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2 episodes with rich greenfield
Matt is joined by LightShed media analyst Rich Greenfield to talk about Netflix's latest earning reports and how it can accomplish its ambitious goals for the future. With Netflix being valued at about $450 billion and continuing to be profitable, they debate whether Netflix can reach its lofty goals of 410 million subscribers and becoming a trillion-dollar company by 2030 (02:32). Matt finishes the show with a prediction on how the new rule for Oscar voting will affect the results (26:03). For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
OpeningHappy b-day to wife and her mom! Tiger Dating Vanessa. Cialis. 2.5mg per day for longevity from Bryon Trump, Kid Rock, Dana White and Bill Maher have dinner. MarketsFull Correction Territory (down 10%); quickly moving to “Bear” down 15%. S&P 17%, Tech 25%+Apple in huge correction. PE still at 30Netflix at 43. TariffsNo income tax in the US income tax until 1913. Tariff rates: The U.S. charged less than most big players—think 2-5% versus 5-15% from others.Trade Deficit 2024 was $918.4 billion.Total US spending deficit: $1.8 trillion in 2024 per FRED. Spend $6t and take in $4t. Total US Debt. $36 trillion.Interest expense is $1t growingRay Dalio on the significance and problem of debt.Antonio Gracias on SS and Medicaid Fraud. NetflixAdolescenceSpaceX turns out it was harrowing story simply docking the Starliner. X & XaiElon announcement hereCNBC interview with Rich Greenfield. . WSJ Article here. RoboticsNew Figure Video released.Tesla now taking deliveries for Optimus. Official post from Tesla that autonomous robotaxi starting in Austin in JuneTeslaTesla worst delivery numbers in years. Norway registered more cars in March that ever.Made in the USAKey Elements of RICO ChargesGovernment inefficiencyFix Regulation and be more efficientHere is video of Ezra Klein discussing with Jon Stewart why $44b of broadband connected zero homes in 4 years. Social Security:Antonio Gracias:! SS fake #'s and spendingsWho is screaming the loudest. The Fraudsters. Video from Jason C. https://x.com/Jason/status/1906730493216780699 DogeGoal is to reduce spending by $1b or 15%. Entire Doge Interview with Brett Baier. Survey at 1:10. $1b. $830m online survey. 1700 different IT systems. 17 CIO's. Social Security Fraud.
The Supreme Court ruled to uphold the TikTok ban in the U.S. in a unanimous decision. LightShed Ventures' Rich Greenfield discusses President-elect Trump's affinity for the app, and whether, despite the SCOTUS ruling, TikTok will remain functional. The ceasefire deal between Israel and Hamas could be approved this weekend; Amos Hochstein, the White House official who brokered the Israel-Hezbollah deal explains current negotiations in the Middle East, including the imminent exchange of prisoners. Plus, on Capitol Hill, cabinet confirmation hearings continue in the lead up to President-elect Donald Trump's inauguration. Amos Hochstein - 14:09Rich Greenfield - 28:28 In this episode:Rich Greenfield, @RichLightShedJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie
Matt is joined by LightShed Media analyst Rich Greenfield to talk about SpinCo, Comcast's new spinoff company of cable and digital networks, and look at potential ramifications of the spinoff. They also discuss the implications this has on other media companies like Warner Bros. Discovery, Paramount, and Disney, then get into the coming game of musical chairs in the TV network business (02:26). Matt finishes the show with a prediction about the second annual NBA Cup tournament (27:16). For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
For more in-depth discussion of these topics and links to the news we discuss, subscribe to the Marketecture newsletter at https://news.marketecture.tvCopyright (C) 2024 Marketecture Media, Inc.
Edgar Bronfman has dropped his bid for Paramount Global, clearing the way for a merger with Skydance. Media watcher Rich Greenfield explains that the hardest part is ahead for the legacy entertainment company and its new owner, billionaire David Ellison. CNBC's Steve Kovach explains Apple's c-suite reshuffling after the company announced its CFO will change roles in January. Mark Zuckerberg has spoken out in a letter airing frustration with the Biden administration over Covid-19 content on Meta's platforms. Plus, we dive into space with NASA astronaut and Columbia professor Mike Massimino. SpaceX has postponed the first civilian spacewalk after a helium leak was detected on the Polaris craft. In February of 2025, the company will ferry two astronauts home after an eight day trip to the International Space Station turned into 8 months. Massimino describes how space travel safety has evolved in the past decade. Steve Kovach 3:08Rich Greenfield 15:05Mike Massimino 21:24 In this episode:Rich Greenfield, @RichLightShedBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie
Matt is joined by LightShed media analyst Rich Greenfield to discuss the newest and most dire stage of the linear TV meltdown, with multi-billion-dollar write-offs at Warner Bros. Discovery and Paramount. They get into why these companies are only now acknowledging their TV assets are such a problem, debate whether or not anyone should be paying billions of dollars for NBA rights in 2025, and whether David Zaslav is on the hot seat (03:10). Matt finishes the show with a prediction about the future of Apple Studios (27:17). For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
Matt and Lightshed media analyst Rich Greenfield react to Shari Redstone calling off the Paramount-Skydance deal at the eleventh hour after a sale seemed imminent. They discuss why Shari killed the deal, how one man is potentially responsible for convincing Shari to back out, what's next for Paramount Global, and much more (03:08). Matt finishes the show with an opening weekend box office prediction for the newest Pixar film, ‘Inside Out 2' (30:44). For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click this link: puck.news/thetown Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
Matt is joined by media analyst Rich Greenfield to give out their biggest takeaways from the TV up-fronts, including Netlifx's three-year deal with the NFL, YouTube's impressive viewership data, Amazon's slew of splashy announcements, and why this year might mark a turning point in media (02:20). Matt finishes the show with a discussion of the newest ‘Wicked' trailer and the future of two-part movies (24:55). For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click this link: puck.news/thetown Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today in the business of podcasting: a report from Radiodays Europe, news podcasts and ad buyers aren't seeing the anticipated election cycle bump yet, Rich Greenfield proposes streaming needs to spend more time on time spent, The Ringer's union wins generative AI protections in contract, and Kast Media has filed for bankruptcy. Find links to every story discussed, and a full write-up, all here on Sounds Proftiable.
Today in the business of podcasting: a report from Radiodays Europe, news podcasts and ad buyers aren't seeing the anticipated election cycle bump yet, Rich Greenfield proposes streaming needs to spend more time on time spent, The Ringer's union wins generative AI protections in contract, and Kast Media has filed for bankruptcy. Find links to every story discussed, and a full write-up, all here on Sounds Proftiable.
Congress has released details of six budget bills to avert a government shutdown this weekend. Also in DC, Nikki Haley has notched her first win of the 2024 election cycle, just in time for Super Tuesday. Dune 2 raked in $81 million in its box office debut, a big win for Warner Bros. Discovery. Lightshed's Rich Greenfield discusses the movie-goer landscape and the best releases on streaming and in theaters. The EU has hit Apple with a $1.95B antitrust fine. CNBC's Steve Kovach explains what's next for the tech giant, and whether its latest hardware innovations can make up for its undivulged AI strategy. Plus, this Women's History Month, journalist Joanne Lipman is highlighting the economic value of women in the workforce–both for companies and for the country's GDP. Steve Kovach - 10:54Rich Greenfield - 16:54Joanne Lipman - 23:07 In this episode:Joanne Lipman, @joannelipmanJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickKatie Kramer, @Kramer_Katie
Matt is joined by media analyst Rich Greenfield to discuss Disney's latest quarterly earnings report, as well as a slew of new announcements from CEO Bob Iger. Matt and Rich run through each announcement, including their new $1.5 billion investment in Epic Games, a stand-alone ESPN streaming service, their bundled sports streaming service with Fox and WBD, Moana 2, Taylor Swift's concert movie coming to Disney+, and the Nelson Peltz proxy battle. Later, the pair determine whether they can prove to the creative community that they are officially back. Matt finishes the show with a prediction about the Gina Carano–Disney lawsuit. For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
Matt is joined by LightShed Partners media analyst Rich Greenfield to break down the latest reports of a meeting between Warner Bros. Discovery CEO David Zaslav and Paramount Global CEO Bob Bakish in New York City to discuss a possible merger. Matt and Rich discuss what a deal would look like between these two legacy companies, how this would affect the streaming and cable networks for both of these companies, and whether or not major mergers in modern Hollywood ever work. Matt finishes the show with a prediction about the weekend box office. For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producers: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
LightShed's Rich Greenfield talks WGA strike, Charter-Disney, antitrust, and more. Also Justify Your Existence with Octane11.Marketecture is a new way to get smart about technology. Our team of real industry practitioners helps you understand the complex world of technology and make better vendor decisions through in-depth interviews with CEOs and product leaders at dozens of platforms. We are launching with extensive coverage of the marketing and advertising verticals with plans to expand into many other technology sectors.Copyright (C) 2023 Marketecture Media, Inc.
