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:

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

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