless, Chris Mason, Chris Ripley, Adam Silver, John Leo Ourand, Kirk Herbstreit, Dude Perfect, LeBron James, Abe Madkour, Mark Lazarus, ethos, Judge Acie Wyatt, Eric Shanks, Katie Nolan, Tripp Mickle, JJ Redick, Mike Krzyzewski, Coach K podcast producer, Jeff Zucker, David Zaslav, Dick Ebersol, Luis Silberwasser, Lenny Daniels, Bob Iger, Bob Chapek, Jimmy Pitaro, Dan Loeb, Peyton Manning, Tiger Woods, Mark Silverman, Larry Jones, Lionel Messi, Rob Manfred, John Strong, Pep Guardiola, Michael Nathanson, Garrett Camp, Travis Kalanick, Merriam-Webster, Reggie Walker  For more information on WSC Sports visit bit.ly/3OzggWO Learn more about your ad choices. Visit megaphone.fm/adchoices

Actor, writer, producer and host of the Playing Dead Podcast Michael Nathanson Joins the pod to talk Kubrick, the Shining, the sinister final scene in Eyes Wide Shut and more. And listen to the After Dark episode for Patreon subscribers at: patreon.com/artofdarkpod twitter.com/m_nathanson1 twitter.com/artofdarkpod twitter.com/bradkelly twitter.com/kautzmania https://youtu.be/SaES18laLbQ

Andrew Marchand and John Ourand dissect the shocking news coming out of Burbank on Sunday night that Bob Iger replaced Bob Chapek as Disney CEO. The two talk about what the move means for ESPN, the NBA's next rights deal, the direct-to-consumer business and sports betting. Other topics include the Apple's pricing for the MLS out-of-market package and the start of the World Cup.   Telemundo soccer announcer Andrés Cantor joins the pod from Qatar as The Big Get. Cantor talks about being on the ground in Doha and offers a preview of the World Cup. Cantor offers his opinion on the Apple-MLS deal and discusses where MLS falls in the soccer pantheon. Cantor also discusses the origins of his famous ‘Gooooooooooal” call during soccer matches.   Mentioned this week: Bob Iger, Mike Krzyzewski, Mina Kimes, Erin Andrews, Peter Schrager, Kevin Willard, Bob Chapek, Michael Nathanson, Eric Shanks, Acie Wyatt, Alexi Lalas, Harry Kane, Dick Ebersol, Bob Costas, Grant Wahl, Roger Penske, Mario Mendoza, Mendoza Line, Brett Favre, Tom Brady, Jimmy Pitaro, Robert Sarver, Bill Simmons, Dan Loeb, Adam Silver, Gorilla Monsoon, Al Michaels, Bel-Air Country Club, Joe Buck, Troy Aikman, Eddy Cue, James B. Stewart, Tripp Mickle, Everton FC, Lionel Messi, Cristiano Ronaldo, Diego Maradona, Landon Donovan, David Letterman, Jimmy Fallon, Regis Philbin, Kathie Lee Gifford, John Elway, Diego Marchand, Roberto Duran, Jason Benetti, Brock Huard, Emari Demercado, Griffin Kell, Sonny Dykes, Chris Mason For more information on WSC Sports visit bit.ly/3OzggWO Learn more about your ad choices. Visit megaphone.fm/adchoices

Only two things in life are certain - death and taxes - and taxes make crappy radio! The Rocketeers are joined by actor Michael Nathanson to talk impactful deaths on the screen and page, and hear about his upcoming podcast "Playing Dead" on the topic. "Playing Dead" drops Novemver 29th on all top podcatchers! Follow Michael Nathanson: Twitter: @m_nathanson1 Instagram: @michael_nathanson