Matt is joined once again by LightShed Partners media analyst Rich Greenfield to discuss the state of Warner Bros. Discovery following the results of the second quarter earnings, as well as Rich's thoughts on Tom Staggs and Kevin Mayer returning to Disney to help Bob Igor with their linear TV platforms. They debate if placing content on a small platform with limited reach hurts the value of the content, the need for better personalization for the Max app, what news could look like on Max, and more. Also, Matt shares his prediction on this weekend's box office by looking at ‘Teenage Mutant Turtles: Mutant Mayhem' and ‘The Meg 2: The Trench.' For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click here. Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producer: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
In a CNBC exclusive interview, Exxon Mobil chairman and CEO Darren Woods discusses the company's quarterly earnings results, which posted an earnings miss but a beat on revenue, rest of the year outlook, and how oil giants fit into the sustainability agenda.Rich Greenfield, LightShed Partners co-founder, discusses Elon Musk's Twitter rebrand, whether it's the right gamble financially, and the state of Meta's Threads app. Plus, Intel's executives discussed AI on the company's quarterly conference call, Twisted Tea is making a comeback, and a Wall Street Journal report about the government's relationship to social media companies has Joe Kernen, Becky Quick, and Andrew Ross Sorkin ‘squawking.'In this episode:Rich Greenfield, @RichLightShedDarren Woods, @exxonmobilAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY
A colossal week for corporate earnings awaits: a third of the S&P 500 and nearly half of the Dow report quarterly results over the next 5 days. JPMorgan Asset Management global market strategist Gabriela Santos explains what we may learn about the U.S. economy through the performance of equities and considers whether a slowdown is coming. Jeff Shell, CEO of CNBC parent NBCUniversal, left his role after admitting to having an inappropriate relationship with a company employee. CNBC's Julia Boorstin and LightShed's Rich Greenfield discuss what's next for NBC's leadership, business, and content. Plus, CNBC.com political finance reporter Brian Schwartz reports, some state financial officers who have criticized ESG have been simultaneously personally invested in the fossil fuel industry. In this episode:Rich Greenfield, @RichLightShedJulia Boorstin, @JBoorstinBrian Schwartz, @schwartzbCNBCJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie
Matt is joined by LightShed Partners media analyst Rich Greenfield to discuss the state of Netflix one year after the Great Netflix Correction plummeted the streaming giant's stock and thrust the streaming world into chaos. They break down the changes Netflix has undergone since its stock crash, including clamping down on password sharing, introducing an advertising tier, reducing its yearly output of movies, and whether any of these changes will be a difference-maker for Netflix. Matt finishes the show by making a prediction for the opening weekend of ‘Evil Dead Rise'. For a 20 percent discount on Matt's Hollywood insider newsletter, ‘What I'm Hearing ...,' click this link: puck.news/thetown Email us your thoughts! thetown@spotify.com Host: Matt Belloni Guest: Rich Greenfield Producer: Craig Horlbeck and Jessie Lopez Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
President Macron is meeting President Xi, Speaker Kevin McCarthy (R-CA) is meeting President Tsai, and CNBC's Eunice Yoon has the pulse of Beijing through it all, on the ground in China. Stateside, high tax states like New York and California are seeing an exodus of residents due to the burden. CNBC's Robert Frank reports on the money-fueled movers, and former Senator Judd Gregg (R-NH) debates sitting Senator Michael Gianaris (D-NY) about the tax policies and wealth disparities shifting in America. LightShed's Rich Greenfield offers a sneak peek at the movie and streaming world: a weekend watch list for moviegoers and a “for sale” sign, for moviemakers. Plus, Costco reported lackluster sales, and Tesla has released its “Master Plan 3.” In this episode:Rich Greenfield, @RichLightShedEunice Yoon @onlyyoontvRobert Frank, @robtfrankAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY
Last year was a bloodbath for media of all stripes. Netflix crashed, the advertising market cratered, Disney fired a CEOBob and replaced him with a CEOBob, and meanwhile, the domestic box office for films remained dormant. Outside of a handful of huge hits like 'Top Gun: Maverick,' the movie business is struggling to get people to see original movies that aren't just the latest installation of familiar franchises. But one mistake that media people, like me, can often make is that we mistake current trends for permanent trends. So I thought what we'd do today is run through several predictions and provocations that I'm hearing from my friends and sources in the media and entertainment space, throw all of them at a smart media analyst, and see what they have to say about the prevailing wisdom. Today's smart media analyst is return guest Rich Greenfield from Lightshed. Host: Derek Thompson Guest: Rich Greenfield Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices
Matt is joined by LightShed partner Rich Greenfield to discuss Netflix's Q3 earnings report, in which the company announced it added 2.4 million net subscribers, which is more than was forecasted. With the stock on the rise, Matt and Rich discuss whether this is the beginning of Netflix's comeback, how subscriber growth vs. revenue is interpreted on Wall Street, and whether the incoming ad tier and password crackdown will help or hurt the streamer. Email us your questions, thoughts, or ideas at thetown@spotify.com. Host: Matt Belloni Guest: Rich Greenfield Producer: Craig Horlbeck Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
Jeff Lacker, Former Richmond Fed President, says the Fed should be willing to tolerate a recession to get inflation down. Rich Greenfield, LightShed Partners Partner and Media and Technology Analyst, believes that Elon Musk will be forced to buy Twitter. Lauren Sauer, University of Nebraska Medical Center Associate Professor and Special Pathogens Research Network Director, says we must bring trust back into vaccines. Doug Kass, Seabreeze Partners President, expects only a mild and brief recession. See omnystudio.com/listener for privacy information.
Matt is joined by LightShed's Rich Greenfield to discuss the misperceptions of Netflix, Apple, and Hulu in the streaming ecosystem. They discuss the Netflix password crackdown, Netflix choosing Microsoft as its partner for its advertising tier, Hulu's future with Disney, and Apple's chances of joining the streaming elites. Host: Matt Belloni Guest: Rich Greenfield Producer: Craig Horlbeck Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
Flight cancellations continue to distrust travelers, and Dennis Tajer, spokesman for the Allied Pilots Association and pilot for American Airlines, is blaming airline management. He claims pilots are being pushed to the edge. In the markets' roughest first half of the year since the 1970s, Netflix was the worst performing stock. It may have come down to their lackluster content, says Rich Greenfield of LightShed Partners. Cynthia Littleton, Variety co-editor-in-chief, joins Rich to discuss how the streamer's innovation might have hit a roadblock. The last time the S&P had it this rough in the first half of the year, Joe Kernen looked like a backup singer for the BeeGees. In this episode:Rich Greenfield, @RichLightShedCynthia Littleton, @Variety_CynthiaJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @AndrewrsorkinKatie Kramer, @Kramer_Katie
Sheryl Sandberg is stepping down from her post as Meta Platforms Chief Operating Officer after 14 years. Sara Fischer, Axios media reporter, and Rich Greenfield of LightShed Partners, discuss what this means for the Facebook parent's stock and its future in the metaverse. Elon Musk has ignited another debate: returning to work. Commenting on a Twitter post, Musk said that Tesla executives unwilling to return to office work “should pretend to work somewhere else.” Tsedal Neely, Harvard Business School professor and Tom Gimbel, LaSalle Network founder and CEO, debate the value of hybrid work and education. Plus, Jamie Dimon foresees a hurricane, Chipotle is accepting Bitcoin, and President Biden's hoping to move students out—of debt. In this episode:Sarah Fischer: @sarafischerRich GreenField: @RichLightShedTom Gimbel:@TomGimbelMichael Santoli: @michaelsantoliBecky Quick, @BeckyQuickBrian Sullivan, @SullyCNBCCameron Costa, @CameronCostaNY
We've got The Dozen creator and host Jeff D. Lowe on Token CEO this week. Jeff breaks down his journey to becoming a game show host at Barstool, the creation of the Dozen, and how he streamlined his content to make himself successful. PLUS, the audience will finally learn what the 'D' stands for in "Jeff D Lowe." Later we chat with Rich Greenfield about internet stocks, Buzzfeed, and Snapchat. What does the impact of inflation and the impending recession have on the internet, and where does Barstool stand? Later we give you some Q&A and Erika's reaction to some wild trending business news this week. (00:01:54) Boardroom (00:06:18) Jeff D. Lowe (00:25:53) Rich Greenfield (00:42:39) Q&A (00:50:59) Circling Back
The markets are crashing - and that includes both Netflix and the media companies that wanted to be Netflix. What's next? Wall Street analyst and investor Rich Greenfield weighs in. Then, Recode's Peter Kafka has a conversation with Tony Fadell, who helped bring the iPod and iPhone to life, and then built and sold Nest, the smart home company. His new book is “Build: An Unorthodox Guide to Making Things Worth Making.” Fadell talks about how developing a product begins with creating its “story,” and why he fought so hard to include a $3 screwdriver in Nest thermostat boxes. He also touches on some high-profile failures, unintended consequences, and why he doesn't want to dance in the metaverse. Featuring: Rich Greenfield (@RichLightShed) Partner & TMT Analyst at Lightshed Partners Tony Fadell (@tfadell), Tech Investor & Entrepreneur, author of "Build" 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
Rich Greenfield, Partner and Media and Technology Analyst at LightShed Partners, joins Cross Screen Media CEO Michael Beach to share the bull/bear case for companies like Netflix, Roku, Disney, and Comcast, the future of news, and the challenges of launching an ad-supported streaming offering from scratch. Want the latest insights from around the video advertising industry? Subscribe to our weekly State of the Screens Newsletter here: https://content.crossscreen.media/sots-newsletter-signup
Rich Greenfield is a founding partner at LightShed Partners, and a preeminent analyst in the tech and media world. He joins Big Technology Podcast this week to discuss why companies like Netflix, Snap, Meta, and Spotify are getting crushed in the public markets. Join us for a discussion about tech stocks that digs into the broader story of what's happening to the global economy.
