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    Business

    Strictly Business

    Industry leaders converse about business deals, strategy and the future of media and entertainment.

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    Latest Episodes:
    Pandemic Conditions Accelerate a 'Metaverse' of Media Deal Opportunities Jan 13, 2021
    Show notes

    Bart Spiegel, U.S. entertainment and media deals leader for PWC, offers his 2021 outlook on dealmaking in an industry that has buffeted and buoyed by pandemic conditions. Spiegel points to the rise of videogame usage and a "repositioning" of assets held by traditional media giants as trends to watch in the year ahead.

    Aryeh Bourkoff: How Big Media Can Change the Narrative in 2021 Jan 06, 2021
    Show notes

    Aryeh Bourkoff, CEO of LionTree, offers insights into how the pandemic has reshaped the marketplace and what that means for media dealmaking in the near term. The veteran investment banker, who is on speed dial for such notable, media moguls as John Malone and Shari Redstone, weighs in on the convergence trends that he sees coming for Big Media and Big Tech, and he explains why LionTree is closely watching the gaming arena.

    Making Sense of a Wild Year in the Streaming Wars Dec 30, 2020
    Show notes

    Instead of the usual guest interview, this episode features co-host Andrew Wallenstein offering his no-holds-barred assessment of everyone who competed in streaming video in 2020, from the stratospheric rise of Disney+ to the ignominious end of Quibi.

    How Jessica Lessin Built a Digital Media Business by Covering Digital Media Dec 23, 2020
    Show notes

    Jessica Lessin, founder and editor-in-chief of The Information, discusses the growth of the eight-year-old outlet that has distinguished itself through deep-dive reporting, analysis and scoops in the tech and media worlds. Lessin also offers her perspective on trends for the coming year at Facebook, Google, TikTok, and she weighs in on the prospect of some Silicon Valley stalwarts facing regulatory action next year, at home and abroad.

    How Hollywood Dealmaker Thomas Dey Views the Streaming Wars Dec 16, 2020
    Show notes

    Thomas Dey, president and CEO of ACF Investment Bank, discusses the dealmaking landscape in media and entertainment, predicting that networks and services stuck between those with massive scale and those with niche audiences will get "washed away."

    How Producer Brent Montgomery Went From 'Pawn Stars' to Hype House Dec 11, 2020
    Show notes

    The veteran unscripted TV producer and entrepreneur behind Wheelhouse discusses the building blocks of his three-year-old venture. Montgomery, the producer behind "Pawn Stars" and other cable hits, explains why Wheelhouse has expanded beyond TV production to investing in tech startups, digital media, marketing and merchandising efforts for promising talent talent such as TikTok phenoms Hype House.

    How Philo Keeps Pace in the Virtual MVPD Race Dec 02, 2020
    Show notes

    For just $20 a month, Philo offers consumers more than 60 cable channels. It's a simple value proposition that has helped this venture stand out in a crowded marketplace of so-called virtual MVPDs. And as Philo CEO Andrew McCollum explains, he's not about to make the mistake that has the prices of many of his competitors soaring.

    Sinclair's STIRR Bets That All TV Viewing is Local Nov 25, 2020
    Show notes

    Sinclair Broadcast Group has taken the streaming wars to local markets. The TV station giant is expanding its ad-supported STIRR platform designed to help its nearly 200 stations better monetize digital viewing of newscasts and syndicated programming. Adam Ware, Sinclair's VP and general manager of national networks and platforms, talks about the growth of the streaming service and why local TV is poised to prosper in the free streaming arena.

    Universal Pictures Marketing Chiefs Look Back on a Year of Bold Moves Nov 18, 2020
    Show notes

    Michael Moses and Dwight Caines reflect on how they rewrote the theatrical promotional playbook over the course of the global pandemic as the first studio to bypass theaters, strike the only deals with major exhibitors to shorten the theatrical window, and introduce a new hybrid window.

    How Electronic Arts is Producing TV Shows to Broaden the Videogame Market Nov 11, 2020
    Show notes

    EA's competitive gaming entertainment unit not only oversees the esports extensions of its best-selling games, but a completely different kind of entertainment more akin to "Project Runway" than the "League of Legends World Championship."

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