The most-watched entertainment company in the world, Disney lately is roiled by major exec changes, an animation eclipse from other studios, layoffs and a CEO racing to both name a successor and right the ship at the same time. CNBC media reporter Alex Sherman joins Sean McNulty and Elaine Low to talk the perfect storm facing the company with less than 18 months left in Iger’s second term. Also: the PGA-LIV anti-trust problem (2:27), latest on the strike, and what’s next on the Sun Valley agenda (43:52).

Full transcript here.

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