Ford is cutting 580 U.S. salaried and contract employees as it restructures to focus on EVs. The automaker also reported a net loss of $3.1 billion in the first quarter, largely due the loss in value of a 12% stake in electric vehicle start-up Rivian Automotive. Facebook parent Meta surged 15% after the company reported better-than-expected profit in the first quarter. Rich Greenfield, LightShed Partners co-founder, breaks down how the platform is evolving, and how Mark Zuckerberg's attitude has shifted. Archegos founder Bill Hwang is free on bail after being formally charged over accusations of a massive stock market fraud. Elon Musk's bid for Twitter remains contentious, particularly among employees; Alan Guarino, Korn Ferry vice chairman, Tsedal Neeley, Harvard Business School professor, and CNBC's Jon Fortt discuss Elon Musk's recent tweet criticizing Twitter's top lawyer, and whether Musk's leadership style will drive current Twitter employees away. As a reminder, you can watch Berkshire Hathaway's annual shareholders meeting on April 30 on CNBC.com! The Omaha, Nebraska, event gives shareholders a chance to hear Buffett and Munger discuss investing and their economic and life outlooks.In this episode:Jon Fortt, @jonforttTsedal Neeley, @tsedalRich Greenfield, @RichLightShedAndrew Ross Sorkin, @andrewrsorkinJoe Kernen, @JoeSquawkCameron Costa, @CameronCostaNY
What can save Netflix? Who killed CNN+? What the hell is going on between Disney and Florida Governor Ron DeSantis? It's a big media hellscape roundup. Rich Greenfield, general partner at LightShed Ventures, forecasts a rocky future for streaming. Nick Papantonis, a reporter for WFTV in Orlando, explains that Florida's war against Disney might have some surprising collateral damage. Host: Derek Thompson Guests: Rich Greenfield and Nick Papantonis Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices
Follow us (and like us!) at Apple Podcasts or wherever you listen to your favorite podcasts, and follow us on Twitter. Also please subscribe to The Ankler at TheAnkler.com for more podcasts and stories like these about the entertainment industry.Today's Hot Seat Podcast is hosted by Richard Rushfield and features special guest, media investor and analyst extraordinaire Rich Greenfield, Partner and TMT Analyst at LightShed Partners and LightShed Ventures.Greenfield has long been one of Netflix's most ardent enthusiasts in the investment community, but in a wide-ranging conversation on the state of the media world, post-Netflix earnings, he's changed his tune.Says Greenfield, “If you think about the sort of rocky road, Netflix was at an all-time high in October or November, and it reminds me of the Ferris Bueller quote — things move fast. You really have got to pay attention because this industry is moving at pretty crazy speed right now.“That's what's so scary. The reality is we coined the term #goodluckbundle cause we saw what was happening to linear television before others. The question now is everyone looked at Netflix, everyone looked at Disney and the success they had and said, ‘Oh my God, this actually isn't as hard as it looks! Wall Street will reward us! We're gonna build this massive streaming juggernaut. We can be like Netflix too!' So everyone's all in on streaming and now you just go, holy crap, that valuation is no longer gonna be possible. Wall Street's not gonna reward us. Our legacy TV business and movie business is actually falling apart faster than we thought, because we've shifted so much content to streaming and change consumer behavior. So you can't go back to the old business. The new business is not economically as compelling as you thought it was. What do we do? Do we just keep plowing into streaming?"RELATED: Disney, DeSantis, and the Plagues of Bob Chapek RELATED: Podcast, Disney, the Heiress and a Hot Mess And in a reversal unthinkable just weeks ago, Greenfield sees the company — now at a bargain market cap of $100 billion — as a possible takeover target for Apple or Amazon, companies he also believes will increase their production spend to capitalize on where Netflix may cut. "If Apple wants to step in, buy it or Disney wants to step in and buy it, I think there are certainly crazier things that have happened and maybe that's the opportunity, right? While I don't think they're looking to be sold and I don't think that's the plan, obviously, I can't imagine everyone is not thinking about if you want to have a 220 million global subscriber business with a growing library with incredible tech talent, there's a way to get it. So again, another reason why people don't just abandon Netflix as a stock is that it's actually gotten to a size where it actually becomes an interesting chess piece."RELATED: Reed and Ted's Very Scary Road Ahead Greenfield also predicts a possible role for Jason Kilar, the streaming age's golden boy, who recently was exited out of WarnerMedia and launched HBO Max."I was just sort of thinking out loud of like, if you were, if you were gonna build an advertising-supported streaming business, who would you call? If you got one call for help, who do you call right now? Why don't you pick up the phone and call Jason Kilar who has an entire team, that's done advertising on streaming, not once but twice. And his entire team is right now sitting on the side.”Still, he scornful of Netflix's new ad push. “It really is surprising that the right answer for Netflix is to cave on their religion of advertising or being anti-advertising. And I think that of everything that happens this week, the one that is by far the scariest, is that they're now coming to the conclusion that advertising might be the only answer.”He continues, “When you think about Netflix and you can go through, you know, hundreds of episodes of content…how many seasons of Grey's Anatomy are there? You know, you can binge through the first three seasons of Stranger Things and you get lost. Without an ad break and the content just auto-plays, you totally get lost.”“As soon as you start putting ad breaks in — and remember, none of the Netflix originals were made [even thinking] about with ad breaks…I don't know if you've watched Hulu with advertising lately. The experience is literally horrible. And so what happens when you see the same ad? You start to go, Oh my God! This is so painful. You start to get mad, maybe you leave the room, maybe you pick up a phone call. All it does is hurt engagement.”Greenfield also points to the central problem Netflix faces — making more strategic and effective choices with programming that keep the audiences more deeply engaged.“For a company that's spending $17 billion on content, the consumer zeitgeist content doesn't seem like there's been enough of it. Sure, Squid Game was amazing, probably the biggest TV show in the world of all time. They had some movies that have been good. Sure. Adam's Project. But things that have really captured the zeitgeist of the nation or of the world, I don't think there's been enough for the amount they're spending...I don't think the Netflix content over the last 12 months has been good enough. And I think that's the problem.” A further concern Greenfield raises: recruiting and retention problems.“I think the real pressure is it hurts morale. When you have a stock that is substantially down, where options are underwater, that's where you start to have morale issues and the risk of losing executives. You know, Netflix was a place everyone wanted to come. Who didn't want to come to Netflix over the last 10 years? It was the hot place to go. And they were basically taking talent left and right. So if your stock's not performing, and that's a large part of your compensation, that's obviously a major issue from a hiring and retention standpoint."Elsewhere in the Streaming Wars, Greenfield sees a world similarly in turmoil, with tough decisions coming. Warner Discovery's shocking move this week to pull the plug on CNN + just three weeks after launch is a harbinger of things to come. "I think it's a little unfair because remember David (Zaslav) is coming in as the Warner Bros. Discovery CEO, and he has cost-cutting targets he has to achieve, that he's given to Wall Street. There is no way CNN+ was in that plan. (It was just] oh my God, this is a bleeding ulcer. Let's just take it out as fast as we humanly can because we have a plan and we need to stick to it for Wall Street."RELATED: Podcast, Warner Bros. Discovery CEO “May Have Hubris, But He's Not Stupid” Listen and subscribe to this podcast on Apple, Spotify or your favorite podcasting app, and remember to subscribe to The Ankler.If you aren't already a paying subscriber, we welcome you to join our community of entertainment insiders.New on The AnklerGreat reads:The Entertainment Strategy Guy examines Reed and Ted's scary road post-earnings.Florida and the Plagues of Bob II: Can an entertainment goliath survive the culture wars? Disney's embattled CEO is finding out.Netflix: The Reckoning. Has the bottom fallen out on the leader of the Streaming War? Analysis from Richard Rushfield.On The Transom: Momoa + Minecraft and is 'Blair Witch' Back?The Glossy looks at Johnny Depp, Will Smith and Fashion's "Morals Clause" Pause.Great listens:Pod: The Streaming Battlefield 2022 features Binge Times author Dawn Chmielewski on Hollywood's battle to take down Netflix (prescient!).Pod: Disney, the Heiress and a Hot MessSubscribe to The OptionistThis week: Finding T. Rex + 7 Great PicksQ&A: Cons are In, Bleak is Out: With projects all over town, Truly Adventurous is changing the journalism x Hollywood playbook This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit theankler.com/subscribe
Matt is joined by media analyst Rich Greenfield to discuss Netflix's subscriber loss and subsequent stock plunge, the company's inability to make long-lasting hits, its claim that it will crack down on password sharing, its potential addition of a cheaper, ad-supported service, and whether its run of streaming dominance is finally over. Host: Matt Belloni Guest: Rich Greenfield Producer: Craig Horlbeck Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices
Warner HBOMax Discovery CNN. Disney+ ABC ESPN, with Hulu (kind of). Legacy content empires look formidable, until you realize how small they are vs. multi-trillion-dollar tech platforms such as Apple, Amazon and Google. Veteran media analyst and investor Rich Greenfield on Hollywood's era of frenzied self-disruption.
