Jessica Reif, Managing Director of Bank of America Merrill Lynch joins Cheddar to discuss the changing media landscape in America, specifically the Disney / Fox 21st Century deal set to close soon.
According to Reif, this deal will reshape the entire media landscape. She talks about the Murdoch family and their willingness to sell. She says the deal will make other companies think about what they want to be, and how they will compete in the modern era.
Disney isn't interested in Fox's news or sports programming, and that may be because of regulatory issues. Reif says when it comes to sports, the best reach is still, by far, broadcast. She expects sports to stay on traditional TV for a long, long time.
Reif also talks about the amount of money the FANG stocks (Facebook, Amazon, Netflix and Google) are spending on video content, and how they will compete with the traditional outlets.
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Chris Marquette of POLITICO breaks down how the FAA is cutting flights and facing a critical shortage of air‑traffic controllers amid the government shutdown.
Dr. Manuele Aufiero, CEO & Co‑Founder of Sizable En a groundbreaking undersea energy‑storage technology powering the global shift to clean, scalable power.
Paul Fipps, President of Global Customer Operations at ServiceNow, breaks down the company’s earnings beat, 5‑for‑1 stock split and booming enterprise AI demand
Movie studios are comfortable digging through comic bins for hot new intellectual property, but they are not comfortable returning the favor and sharing th
Chris Versace, CIO at Tematica Research and portfolio manager for TheStreet Pro, joins from the NYSE to break down the Fed’s latest move and Big Tech’s earnings
Sabrina Siddiqui, National Politics Reporter at The Wall Street Journal, joins to break down the SNAP funding delays and the human cost of the ongoing shutdown.
