Fox Stands Up to the NFL, a Big Change to TV Ownership, and Ellison Commits to 30 Movies
Matt is joined by Bloomberg’s Lucas Shaw to discuss why Fox is refusing to renegotiate their media rights deal with the NFL until their current deal expires after the 2029 season, the impact of the FC...
10 Aug 37min
The Case for Disney Exiting the Streaming Wars
Matt is joined by Wells Fargo analyst Steven Cahall to make the case for why Disney should exit the streaming business and focus only on producing and licensing its content. Steven digs into why Disne...
7 Aug 30min
Can the Paramount-WBD Merger Survive a Trial, Midterms, and a $650 Million Clock?
Matt is joined by Puck’s Eriq Gardner to discuss the March 2027 trial date that has been set for the Paramount–Warner Bros. Discovery antitrust case and what it means for the likelihood of this merger...
5 Aug 36min
Why Spider-Man Broke Records, and Why Peacock Partnered With YouTube
Matt is joined by Bloomberg’s Lucas Shaw to catch up with the biggest news around town, including a record-breaking opening weekend for 'Spider-Man: Brand New Day,' WarnerMount trial-date jockeying, a...
3 Aug 37min
The Future Blockbusters Draft, Part 2
Matt and Bloomberg’s Lucas Shaw finish The Town’s first Future Blockbusters Draft by filling the remaining five slots on their teams (01:12). Host: Matt Belloni Guest: Lucas Shaw Producers: Cra...
28 Juli 32min
The Future Blockbusters Draft: The Directors, Actors, and IP That Will Define the Next Decade
Matt and Bloomberg’s Lucas Shaw put on their studio chief hats and conduct the first Future Blockbusters Draft. In Part 1, they draft five elements (director, actor, or IP) they believe will define th...
27 Juli 34min
The Surprising Winners of the AI-Enabled Entertainment Economy
Matt is joined by Sean Diffley, head of media and entertainment as well as cable and telecom research at Morgan Stanley to discuss a new system for stock picking called the MS Media Matrix, which rank...
24 Juli 37min
Is Netflix Hurting YouTube by Poaching Talent?
Matt is joined by Bloomberg’s Lucas Shaw to debate whether Netflix or YouTube is winning the battle to dominate Hollywood. They move through the pros and cons of each platform, the new rules of engage...
21 Juli 35min