Straight from Benzinga newsdesk, hosts Brent Slava and Steve Krause bring you the market news and stocks to watch.Steve and Brent focus on:TWTR - Board meeting starts at 10am to discuss offer!CFRA: Musk's offer "should be viewed as enticing to shareholders (near our $55 target) and will be difficult to reject. If rejected, we fear Musk could walk away .. which would likely drive shares considerably lowerWedbush "Now ultimately we believe this soap opera will end with Musk owning Twitter after this aggressive hostile takeover of the company"Head Of Investment At UK-Based Interactive Investor, Victoria Scholar, Says Market Is Pricing In Higher Likelihood Twitter Rejects Deal From Elon MuskLightshed's Rich Greenfield "Part of this is, is he even serious, like is this a game? Is he simply having fun and sort of just making a point about free speech and sort of trying to hold management's feet to the fire? Or does he actually want to own and control Twitter and run it?" More importantly, does Musk even know what he wants? Greenfield noted that based on Musk's recent activity on Twitter, his actual intentions are rather unclear. Recent activity includes a poll suggesting the company's headquarters be converted to a homeless shelter, an ask about whether or not Twitter is "dying," and a proposal to remove the "w" from "Twitter."LI - other Chinese ev: NIO XPEVSFET - other cyber names CYRN DTST IRNT CISO KD SNNVC - BCRX is the classic bird/swine flu playKLDO - being discussed similarly as VERUYou can follow Elon's Twitter Account here Today's 5 Stock Ideas: TWTR LI SFET NNVC KLDO Twitter (TWTR) - Shares were up ~6% near the $49 level following news Elon Musk made an offer to buy all of the company at $54.20 per share in cash. Analysts were mixed on the news; a Wedbush analyst, Dan Ives, was optimistic the offer would be accepted while another analyst voiced concern about Elon Musk walking away from the company if his offer was rejected.Li Auto (LI) - A potential sympathy play following a report the CEO of peer in the Chinese electric vehicle space, XPeng (XPEV), warned all Chinese vehicle factories may have to stop production in May if supply chain disruption continues.Safe-T Group (SFET) - A play on cybersecurity. Stocks in the group were on watch Wednesday following reports U.S. officials said advanced hackers have shown the ability to hijack multiple industrial control systems.NanoViricides (NNVC) - A play on current fears related to bird flu contagion.Kaleido Biosciences (KLDO) - One of Thursday morning's biggest winners. The company is a low-float penny-stock play. Shares closed up 75% on Wednesday and were up another 30% Thursday morning.Hosts:Steve Krause Reach out to Steve at stevekrause@benzinga.comSr. Reporter Benzinga NewsdeskBrent Slava Reach out to Brent at brent@benzinga.comSr. Reporter, Head of Benzinga Newsdeskpro.benzinga.comFree 2-week trial, no credit card requiredUse coupon code YOUTUBE20 to get 20% offDisclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisionsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Tesla CEO Elon Musk purchased a giant stake in Twitter making him the largest outside shareholder in the social media stock, not long after criticizing the company for what he said was its failure to uphold the tenets of free speech. Rich Greenfield, partner and co-founder of LightShed Partners, reacts to Elon Musk's passive stake in Twitter and explains why he thinks Twitter could be an acquisition target—and a buying opportunity for investors. Amazon workers on New York's Staten Island made history after becoming the first group to vote in favor of unionizing at a U.S. facility operated by the country's largest e-commerce company. Mary Kay Henry, president of the Service Employees International Union, or SEIU, reacts to the historic unionization vote and a similar sentiment building among Starbucks baristas. Plus, CNBC's Leslie Picker breaks down the highlights from JPMorgan CEO Jamie Dimon's annual letter to shareholders.In this episode:Mary Kay Henry, @MaryKayHenryRich Greenfield, @RichLightShedLeslie Picker, @LesliePickerAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawkKatie Kramer, @Kramer_Katie
This is Jesse Pujji and today we're breaking down The New York Times. Since its founding in 1851, The New York Times has become known as the national “newspaper of record” through its focus on truth seeking and quality journalism. To underline that status, it has won 132 Pulitzer Prizes, almost double its nearest competitor. However, the business behind the Times hasn't always been easy and it has faced several existential threats over its history, most recent of which has come from the internet and digital mediums. To break down The New York Times, I'm joined by Morning Brew co-founder and host of Founder's Journal and Imposters podcasts, Alex Lieberman. It's particularly interesting to hear a new media operator dissect the heritage and evolution of one of the most storied brands in his industry. Please enjoy this breakdown of The New York Times. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Visible Alpha. The team at Visible Alpha built a platform to analyze consensus data and financial metrics on over 6,000 publicly traded companies. Rather than having to dig through models one by one, Visible Alpha extracts data from every line item across sell-side models so you can better understand expectations on metrics beyond just revenue and earnings. Try Visible Alpha for free by visiting visiblealpha.com/breakdowns ----- This episode is brought to you by Quartr. With Quartr, you can access conference calls, investor presentations, transcripts, and earnings reports – straight from your pocket. Quartr is 100% free and includes companies from 12 markets including the US, the UK, Canada, India, and all the Scandanavian countries. Quartr is available for both iOS and Android, so check out the app today. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss Show Notes [00:02:55] - [First question] - What The New York Times is as a business [00:04:35] - Snapshot of the scale of The New York Times and it's readership [00:08:06] - The origin story of The New York Times and becoming a national news source [00:11:40] - How the business is distinctive being family-run for five generations [00:15:00] - Unpacking the shift from physical to digital and how it impacted their numbers [00:20:00] - Course correcting after the first few years of their digital strategy not succeeding as anticipated [00:23:43] - The cost of sales and the margins of the business and growth levers [00:27:47] - Revenue differences between advertising and subscriptions [00:29:37] - What does their non-digital advertising business look like [00:31:43] - The biggest levers for growing the topline and bottomline of the business [00:35:18] - Acquiring Wirecutter & historical M&A performance [00:37:57] - Other categories and businesses that help build a bigger audience [00:42:00] - Differences between the Netflix and New York Times subscription models [00:44:37] - Leaning into world events and politics [00:48:22] - Macro factors and specific things that would lead to reaching their subscriber goal in the future [00:51:10] - Mistakes and threats that could negatively impact their goals [00:55:43] - Biggest lessons for builders, entrepreneurs, executives and investors [00:58:30] - Learn more about the New York Times; Peter Kafka, Rich Greenfield, Lightshed Partners
Do movie theaters have a future? What should Disney do with ESPN? And is anybody watching Peacock? Derek's favorite entertainment-media analyst Rich Greenfield joins the pod to talk about the future of TV, movies, and live sports. Host: Derek Thompson Guest: Rich Greenfield Producer: Devon Manze Learn more about your ad choices. Visit podcastchoices.com/adchoices
Kara, Scott and a handful of Friends of Pivot make some predictions about what 2022 has in store for the Metaverse, China, Apple and more. In this episode, we hear predictions from Co-Anchor of CNBC's Squawk Box Andrew Ross Sorkin, LightShed Partners' Rich Greenfield, Senator Amy Klobuchar, author Cory Doctorow, WSJ Senior Personal Technology Columnist Joanna Stern, NBC News Senior Business correspondent Stephanie Ruhle, NYU Professor Aswath Damodaran, author Sheera Frenkel, and actor George Hahn. Send us your Listener Mail questions through our site, nymag.com/pivot and use Yappa to leave a video or audio message. Learn more about your ad choices. Visit podcastchoices.com/adchoices
It's hard to imagine TV shows or movies captivating our nation the way they used to, which is a shame, because we've never needed something to bring us together like we do today. Sure, there are shows like Squid Game and Ted Lasso, but a third of Americans don't have Netflix and many more don't have Apple TV+. It makes you wonder if entertainment does more to divide us — both because of how fragmented it is and how it's deliberately engineered to appeal to specific segments of the population. So where does it all leave us? In this episode of The Dumbest Guy in the Room, Axios Media Reporter Sara Fischer and Rich Greenfield of LightShed Partners join CivicScience CEO John Dick to discuss the present and future of everything from the news to the movies to the metaverse — whatever that is.