Today on GVN Interviews, we are pleased to get an opportunity to talk to actor, writer and producer Michael Nathanson. Michael is perhaps best known as Agent Sam Stein in Marvel's The Punisher. At least until his character met an untimely demise. But Michael turned those busted eggs into an omelet with his upcoming new Podcast “Playing Dead.” In which Michael will discuss famous and iconic death scenes in film and television with the performers whose work “Killed It!'Support this podcast at — https://redcircle.com/geek-vibes-nation/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Geetha Ranganathan, US Media Analyst with Bloomberg Intelligence, joins the show to talk about outlook for Disney+. And Sonali Basak, Bloomberg Wall Street reporter, discusses Trian, Disney, and Bob Iger. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, joins the show to discuss the latest turmoil at Twitter. Mark Douglas, CEO at MNTN, joins to discuss the outlook for Disney+ and advertising revenue stream. Michael Nathanson, founding partner and Senior Research Analyst at MoffettNathanson, join the show to break down Bob Iger taking over as Disney's CEO and what it means for Disney + and the company. Katie Greifeld, cross asset reporter with Bloomberg News, joins the show to discuss Riot Blockchain and Coinbase stocks dropping today. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week's lineup. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Former President of MGM Michael Nathanson gives us a candid look at what it was like to oversee Pierce Brosnan's 007 movies, the decision to replace him with Daniel Craig and the Broccoli family's control of the James Bond franchise. --- Send in a voice message: https://anchor.fm/james-herlihy/message

The Big 12's blockbuster media deal with ESPN and Fox Sports gets top billing on this week's pod as Andrew Marchand and John Ourand discuss the fallout from the story Ourand broke with Michael Smith over the weekend. The duo goes in-depth with a story Marchand broke earlier this week about Amazon's plans to produce daily sports talk studio shows. They also highlight the NWSL championship game's primetime performance on CBS and offer a quick preview for when they take the podcast live at the Media Innovators conference in New York at the end of this month.   Fox Sports and NFL Network's Peter Schrager joins as this week's Big Get and talks about how he was able to break into the business and how he got his start on the “Good Morning Football” morning show. One of the most plugged-in people on the NFL beat, Schrager talks about how he approaches the beat. A big fan of the sports media business, Schrager offers his thoughts on Sean McVay's media future and identifies the current players he thinks will make the transition to broadcasting.   Mentioned this week: Bob Wischusen, Max Duggan, Kendre Miller, Chris Russo, Sean McVay, Joe Davis, John Lombardo, Nick Dawson, Burke Magnus, Mark Silverman, Brett Yormark, LeBron James, Maverick Carter, Tom Brady, Peyton Manning, Charles Barkley, Michael Jordan, Jimmy Pitaro, Luis Silberwasser, Craig Moffett, Michael Nathanson, Brian Roberts, Sean McManus, Pete Bevacqua, Brad Zager, Cam Rising, Petros Papadakis, Bryson Barnes, Kyle Whittingham, Jeff Levering, Al Michaels, Gus Johnson, Joel Klatt, Michael Smith, Michael Davies, Cari Champion, Madelyn Burke, Master Tesfatsion, Pat McAfee, Stephen A. Smith, Dan Weinberg, Jen Sabatelle, Chris Ripley, Rob Weisbord, Robert Saleh, Paul Rudd, Ken Dorsey, Adam Amin, Bill Simmons, Ralph Wiley, Lou D'Ermilio, Bill Burr, Keith Richards, Jim Nantz, Rey Ordóñez, John Vander Wal, Alex Riethmiller, Kyle Brandt, Kay Adams, Nate Burleson, Pete Radovich, Troy Aikman, Joe Buck, Cris Collinsworth, Mike Tirico, Cam Newton, Ron Rivera, Derek Anderson, Steven Drummond, Brandon Beane, Odell Beckham Jr., Roger Goodell, Adam Schefter, Ian Rapoport, Jay Glazer, Christian McCaffrey, Matthew Stafford, Aaron Donald, Cooper Kupp, Mike Francesa, Kirk Herbstreit, Tom Brady, Aaron Rodgers, Travis Kelce, Rob Gronkowski, Shannon Sharpe, Tony Gonzalez, Greg Olsen, Ryan Fitzpatrick, Mark Sanchez, Chase Daniel, Colt McCoy, Kyler Murray, John Fetterman, Mehmet Oz, Jamie Erdahl, Ian Eagle, Tua Tagovailoa, Joe Burrow, Jalen Hurts, Jason McCourty, Devin McCourty, Bill Belichick, Sean Payton, Charissa Thompson, Charles Woodson, Michael Vick, Jennifer Aniston, Brian Rolapp, Hans Schroeder, Alberto Riveron, Walt Coleman IV, Deshaun Watson, Judy Battista, Daniel Snyder, Jerome from Manhattan, Yao Ming, Bob Weir, Casey Jones, Jacob Ullman, Richard Jefferson, Kyrie Irving, Ryan Ruocco, Alex Jones, Acie Wyatt, Chris Mason Learn more about your ad choices. Visit megaphone.fm/adchoices

