[0:00] Sweet Caroline.
[2:02] Visors: yay or nay?
[5:05] ATVI stock is well positioned with or without Microsoft.
[13:09] A Diamond Sports restructuring is the beginning of the end for RSNs.
[15:50] Non-NFL leagues need to rethink their streaming plans and combine national with local.
[18:21] Expect HBO Max on Prime subs to exceed the original HBO deal’s impact.
[22:17] What should WBD rebrand HBO Max?
[24:59] Streaming requires further consolidation but can it pass regulatory?
[31:25] 2022 ad trends create a scary setup for legacy media in 2023.
[36:12] Breakout content and cheaper price points could unleash Netflix sub growth.
[40:19] There is no Apple/Elon autonomous vehicles conspiracy.
[41:43] Positive early datapoints for Dish's post-paid service.
[44:39] Even TikTok is growth hacking these days.
[48:35] WWE needs a sustained content hot streak leading into domestic renewals.
[51:34] Why not pair MSGN with AMCX?
[55:26] Enforcing bot laws will fix the ticketing biz much more than breaking up LYV/Ticketmaster.
[57:50] How well can Fanatics diversify away from its core biz?
[59:45] We need Jalen Hurts and Justin Verlander jerseys.
[1:00:15] Cracklin Rosie.