Bakes' Takes Podcast Show Notes Saturday, August 28, 2021 :27 Why I do this—Bobby, Jack, please listen in. :51 ‘87 crash, journey, technical analysis first, fundamentals second, not right or wrong, just works for me. read WSJ, Barron's Economist, listen to podcasts, devour relevant newsletters, monitor what Google alerts bring. Point you to them, but if you don't want to do that, please know that I'll do it for you and I eat home cooking, I have no conflicts. What are your pain points? Problems you'd like solved? Topics I should cover? Thank you. 2:07 Supercast/Patreon levels. Weekly call with me on Discord, teach technical analysis, etc. You help me design the show. Guests I should reach out to. Text like I send to my sons. 610-331-4283. 3:00 Not investment advice. Please conduct, and share, your own due diligence. Bakes' Take—Fan Mail! Calls! Questions! Mike! 3:10 HODL is bullshit! I SELL stocks better than you! Try me! 4:50 Murph, NY—If Dollar cost averaging is strong sell discipline as crucial? Great for 401(k), SPX, int'l fund, 40+ years. 5:17 Answer for my themes is yes, focused, 10%, precise buy signals, breakouts, on 50% increase in volume. Also, preserves actual and psychological capital. 15% loss, can find 20% winners. 6:35 You don't need to use mine, but find your own. Very few investors have a sell discipline, frankly including pros. 6:56 Thoroughly evaluate each month. Doesn't take that much time. How many of 10 reasons still valid? -15%. 200 dma etc. 7:28 You have advantage over the pros! No committees, mandates, restrictions. No PM is 17% uranium, 10% short SPAC's, 36% cash etc. I like my chances. 8:10 Vs. 20% HC, 25% tech, doesn't work. 8:50 SOXX 5/20 $240 launch pad. 9:20 SOXX daily—clear uptrend, NVDA killing it, TSM raising prices, don't do anything until close below 200 dma $416.50 and rising. 10:10 DKNG--$19 4/20 launch. 10:54 DKNG--$48-$50, not bad from $19, likely stalls at $60 11:59 SQ—5/20 $68 12:29 SQ—Sell 1/3 $197, let rest ride 13:18 COIN--$261, $280 14:23 SOFI--$13.14 support, $18.64 resistance. Earnings report disappointed, volume up on down days. Watch, but avoid for now. 15:30 Bakes' Take—My sell discipline works. If you have a better one, I would love to see it. 16:03 Bakes' Takes+--What would you like? 16:08 Please share this with your RH or RR friends, send your other stocks/ideas and I will offer strategy for them as well. Please stay tuned. 16:17 Bakes' Takes—My Themes/Groups 16:19 RIDE—One of SOGU's shorts. Icahn lieutenant Daniel Ninivaggi named CEO. Up in first hour, faded below $6.69 resistance, closed at $6.49. Lacked funds to start commercial production, doubt able to continue as a going concern. SEC, DOJ, preorders, SPAC merger. Ford F-150 on lots 2022, $10k below Endurance. 18:36 Bakes' Take—EV's are going down. SOGU up. Bakes' Takes-Gray Swan, new segment Bakes' Take—Podcasts of the Week! https://riskreversal.com/on-the-tape/ 19:11 On the Tape—33:11 Rich Greenfield, AMC short. 19:45 Maybe, but not yet. Fundamentals often code for I'm right the markets wrong. Being right vs. making money. So early their wrong. Why technical help so much. Cinemark/CNK—according to Greenfield, same business, better balance sheet, $2B mkt cap vs. AMC $20B. F9 750 mil at box office, F8 $1.2B. My IG video, 4 of us in theater. AMC--92 mil shs short, 18% of float up 8% over last month. CEO selling, in filings say fundamentals don't warrant stock price. Hold for now. 21:53 Bakes' Take—Timing is everything, I will help. Bakes' Take—Reporters of the Week! 21:55 Ex-Tesla, 45 minutes vs. 10 minutes gas to charge EV. And that's CA. Chargers tougher to find elsewhere. That's before stressing the grid. Bakes' Take— Bakes' Take—Charts/Tweets/Posts of the Week! Bakes' Takes- Bakes' Take— Newsletters of the Week Bakes' Take— 23:20 Please also subscribe to my Bakes' Takes YouTube Channel, the audio is the same but the charts that I reference are on the screen. Follow us on Twitter @BakesTakes_ and other social media. Please, please use your voice memo app, tape your question(s) and email to bakes@bakestakespodcast.com or write if you prefer. I will also keep you anonymous is you'd like. Thank you for listening, Mike Wilson is my producer. Have a great week. Bakes Bakes' Beacons— https://www.youtube.com/watch?v=X83L1ZSpbkg 23:49 Tom Rice, D-Day veteran, jumps for 100th birthday! Much-needed levity… https://www.youtube.com/watch?v=wvtvtROpXW4 24:13 Jeff Ross Funniest Roasts of All Time
Guy, Dan and Danny discuss the everything rally (3:05), Chinese stocks rebounding (13:36), DraftKings' Simplebet bid (18:04), and bitcoin's 60% rally off its summer lows (19:57). The co-hosts interview Rich Greenfield of Lightshed Partners (28:06) and talk about his short AMC call (33:11), his venture into the metaverse (41:14), and the streaming wars (45:50). Click here for Guy Adami's favorite Rolling Stones songs. ---- See what adding futures can do for you at cmegroup.com/onthetape. ---- Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow us on Instagram @RiskReversalMedia
Hello 通勤家族，在 2021/09/13前，請幫忙先分享連結，然後花 2 分鐘協助填寫問卷，即可免費拿到我特製的「#英語跟讀包-面試篇 (電子檔)」，並有機會免費獲得這堂課程唷～ 立即填寫問卷： https://15minsengcafe.pse.is/pquiz 備註：『#英語跟讀包-面試篇 (電子檔) 』 統一於 09/13 後一週內寄出，請確實填寫 Email -------- 每日英語跟讀 Ep.K186: ‘Black Widow' Gives a Taste of How Theaters and Streaming Can Coexist There has been a lot of hand-wringing about the demise of movie theaters over the past year and a half, and for good reason. Most were closed for at least a few months during the height of the pandemic. Companies like the Walt Disney+ Co., NBCUniversal, WarnerMedia and Viacom have started to prioritize streaming for their films, in part to bolster subscriber interest in their own Netflix-style platforms. 過去一年半，許多人擔心電影院走入歷史，而且這樣想有充分理由。在新冠肺炎疫情高峰期，多數戲院關了至少幾個月。迪士尼、NBC環球、華納媒體與維亞康姆等公司開始讓影片優先在類似Netflix的自家影音串流平台上架，部分是為了衝高訂閱數。 Over the weekend came evidence that, at least for the biggest franchise films and with a carefully calibrated pricing strategy, theatrical distribution and streaming can coexist. 上個周末的事實證明，在定價策略精準的情況下，院線發行和串流可以共存，至少對最知名的幾個系列電影是如此。 At least for now. 至少現在如此。 “Black Widow,” a long-delayed Marvel movie, collected about $80 million in the U.S. and Canada from Thursday night to Sunday for Disney. Overseas, the superhero movie sold an additional $78 million in tickets. That means that, in total, roughly 17 million people went to see the movie in a theater, according to Rich Greenfield, a founder of the LightShed Partners research firm. 延後多時才上映的漫威電影「黑寡婦」，周四晚間至周日在美國與加拿大為迪士尼賺進約8000萬美元票房收入。在海外，這部超級英雄電影票房收入7800萬美元。研究機構LightShed Partners創辦人葛林菲德指出，這意味共有約1700萬人到戲院看電影。 Disney also made “Black Widow” available on its Disney+ streaming service, which has more than 100 million subscribers worldwide. Subscribers could instantly watch the film (and have permanent access to it) for a $30 surcharge. Disney said Sunday that Disney+ generated about $60 million from “Black Widow” orders over the weekend. Greenfield said that figure equated to about 2 million transactions and about $48 million in revenue for Disney after streaming partners had taken their cut. 迪士尼也讓黑寡婦在全球訂戶超過一億的自家串流平台Disney+上架，訂戶額外付30美元，就能立刻並永久收看。迪士尼周日表示，黑寡婦上個周末讓Disney+進帳約6000萬美元。葛林菲德說，這個數字相當於200萬筆交易，扣除串流夥伴分得的收入，迪士尼可得到約4800萬美元。 There are several takeaways. “Imagine being a theater owner and realizing studios need you less and less everyday,” Greenfield wrote on Twitter. “Leverage is shifting rapidly in the streaming era toward the studios.” 從這件事能汲取一些要點。葛林菲德在推特上寫道：「想像你是電影院老闆，你會發現製片廠愈來愈不需要你。在串流時代，權力正快速轉移到製片廠手上。」 On the other hand, the fact that 17 million people decided to leave their bubbles and go sit with strangers in a theater — amid rising coronavirus infections, the result of the delta variant — when they could just push a button in their living rooms is nothing to sneeze at. For now, theatrical distribution remains a major revenue generator and cannot be ignored if studios want to make money on big-budget spectacles. 另一方面，新冠病毒Delta變異株肆虐引發病例增加之際，人們明明可以在自家客廳按鈕收看，卻有1700萬人決定放棄與世隔絕，到電影院跟陌生人坐在一起，這不是小數目。目前如果製片廠想在高成本大片賺錢，院線發行仍是不能忽視的主要收入來源。Source article: https://udn.com/news/story/6904/5623457
Pivot launches its Quarterly Review series, with a look back at the past two quarters and predictions of what's ahead. Kara and Scott discuss the biggest wins and fails of the year so far and check their prediction track record. They also get some forecasting from Friends of Pivot, including Congressman Ro Khanna, Lightshed Partners' Rich Greenfield, MSNBC's Stephanie Ruhle, and fellow podcaster Preet Bharara. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pivot launches its Quarterly Review series, with a look back at the past two quarters and predictions of what's ahead. Kara and Scott discuss the biggest wins and fails of the year so far and check their prediction track record. They also get some forecasting from Friends of Pivot, including Congressman Ro Khanna, Lightshed Partners' Rich Greenfield, MSNBC's Stephanie Ruhle, and fellow podcaster Preet Bharara. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pivot launches its Quarterly Review series, with a look back at the past two quarters and predictions of what's ahead. Kara and Scott discuss the biggest wins and fails of the year so far and check their prediction track record. They also get some forecasting from Friends of Pivot, including Congressman Ro Khanna, Lightshed Partners' Rich Greenfield, MSNBC's Stephanie Ruhle, and fellow podcaster Preet Bharara. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Pivot launches its Quarterly Review series, with a look back at the past two quarters and predictions of what's ahead. Kara and Scott discuss the biggest wins and fails of the year so far and check their prediction track record. They also get some forecasting from Friends of Pivot, including Congressman Ro Khanna, Lightshed Partners' Rich Greenfield, MSNBC's Stephanie Ruhle, and fellow podcaster Preet Bharara. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Shares of the movie theater chain going on another wild ride today, as the company raised another $587m in equity, but warned about the recent volatility in the stock. We’re joined by Rich Greenfield, the LightShed partners analyst who says shares are going to $0.01, to talk about how he justifies his price target.