Sports media's push to streaming dominates the first part of this week's podcast, as Andrew Marchand and John Ourand take a deep dive into how Amazon fared during its first exclusive NFL game. Marchand and Ourand take a look at Amazon's performance from the NBA's perspective since that league's media rights deals are up after the 2024-25 season. They bring up both the good and the bad with Amazon's stream of the Chargers-Chiefs game. Other streaming topics include the potential for AppleTV+ to carry a historic MLB game as Aaron Judge chases Roger Maris' Yankees homerun record and discuss how a direct-to-consumer ESPN may look. College rights negotiations continue to be a big issue, as the Big 12 and Pac-12 have started looking into re-doing their deals. And they tell you why Dwyane Wade is leaving TNT's NBA telecasts this season. As always, the show has its Who's Up/Who's Down and Call of the Week features. Mentions: Aaron Judge, Roger Maris, Joe Buck, Troy Aikman, Kevin Burkhardt, Greg Olsen, Al Michaels, Kirk Herbstreit, Jimmy Pitaro, Eli Manning, Peyton Manning, Scott Van Pelt, Burke Magnus, Bob Chapek, Russell Wilson, Dak Prescott, Ian Eagle, Eddy Cue, Dean Spanos, Justin Herbert, Jay Marine, Marie Donoghue, Jared Stacy, Fred Gaudelli, Kaylee Hartung, Richard Sherman, Ryan Fitzpatrick, Dude Perfect, Joe Flint, Jeff Bezos, Bart Simpson, Al Bundy, Roger Goodell, Chris Russo, Pat McAfee, Stephen Nelson, Hunter Pence, Katie Nolan, Derek Jeter, Babe Ruth, John Canzano, Jon Wilner, George Kliavkoff, Dwyane Wade, Kevin Harlan, Tua Tagovailoa, Tyreek Hill, Gus Johnson, Joel Klatt, Jason McCourty, Michael Nathanson, Acie Wyatt, Chris Mason Learn more about your ad choices. Visit megaphone.fm/adchoices

This award winning 1997 film portrays Los Angeles in 1953, where Hollywood celebrity collides with police corruption. Michael Nathanson produced LA Confidential which won two Oscars, and Shaun Chang interviews him. --- Send in a voice message: https://anchor.fm/james-herlihy/message

