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A Business Upended: Streaming disrupts the Entertainment Business!

Musings on Markets

The recent troubles in entertainment, though, reflect a longer term disruption that has occurred in the business, with the rise of streaming as an alternative to the traditional platforms for movies and television shows. That said, the movie business remained concentrated, with the biggest players dominating each segment of the business.

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Transcript: Kenneth Tropin

Barry Ritholtz

TROPIN: And you know, we certainly did that on a portion of what we look at as our risk budget. TROPIN: I mean, you know, there were equity hedge funds that were pretty levered, that had pretty highly concentrated, you know, growth bets, and a lot of technology companies and so on. TROPIN: Correct. And just be patient and stay with it.

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Transcript: Bill Dudley, NY Fed Chief

Barry Ritholtz

So I think, you know, one of the problems I think you, you have is that the Fed Reserve does publish a forecast, the Summary of economic projections, which is the forecast of all the 19 FMC participants. But those forecasts are, you know, not particularly reliable. 01:03:31 [Speaker Changed] It’s already in your budget.

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2:00PM Water Cooler 1/17/2023 | naked capitalism

CFO News Room

Here’s page one: The footnotes are very entertaining. This could be explained by several factors including insufficient concentration, improper formulation and/or amount of PVP-I, inadequate duration of exposure, inappropriate method of administration, and mucociliary clearance of PVP-I from the nasal cavity. Democrats en Déshabillé.