In today's episode of compounding lifestyle,#AMCArmy / #AMC100K , Revisiting Stock Picks, And A Few Tips $VIAC $AMC. AMC stock roars amid boost from Reddit, meme stock squeeze. Shares of AMC Entertainment Holdings Inc. AMC, +7.47% rallied 3.3% in premarket trading, putting them on track to stretch their winning streak to seven sessions. That would be the longest win streak for the movie theater operator's stock since the seven days ending July 17. The stock had run up 44.2% over the past six sessions, which was the longest win streak since the six-day streak ended July 31. The so-called "meme" stock has received a boost amid renewed interest by retail investors, as MarketWatch's Thornton McEnery reported. Meanwhile, fellow "meme" stock GameStop Corp. GME, +12.93% fell 0.1% ahead of Monday's open. During AMC's latest win streak, GameStop's stock has slipped 0.7% and the S&P 500 SPX, -0.25% has given up 0.7%. The push for AMC stock today comes along with a new hashtag: #AMC100K. This is yet another short squeeze attempt from investors in AMC Entertainment. The goal is to squeeze out hedge funds and send the price of the stock soaring too, well, $100K.The attempt to send AMC stock soaring today do have it seeing heavy trading in the early morning. As of this writing, more than 38 million shares have changed hands. For perspective, the stock's daily average trading volume is 91.3 million shares. Unfortunately, that heavy movement isn't transferring over to major gains in price. AMC stock is only up about 2.1% Friday morning, which has it trading at roughly $13 per share. Those apes still have a long way to go before they reach #AMC100K. AT&T-Discovery deal puts pressure on streaming video rivals. AT&T Inc's $43 billion deal on Monday to spin out its WarnerMedia business and combine it with Discovery Inc was among the most ambitious yet in the streaming era. Media bankers and analysts said it will not be the last. The agreement adds Discovery's 15 million subscribers to the 64 million subscribers that WarnerMedia's HBO Max has globally. The size of the subscriber base drives revenue and the budget for new content. The bigger scale of the combined company gives it a fighting chance against Netflix Inc and Walt Disney Co., which have 207.6 million and 103.6 million subscribers, respectively. But the deal leaves the remaining streaming players -- notably ViacomCBS Inc and Comcast Corp's NBCUniversal -- vulnerable.NBCUniversal could look toward acquiring movie studios MGM or Lionsgate, but those alternatives do not have the scale that a WarnerMedia deal would have had, Rich Greenfield, partner, and analyst at LightShed Partners, wrote on Monday. MGM has been exploring a sale that could value the studio at over $5 billion, Reuters reported earlier this year. $ARKX $XOM $TSLA $AAL $BNGO $MARA $O $CRWD $FB $AAPL $FCEL $MGM $GOOGL $EZGO $SHOP $MTCH $DIS $PDD $ $TWTR $AMZN $EBET $PLTR $BFLY $ENZC $GM $ABNB $BUZZ $PTON $TDOC $DDD $U Bitcoin Ethereum, Stellar Control the Cash balance today and position yourself accordingly. Let's GO!!!!! Research Links: www.Finviz.com www.Nasdaq.com Learn more about options: https://tinyurl.com/Compounding-Lifestyle Music-Footprints-Playglenthomas Voice Mail link, show us some love, call in to ask questions: https://anchor.fm/compounding-lifestyle/message (copy/paste the URL) Robinhood link: https://join.robinhood.com/arristw DISCLAIMER: These Podcasts are for educational purposes only. Nothing in this podcast should be construed as financial advice or a recommendation to buy or sell any sort of security or investment. Consult with a professional financial advisor before making any financial decisions. Do your research and due diligence --- Send in a voice message: https://podcasters.spotify.com/pod/show/compounding-lifestyle/message Support this podcast: https://podcasters.spotify.com/pod/show/compounding-lifestyle/support
Linkedin is building features for Creators, What is community going to do with $90M, Snap is perfectly suited for ecommerce and Rich Greenfield from Lightshed rants on all things!
The pandemic changed everything - including the media landscape. What happens when things get back to mostly normal? ESPN’s Brian Windhorst, The Verge’s Bijan Stephen, and Lightshed’s Rich Greenfield talk about the way big-time sports, streaming, TV, movies, and gaming all responded to the pandemic, and predict what happens next. Featuring: Brian Windhorst (@WindhorstESPN), NBA Reporter for ESPN Bijan Stephen (@bijanstephen), reporter for The Verge Rich Greenfield (@RichLightShed), General Partner at Lightshed Ventures 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 megaphone.fm/adchoices
Barry Ritholtz, Founder of Ritholtz Wealth Management, Bloomberg Opinion columnist, and Host of Masters of Business, on why Robinhood is being unfairly targeted. Sinan Aral, Director of the MIT Initiative on the Digital Economy, along with Barry Ritholtz, on the GameStop hearing and whether social media like r/WallStreetBets manipulated financial markets. Rich Greenfield, Partner and media analyst at Lightshed Partners LLC, on their new venture fund. Joe Carroll, US Energy reporter for Bloomberg, on the Texas power crisis. Hosted by Paul Sweeney and Matt Miller.
Tom Friedman, New York Times foreign affairs columnist, shares takeaways from his conversation with President-Elect Joe Biden as negotiations for stimulus wear on and coronavirus cases rise. E-document company DocuSign reported a solid third quarter, building on a 200%+ stock rise throughout the pandemic. DocuSign CEO Dan Springer makes the case for all things electronic even after the pandemic ends. Plus, AT&T’s WarnerMedia will simultaneously release all of its 2021 films for streaming on HBO Max and for viewing in theaters. Rich Greenfield, partner at LightShed, explains why this decision could be a watershed moment for Hollywood and Wall Street. Learn more about your ad choices. Visit megaphone.fm/adchoices
Amazon is rolling out grocery pickup at Whole Foods, but Bezos may still have a few kinks to iron out to make the effort a success. Netflix reported disappointing results for its third quarter after missing subscriber targets, but Snapchat surprised the Street with a strong delivery for its investors and its advertisers. Lightshed’s Rich Greenfield and CNBC’s Julia Boorstin discuss the two platforms, and what’s to come for each. Stimulus negotiations continue on the Hill, and CNBC’s Ylan Mui tracks the possible paths forward, as well as the mounting frustration across the country. Plus, Boston Dynamics’ robot dog Spot may help keep employees safe amid the pandemic. CEO Robert Playter says if they take over menial, repetitive tasks, Spots could reduce density in the workplace, although robots are no match for human common sense. Usually. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ruth Bader Ginsburg, the second woman to serve on the Supreme Court and a pioneering advocate for women’s rights, has passed away at the age of 87. Chris Krueger, Cowen Washington Research Group managing director, discusses the Supreme Court vacancy and the fate of the Affordable Care Act. President Trump has approved Oracle and Walmart’s deal to acquire minority stakes in a newly formed company: TikTok Global. Details of the deal between the U.S. government, Oracle, Walmart, and TikTok’s parent company ByteDance are still unclear; Lightshed’s Rich Greenfield discusses the many implications for shareholders and the tech industry at large. Plus, confidential U.S. documents reveal that several major world banks moved large sums from allegedly illicit funds over a period of nearly 20 years. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this week's Brand Story, Inc., we're joined by Rich Greenfield of Lightshed Partners, who offers an industry veteran's take on connected TV and the current cold war being waged for your attention in a saturated media marketplace.
New spikes in coronavirus cases around the U.S. have signaled a yellow light for companies, consumers, and the markets betting on a nationwide reopening. Dr. Scott Gottlieb, former FDA Commissioner, warns of a time gap between implementation of policy and affecting Covid-19’s spread. Steps taken now amid infection spikes, he says, will help states in a few weeks. Disney has indefinitely postponed reopening California theme parks amid the case spikes, although Florida properties are still on track for a July reopening despite employee petitions to delay. Media watcher and Lightshed Partners co-founder Rich Greenfield says Disney’s plans for Florida point to a media giant under financial pressure. Plus, markets also took a signal from the cautious road to reopening; Allianz Chief Economic Advisor Mohamed El-Erian is looking for the next anchor for the stock market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Friday Guest Host Take Over: Rich Greenfield, CoFounder of LightShed Partners, joins Erika to break down why Netflix is getting it right and traditional media is getting it wrong.
