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Investors have poured more money into music than ever before. Music as an asset class if hotter than ever,. But the public markets have discounted the value of music companies:
This is a huge disparity, and it was time to explain why.
In this solo episode, I break down this paradox. We will also connect the dots to real estate, the post-2021 repricing, and why more take-private attempts may be ahead.
CHAPTERS
00:10 Private vs Public Money in Music
07:26 Similarities in Music
08:19 2021 Reset
15:10 WMG and UMG
24:02 What’s Ahead
SPONSORS
TRAPITAL
Where technology shapes culture. New episodes and memos every week. Sign up here for free.
By Dan Runcie4.9
167167 ratings
Investors have poured more money into music than ever before. Music as an asset class if hotter than ever,. But the public markets have discounted the value of music companies:
This is a huge disparity, and it was time to explain why.
In this solo episode, I break down this paradox. We will also connect the dots to real estate, the post-2021 repricing, and why more take-private attempts may be ahead.
CHAPTERS
00:10 Private vs Public Money in Music
07:26 Similarities in Music
08:19 2021 Reset
15:10 WMG and UMG
24:02 What’s Ahead
SPONSORS
TRAPITAL
Where technology shapes culture. New episodes and memos every week. Sign up here for free.

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