ESPN's new Monday Night Football announcers Joe Buck and Troy Aikman join the pod to talk about how and why they moved from Fox to ESPN during the offseason. Aikman details his talks with Amazon and ESPN and discusses how much Tony Romo's CBS salary played into his decision to leave. Buck talks about his reasons for leaving Fox and why he's decided to give up the baseball booth. A UCLA alum, Aikman also addresses his school's move from the Pac-12 to the Big Ten.   Marchand and Ourand also discuss Amazon's exclusive NFL preseason game, the stunning strength of NFL TV ratings, the future of Sinclair's RSNs, Apple's Friday night MLB telecasts, ESPN's ACC contract and Pat McAfee's exit from SiriusXM.   Mentioned in the podcast this week: Tony Romo, Chris Russo, Pete Bevacqua, Chris Ripley, Katie Nolan, Hannah Keyser, Melanie Newman, Chris Young, Hunter Pence, Stephen Nelson, Fred Gaudelli, Al Michaels, Kirk Herbstreit, Charissa Thompson, Richard Sherman, Ryan Fitzpatrick, Jared Stacy, Marie Donoghue, Bob Kraft, Rupert Murdoch, Kevin Burkhardt, Alana Russo, Michael Nathanson, Burke Magnus, Jeb Bush, Tim Green, Thom Brennaman, Kenny Albert, Anthony Muñoz, Phil Dean, David Hill, Jimmy Pitaro, Eric Shanks, Michelle Beisner-Buck, Joe Davis, Jack Buck, Vin Scully, Richie Zyontz, Tony Kornheiser, Chris Kerber, Beverly Sills, Kevin Burkhardt, Greg Olsen, Tom Brady, Rick Sutcliffe, Brent Musburger, Wally Matthews, Derek Jeter, Robert Heymann, Pat McAfee, Peyton Manning, LeBron James, Charles Barkley, Stephen A. Smith, Jason Benetti, Casey Thompson, Isaiah Garcia-Castaneda, Tim Brando, Gus Johnson, Greg Olsen   Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Marchand and John Ourand spend much of the pod peppering ESPN's Burke Magnus, this week's Big Get, with questions about the college sports landscape. Magnus discussed what happened during Big Ten media rights negotiations and how ESPN views upcoming Pac-12 and Big 12 negotiations. Magnus also discusses how ESPN plans to schedule SEC and ACC games next year and talks about the future of SEC Network and ACC Network.   Pod topics include Tiger Woods and Rory McIlroy's latest venture, Amazon's failure to get Big Ten or UEFA rights and CNN's decision to move away from media reporting. Marchand and Ourand also talk about whether Disney plans to spin off ESPN, Ted Leonsis' purchase of NBC Sports Washington, broadcasters' support of women's sports, Amazon's “Thursday Night Football” debut and the Little League Classic. Mentioned on this week's pod: Chris Russo, Eric Shanks, Mark Silverman, Larry Jones, Andrew Fegyveresi, Brad Zager, Tom Brady, The Masked Singer, Urban Meyer, Mike McCarley, Rory McIlroy, Tiger Woods, Dick Ebersol, John Collins, Jeff Bezos, Brian Stelter, Chris Licht, John Malone, Oliver Darcy, Sean McManus, Ted Lasso, Daniel Loeb, Bob Chapek, Michael Nathanson, Bob Iger, Ted Leonsis, Zach Leonsis, Randy Levine, Kirk Herbstreit, Al Michaels, Kaylee Hartung, Fred Gaudelli, Mark Gross, Cedric Mullins, Austin Hays, Adley Rutschman, Karl Ravech, Mo'ne Davis, Meghan Ourand, Bill Simmons, David Lennon, Dave Anderson, Steve Anderson, George Bodenheimer, Dick Vitale, Burke Magnus IV, Kevin Warren, Michael Smith, John Swofford, John Wildhack, Mike Aresco, Jack Swarbrick, Jimmy Pitaro, Paul Rabil, Mike Rabil, Keyshawn Johnson, Aaron Judge, Mike Francesa   Learn more about your ad choices. Visit megaphone.fm/adchoices

The year is 2025. Who will be the biggest players – and biggest losers – in sports media? One of the country's top analysts, MoffettNathanson's Michael Nathanson, joins Andrew Marchand and John Ourand to talk about the changes they expect to see in the business over the next three years. Topics include the coming battle for NBA rights and why they are so important to Warner Bros. Discovery; the case against streaming; and what will happen to sports teams' local media rights. Nathanson talks about the strength of the cable bundle and what networks could do to hurt it. And the trio gives their analysis on the differing sports strategies of Amazon versus Apple, who could buy Fox and when will ESPN offer its main channel direct-to-consumer. Mentioned on this week's podcast: Adam Silver, Peyton Manning, Tom Brady, LeBron James, Pat McAfee, Stephen A. Smith, Charles Barkley, Eric Shanks, Aaron Judge, John Sterling, Suzyn Waldman, Chris Ripley, Walter White, John Skipper, David Zaslav, Tripp Mickle, Chris Mason, David Levy, Acie Wyatt Learn more about your ad choices. Visit megaphone.fm/adchoices

