From FOMO to GERF, SCOTUS vs. POTUS, and A Tale of Two Housing Markets 6/30/23
The Exchange
00:00
The Bearish Analyst Notes on Disney
There are some major questions about what the future of Disney is going to look like. ESPN and live sports in general are very much the glue holding the traditional TV bundle together. We're waiting to see if that theme park momentum really holds up as it has for the past couple years.
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Transcript