Stratechery’s Ben Thompson, Lightshed’s Rich Greenfield, and Crisis Text Line’s Bob Filbin join Recode’s Peter Kafka to talk about the impact of the Coronavirus pandemic. Thompson talks about the pros and cons of social media in a crisis - and what it’s like to live in Taiwan, where he’s based; Greenfield discusses Hollywood’s move to let us watch new movies at home instead of theaters; and Libin explains what we can do to help people in crisis. Featuring: Ben Thompson (@benthompson), founder of Stratechery Rich Greenfield (@RichLightShed), analyst and partner at Lightshed Bob Filbin (@bobfilbin), Chief Data Scientist at Crisis Text Line 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 megaphone.fm/adchoices
First up, Dan McMurtrie. He and his partners founded Tyro Partners, a New York City-based hedge fund, at a time when hedge fund closings are much more common than emerging fund launches. Dan lists some of the most important things he's figured out on his journey. He also talks about how one of the most under-appreciated sources of alpha is being nice to people.Later on we bring in Rich Greenfield, one of the most widely followed and respected analysts in the technology, media and telecom (TMT) space on Wall Street. Michael Batnick and Josh Brown got a chance to talk to him about the launch of Disney+, the rise of over-the-top streaming apps like Netflix, why Roku is such a hot stock and what we can expect for the next generation of video launches. One thing Rich is certain of is that while there may be winners among streaming services, traditional broadcast TV is sure to be the biggest loser.You can follow Dan's renowned Twitter feed / alter-ego Super Mugatu here:https://twitter.com/supermugatuTyro Partners homepage here:https://www.tyropartners.com/You can follow Rich Bernstein's ongoing commentary via his Twitter account:https://twitter.com/RichLightShed...and check out his excellent blog here:https://lightshedtmt.com/Be sure to subscribe to our channel so you never miss an update:https://www.youtube.com/thecompoundrw...Beginning Investors, check out Liftoff:http://liftoffinvest.comFollow us on Twitter:https://twitter.com/RitholtzWealthFollow us on Facebook:https://www.facebook.com/ritholtzwealth/Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-a... See acast.com/privacy for privacy and opt-out information.
Rich Greenfield is a Partner at LightShed Partners. In this conversation, Rich and Anthony discuss new media models like Barstool Sports, The Athletic, & Substack, what’s going on in the streaming wars between ESPN, Disney+, Netflix, Apple, & Amazon Prime, the podcast world with Bill Simmons, Gimlet Media, Anchor, & Luminary, and what he thinks is going on with Twitter, TikTok, & Quibi. CRYPTO.COM-----The only all-in-one platform that allows you to BUY / SELL / STORE / EARN / LOAN / INVEST crypto all from one place. Join over 1 million users and download the Crypto.com app today to earn $50 USD using the code ‘pomp2020’ when you sign up for one of their MCO Visa Cards. TAXBIT-----Refund-maximizing, cryptocurrency tax software you can depend on. Visit taxbit.com/invite/pomp and receive 10% off your tax plan today by signing up for a free trial. TRAVALA.COM-----Travala.com is the world’s leading blockchain-based travel booking platform trusted by thousands of customers worldwide as their preferred online travel agency. Book over 2 Million hotels and accommodations and pay with 25 cryptocurrencies or credit and debit cards.
Clay Travis brings in Frank Isola to talk about all the top stories in sports and Clay dives into the story about Memphis and James Wiseman, how can a college kid pay $11,500 in restitution? Clay and the crew discuss cash-only businesses and Clay talks the future of streaming and sports media with Rich Greenfield. Plus, Clay and the crew make their Thursday Night Football picks! Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Clay Travis previews what should be an entertaining Thursday Night Football game between the Colts/Texans and gets the crew’s picks. Clay has a crazy stat about Luka Doncic and brings in Frank Isola to talk about that and all the other top stories in sports. Clay dives into the story about Memphis and James Wiseman, how can a college kid pay $11,500 in restitution? Clay and the crew discuss cash-only businesses and Clay talks the future of streaming and sports media with Rich Greenfield. Plus, Dr. Chao is in the house to give you the key injuries heading into NFL Week 12 and talks Tua. Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
With even more new streaming services launching in the months ahead, we talk with opinionated analyst Rich Greenfield about the transforming media landscape and the challenges facing giants Disney, Comcast and AT&T.
This week on Wins & Losses, Clay Travis is joined by Media futurist and partner at LightShed, Rich Greenfield. The two discuss the large and rapid change in media that we are all seeing in recent years. They dive into how people are consuming their media, the shift from cable and satellite to streaming services, and the tough decisions media companies are making when it comes to how they will choose to broadcast their different services. They also look ahead at how sports and streaming services, such as Netflix and Apple TV+ may or may not partner in the coming years, and how younger audiences are affecting these decisions. Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Subscribe to the Wins & Losses podcast right here: https://podcasts.apple.com/us/podcast/wins-losses-with-clay-travis/id1464161769. This week on Wins & Losses, Clay Travis is joined by Media futurist and partner at LightShed, Rich Greenfield. The two discuss the large and rapid change in media that we are all seeing in recent years. They dive into how people are consuming their media, the shift from cable and satellite to streaming services, and the tough decisions media companies are making when it comes to how they will choose to broadcast their different services. They also look ahead at how sports and streaming services, such as Netflix and Apple TV+ may or may not partner in the coming years, and how younger audiences are affecting these decisions. Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
On today's special interview episode, renowned media futurist Rich Greenfield returns to fill us in on the latest developments in the streaming wars and how these changes might impact viewers in the coming years. Greenfield is a media and tech analyst with BTIG who has been following the industry for decades.Support us by supporting our sponsors!
Rich Greenfield, BTIG Managing Director & TMT Analyst, says SNAP is their single best buy on the long side. Walter Piecyk, BTIG Managing Director & TMT Analyst, says Sprint and T-Mobile want Trump to see the deal as a way to beat China to 5G. Craig Moffet, MoffettNathanson Senior Research Analyst, discusses cable video losses. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Rich Greenfield, BTIG Managing Director & TMT Analyst, says SNAP is their single best buy on the long side. Walter Piecyk, BTIG Managing Director & TMT Analyst, says Sprint and T-Mobile want Trump to see the deal as a way to beat China to 5G. Craig Moffet, MoffettNathanson Senior Research Analyst, discusses cable video losses.
Clay Travis is live from Manhattan this morning and is chasing two big stories: LSU head basketball coach Will Wade was busted on a phone-tap by the FBI and there was an overnight, early morning battle between Ian Rapoport and Adam Schefter in regards to Antonio Brown being traded to the Buffalo Bills... or not. Clay breaks the AB news live during his Dan Wetzel interview, Dan was 1 of the reporters who broke the Will Wade story. Geoff Schwartz is on for his usual Friday fun and Clay welcomes sports media guru Rich Greenfield into the New York studio! Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Clay Travis, live from New York City, dives into the FBI phone tapping controversy involving LSU and head basketball coach Will Wade. Clay breaks the news that Pittsburgh Steelers wide receiver Antonio Brown will not be going to Buffalo. Dan Wetzel, joins Clay to discuss the Will Wade story that he helped break. Geoff Schwartz shares his thoughts on the continued Antonio Brown saga. And sports media guru Rich Greenfield joins Clay in studio to discuss the potential of technology companies moving into the realm of sports media. Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says there's not a lot of inflation in the Fed data due to the impact of technology and globalization. Mary Lovely, Peterson Institute Senior Fellow, emphasizes that there is a will to get something done between the U.S. and China. Rich Greenfield, BTIG Technology, Media & Telecom Analyst, believes that Instagram will be a bigger business than Facebook in totality long-term. Chuck Leavell, Musician and Mother Nature Network Co-Founder, shares his experience working with music legends. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says there's not a lot of inflation in the Fed data due to the impact of technology and globalization. Mary Lovely, Peterson Institute Senior Fellow, emphasizes that there is a will to get something done between the U.S. and China. Rich Greenfield, BTIG Technology, Media & Telecom Analyst, believes that Instagram will be a bigger business than Facebook in totality long-term. Chuck Leavell, Musician and Mother Nature Network Co-Founder, shares his experience working with music legends.
Clay Travis & the crew pick tonight's big Thursday Night Football game between the Chargers and Chiefs and Clay has a Bad Santa story from England. Rich Greenfield joins Outkick for an intelligent chat about the future of sports media and Clay talks College Playoff expansion! Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Clay Travis is joined by Shannon Spake of FOX Sports, MLB insider Jon Morosi, gambling expert Jon Morosi, media guru Rich Greenfield, and FAU head coach Lane Kiffin! Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Clay Travis discusses the first major day of NFL football as the preseason kicks off in earnest, the new NCAA college basketball policy changes, Nick Saban's comments on Jalen Hurts, the changing media landscape, and more! Also, appearances from Lane Kiffin, Shannon Spake, Jon Morosi, Jon Campbell, and Rich Greenfield! Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Clay Travis is joined by Rich Greenfield of BTIG to discuss the latest in the media & sports landscape, as well as some potential major mergers. Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Clay Travis discusses the Warriors winning the NBA Finals, LeBron showing up to the post-game presser in a cast, and where LeBron should go next. Also, an appearance from Rich Greenfield of BTIG to discuss the latest in the media landscape. Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Clay Travis is joined by NFL expert Alex Marvez & Rich Greenfield of BTIG Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Joe and Tom are joined by is joined by Rich Greenfield, Media Futurist, Media & Tech Analyst at BTIG, for a conversation on everything Sports Media! Rich is an Equity research analyst with a focus on the media and technology industries since 1995. Co-creator of the BTIG Research blog, which provides thought-provoking financial, market strategy, media, restructuring, telecom and technology research and commentary from analysts at BTIG. His coverage ranges from diversified media and entertainment conglomerates, movie studios, online video, cable and satellite distributors and advertising-based Internet media companies. Rich talks about ithe future of sports media, digital trends, esports and much more. Rich also talks about the increasing role of the tech giants in the sports world and how the changing viewing behaviors of consumers. This episode is a must listen for anyone in sports media! You can follow the Rich on Twitter @RichBTIIG The Facts The CUSP Show is a production by the faculty of Sports Management at Columbia University. You can get in touch with the program on Twitter @CU_SPS_Sports Our presenters are Joe Favorito (@Joefav) and Tom Richardson (@ConvergenceTR).