Hours before taping this pod, John Ourand broke the news that ESPN would not be carrying Big Ten football in 2023; Fox, CBS and NBC would share those rights. Andrew Marchand broke the news that CBS and NBC each would pay $350 million per year for their packages. On this pod, the two discussed everything you need to know about the deals, including what it means for the networks, what it means for Big Tech and what it means for college conferences.   NFL Network's “Good Morning Football” host Jason McCourty joins as The Big Get and talks about how he got his broadcasting break at the NFL Broadcasting Bootcamp and where he wants to take his on-air career. McCourty, who won a Super Bowl with the Patriots, also gives his best Tom Brady and Bill Belichick stories. Mentioned this week: Brett Yormark, Jeff Bezos, Al Michaels, Kirk Herbstreit, Kelly Sheffield, Larry Jones, Mark Silverman, George Kliavkoff, Michael Nathanson, John Skipper, Chris Mason, Pat McAfee, Peyton Manning, Daryl Johnston, Joe Davis, Tom Brady, Greg Olsen, Mark Sanchez, Ray Rice, Brian Leonard, Greg Schiano, Devin McCourty, Melissa McCourty, Michelle Powell, Drew Brees, LeBron James, Stephon Gilmore, J.C Jackson, Gisele Bündchen, Bill Belichick, Brian Belichick, Steve Belichick, John Glennon, Jamie Erdahl, Kyle Brandt, Peter Schrager, Rich Rodriguez, Pat White, Steve Slaton, Noel Devine, Darius Reynaud, Nick Faldo, Jim Nantz, Trevor Immelman, Acie Wyatt Learn more about your ad choices. Visit megaphone.fm/adchoices

Stocks gave up an early rally, closing lower for the day, following a report on Apple warning about slower hiring and spending for some teams. Katie Stockton from Fairlead Strategies breaks down the key levels to watch on the S&P 500 following the reversal. Meantime Bank of America's CEO Brian Moynihan joins to break down his company's earnings report, and whether or not he sees any signs of a recession on the horizon. And analyst Michael Nathanson discusses the key things to watch when Netflix kicks off FANG earnings on Tuesday.

Fox Sports surprising move to sign Tom Brady as its top NFL game analyst – even before he has finished his playing career – is the main topic on this week's podcast. Andrew Marchand and John Ourand tackle this topic from all angles, including how this move affects other NFL analysts like Greg Olsen and Drew Brees. They also try to make sense of Brady's huge $37.5 million per year contract.   Shoutouts this episode go to Brady, Kevin Burkhardt, Eric Shanks, Troy Aikman, Joe Buck, Eric Shanks, Brees, Cris Collinsworth, Tony Romo, Kirk Herbstreit, Olsen, Chris Russo, Peyton Manning, LeBron James, Joe Tessitore, Booger McFarland, Jason Witten, Steve Levy, Louis Riddick, Brian Griese, Andrew Fegyveresi, Acie Wyatt, Jason Benetti, Michael Nathanson, Greg Norman, Joe Montana, Jim Nantz, Mike Tirico, John Madden, Larry Collmus.

Tuesday, May 3, 2022 Our host today is Dr. Merrill (Buddy) Matthews. He will first welcomes Jessica Sharpe & Andy McGuire by phone and Michael Nathanson in-studio. They'll be talking about publishing for the Christian Author. Buddy's guests in the final hour are Billy & Jodie Ballenger. Through time in prison, and time leaning into Christ's […]

Michael Nathanson, Founding Partner and Senior Research Analyst at Moffettnathanson, discusses Netflix's shocking Q1 earnings and outlook for the company and other streaming services. Leland Miller, CEO of China Beige Book International, talks about China's stock market, COVID in China, and what it means for global economies. Brad Dillman, Chief Economist at Cortland, discusses the latest trends in the housing market. Laura Martin, Managing Director and Senior Analyst of Entertainment at Needham & Co, LLC, discusses why she believes in Netflix after a terrible Q1 earnings report. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Recode Media's'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. More 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. Support Recode Media by making a financial contribution to Vox! bit.ly/givepodcasts Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 MoffetNathanson Dawn Chmielewski (@DawnC331), U.S. Entertainment Business Correspondent at Reuters Julia Alexander (@loudmouthjulia) Senior Strategy Analyst at Parrot Analytics Host: Peter Kafka (@pkafka), Senior Editor at Recode More 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