In this episode of The Eisman Playbook, host Steve Eisman talks with Michael Nathanson from Moffett Nathanson about the shifts in the media landscape sparked by Netflix. The discussion delves into how Netflix’s international expansion upended traditional media models and how cable networks responded. They also explore the financial impact on companies like Disney and Warner Brothers, highlighting Netflix’s current dominance in the streaming wars. Additional conversations cover the challenges for Google and Meta in integrating AI, the state of the cable industry, and media company consolidation. The episode concludes with recommendations on new and old streaming shows to watch.

Watch this episode on YouTube: https://youtu.be/BPHQ8GpRAts

Key Episode Moments:

00:00 Introduction to the Eisman Playbook

00:04 The Evolution of Media Markets

00:53 Welcome to the Podcast

01:45 Market Reactions and Guest Introduction

03:10 The Rise of Netflix

04:51 The Golden Age of Cable and Film

06:55 The Impact of Competition and Pricing

10:53 The Streaming Revolution

13:43 The Decline of Traditional Media

21:30 The Rise of Streaming Giants

33:45 The Global Scale of Netflix

39:56 Market Challenges for Warner Brothers and Paramount

40:55 Apple’s Content Strategy and Challenges

43:54 Disney’s Market Struggles and Streaming Strategy

47:26 Disney’s Handling of Star Wars and Marvel

54:07 AI and Its Impact on Google and Facebook

01:07:13 Cable Companies in the Modern Media Landscape

01:12:14 TV Show Recommendations

01:15:50 Conclusion and Closing Remarks

Michael’s company website: https://www.moffettnathanson.com/

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Episode Production Credits

Producer:Collier Landry

Producer & Publicity:Steven Cohen, Next Horizon Media

Post-Production Services by Don’t Touch My Radio

Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.

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