Bob Sinche, Amherst Pierpont Securities Global Strategist, advises to be disciplined when reacting to market volatility. Rich Greenfield, BTIG Media and Technology Analyst, thinks the pressure on Facebook's stock is overdone. Miranda Carr, Haitong International Research Executive Director, says Xi's vision for China has changed. Chad Hart, Iowa State University Associate Professor of Economics and Crop Markets Specialist, says over the past 5 years, we've seen a dramatic decline in net farming income. Doug Kass, Seabreeze Partners President, says the market has changed dramatically in the past decade. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Bob Sinche, Amherst Pierpont Securities Global Strategist, advises to be disciplined when reacting to market volatility. Rich Greenfield, BTIG Media and Technology Analyst, thinks the pressure on Facebook's stock is overdone. Miranda Carr, Haitong International Research Executive Director, says Xi's vision for China has changed. Chad Hart, Iowa State University Associate Professor of Economics and Crop Markets Specialist, says over the past 5 years, we've seen a dramatic decline in net farming income. Doug Kass, Seabreeze Partners President, says the market has changed dramatically in the past decade.
Rich Greenfield is a tech and media analyst with BTIG who’s been covering this battle in some capacity for decades. We had the chance to talk to him in depth on today’s episode.Follow Rich on Twitter @RichBTIGSupport us by supporting our sponsors!
Clay Travis discusses all the things Vince McMahon is doing right with the new XFL & what he could do better. Also, the selections for the NBA All-Star game, social awkwardness from Jason Martin, appearances from Rich Greenfield, Kayce Smith, and more! Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Scott Galloway, NYU Stern Professor and author of "The Four," told Jon Ferro and Tom Keene that we're about to see Margrethe Vestager go gangster on big tech regulation. Rich Greenfield, BTIG analyst, says it's not clear how Amazon, Apple, Facebook and Google will weaken given their size right now. Paul Sweeney, Bloomberg Intelligence Director of North American Research, says his team is beginning to analyze blockchain in the marketplace, from consumer to financial services. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Scott Galloway, NYU Stern Professor and author of "The Four," told Jon Ferro and Tom Keene that we're about to see Margrethe Vestager go gangster on big tech regulation. Rich Greenfield, BTIG analyst, says it's not clear how Amazon, Apple, Facebook and Google will weaken given their size right now. Paul Sweeney, Bloomberg Intelligence Director of North American Research, says his team is beginning to analyze blockchain in the marketplace, from consumer to financial services.
Representative Jim Renacci, a Republican from Ohio, says he's a big believer in the 401(k) and that the Republicans risk holding the majority if they don't pass the tax bill. Prior to that, Willem Buiter, Citigroup's chief economist, offers his global growth outlook for the year ahead. Finally, Rich Greenfield, a media analyst at BTIG, says future generations aren't going to watch linear TV but they'll consume more content than previous generations on an array of platforms. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Representative Jim Renacci, a Republican from Ohio, says he's a big believer in the 401(k) and that the Republicans risk holding the majority if they don't pass the tax bill. Prior to that, Willem Buiter, Citigroup's chief economist, offers his global growth outlook for the year ahead. Finally, Rich Greenfield, a media analyst at BTIG, says future generations aren't going to watch linear TV but they'll consume more content than previous generations on an array of platforms.
Nicholas Heymann, an analyst at William Blair, says GE's John Flannery is moving at lightspeed in changing the company. Prior to that, Michael Darda, chief economist at MKM Partners, says long rates don't look like they're headed up dramatically any time soon. Robert Hormats, Kissinger Associates' vice chairman, says the current administration's level of engagement with China isn't enough. Senator Chris Van Hollen, a Democrat from Maryland, says middle-class tax payers will be hit hard under President Trump's tax plan. Finally, Rich Greenfield, an analyst at BTIG, says Amazon's prepared to take football rights away from legacy media. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Host Jack Rico is joined by actress/singer Mandy Gonzalez and media/tech analyst Rich Greenfield. Gonzalez (9:35), who is currently playing the role of Angelica Schuyler in the mega-smash Broadway hit Hamilton, talks her debut album Fearless, plus, how she asked Lin-Manuel Miranda to write the title track, her moments of discrimination because of her Latino last name and her upcoming concert appearance at New York's legendary cabaret Cafe Carlyle. Rich Greenfield (30:29), one of Wall St.'s most quoted media analysts, comes on the show to discuss with Jack EVERYTHING you need to know on why Verizon dropped Univision from FIOS. What can Hispanic subscribers do? Rich offers several suggestions. This is a must-listen to segment if you're a FIOS subscriber! Would you like to get in touch with us? Email us at highlyrelevant@showbizcafe.com and help us spread the word on social media: Twitter Facebook Instagram If you enjoyed this episode head on over to iTunes and kindly leave us a rating, a review and please subscribe! Ways to subscribe to Highly Relevant with Jack Rico: • Click here to subscribe via iTunes • Click here to subscribe via Spotify • Click here to subscribe via Stitcher
Nicholas Heymann, an analyst at William Blair, says GE's John Flannery is moving at lightspeed in changing the company. Prior to that, Michael Darda, chief economist at MKM Partners, says long rates don't look like they're headed up dramatically any time soon. Robert Hormats, Kissinger Associates' vice chairman, says the current administration's level of engagement with China isn't enough. Senator Chris Van Hollen, a Democrat from Maryland, says middle-class tax payers will be hit hard under President Trump's tax plan. Finally, Rich Greenfield, an analyst at BTIG, says Amazon's prepared to take football rights away from legacy media.
Wall Street analyst Rich Greenfield is outspoken in his belief that Walt Disney Co., parent of struggling ESPN, is in trouble. The CEO blocked him on Twitter. He's ignored on Disney's analyst calls. You know the House-of-Mouse of Pain is in effect, y'all.
Clay Travis recaps a day full of attention after he destroyed ESPN. He also looks at the future of sports media and discusses it along with media analyst Rich Greenfield, as well as fellow FSR host and former ESPN employee Colin Cowherd. Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
Clay Travis talks about his domination of sports media, and also is joined by Rich Greenfield and Colin Cowherd to break down a crazy week with ESPN and what the future holds. Learn more about your ad-choices at https://news.iheart.com/podcast-advertisers
BTIG's Rich Greenfield talks with Recode's Peter Kafka about being an outspoken media and technology analyst who has made enemies throughout Hollywood and much of the big-media landscape. Greenfield has advised clients to bet on Netflix and against Disney as the traditional paid content model breaks down, but also readily cops to the times in the past when he has been wrong. He also talks about why investors have to keep an eye on the startup ecosystem, the importance of data for anyone in media who wants to go direct-to-consumer, and why Google should buy Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tom Keene and David Gura talk to Niall Ferguson, a senior fellow at Stanford's Hoover Institution, about the role of populism in Donald Trump's election. Then, Willem Buiter, the chief economist at Citi, discusses what the role of the Fed could be under President Trump. Then, Robert Sinche, a global strategist at Amherst Pierpont, says he's still looking for an overshoot in the Mexican peso. Also, Rich Greenfield, an analyst at BTIG, says ESPN's struggling to expand because viewers have an infinite number of other options to watch. Finally, Bret Baier, host of "Special Report" on Fox News, says the Republican party has no excuses to not get anything done. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Tom Keene and David Gura talk to Niall Ferguson, a senior fellow at Stanford's Hoover Institution, about the role of populism in Donald Trump's election. Then, Willem Buiter, the chief economist at Citi, discusses what the role of the Fed could be under President Trump. Then, Robert Sinche, a global strategist at Amherst Pierpont, says he's still looking for an overshoot in the Mexican peso. Also, Rich Greenfield, an analyst at BTIG, says ESPN's struggling to expand because viewers have an infinite number of other options to watch. Finally, Bret Baier, host of "Special Report" on Fox News, says the Republican party has no excuses to not get anything done.
Three experts on media and telecom weigh in on the AT&T and Time Warner merger. Scott Galloway, a professor of marketing at New York University, says we are at peak advertising and people will pay to opt out of advertising. Craig Moffett, a partner and senior research analyst at MoffettNathanson, says an AT&T and Time Warner deal won't result in cost savings. Rich Greenfield and Walter Piecyk, analysts at BTIG, say we are moving away from watching linear television and moving to an on-demand world with no commercials. Plus, Oliver Hart, a professor of economics at Harvard University and this year's Nobel Prize winner in economics, says he would ask about the efficiency gains of AT&T and Time Warner. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Three experts on media and telecom weigh in on the AT&T and Time Warner merger. Scott Galloway, a professor of marketing at New York University, says we are at peak advertising and people will pay to opt out of advertising. Craig Moffett, a partner and senior research analyst at MoffettNathanson, says an AT&T and Time Warner deal won't result in cost savings. Rich Greenfield and Walter Piecyk, analysts at BTIG, say we are moving away from watching linear television and moving to an on-demand world with no commercials. Plus, Oliver Hart, a professor of economics at Harvard University and this year's Nobel Prize winner in economics, says he would ask about the efficiency gains of AT&T and Time Warner.
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