Hedgeye's Andrew Freedman on the Future of Streaming

The 7investing Podcast · Sep 24, 2020 · 48m

The media industry is in the midst of a great transition. From an industry that was dominated by the cable bundle for decades to the fragmented world of different apps and platforms, the way people watch and consume content is rapidly shifting. Of course, there are still songs, TV shows, and movies, like always, no one is suggesting that the content itself is going away. But, at this rate, pretty soon it almost seems like we'll need 9-10 apps just to watch every show we want to. Can this keep up?

Here to help us make sense of all this and, more importantly, who the winners and losers might be…