The LightShed Podcast

The LightShed Podcast


Latest Episodes

Episode 148: March 3, 2023
March 03, 2023

[0:00] Mistadobalina. [2:06] Billing problems corner. [8:26] Rich’s unusually low Uber rating. [12:26] Analysts need to read financial statements.   [15:58] Will RSNs going direct-to-consumer accelerate cord-cutting?  [21:46] Does Turner really want

Episode 147: February 24, 2023
February 24, 2023

[0:00] Minor Swing.[0:58] Bienvenue tout le monde![3:52] Can WWE sell for $9 billion?[8:16] Netflix investor price cutting fears are misplaced.[12:50] What is Walt’s middle name?[13:33] Your view of the ad market depends on where you sit.[17:20] Ergen say

Episode 146: February 17, 2023
February 17, 2023

[0:00] Myself and I. [1:20] Walt could not be handling this week any better. [7:06] Investors to Snap: show me don’t tell me. [12:42] RSN leverage is irrelevant if they don’t generate positive EBITDA. [22:08] Why would Iger be at NBA Tech Summit if he

Episode 145: February 10, 2023
February 10, 2023

[0:00] The Robots[2:02] Acceptable business breakfast orders.[6:05] Roger Goodell clearly does not follow Walt’s Twitter account.[8:58] Sunday Ticket innovations.[11:51] Is Disney’s YTD stock move faith in Iger and/or the surge in legacy media stocks?[17:

Episode 144: February 3, 2023
February 03, 2023

[0:00] Marquee Moon.            [2:08] Brandon’s microphone is an injury risk.           [4:16] Zuck is a winner and he will do whatever it takes to fulfill his vision. [6:59] Apple CFO's pro-level spin.       [11:53] Disney parks bookings will be imp

Episode 143: January 27, 2023
January 27, 2023

[0:00] Part-Time Lover. [1:20] What is Rich wearing? [4:50] Comcast’s hall-of-shame earnings call. [7:43] The DOJ is the only threat to LYV’s vertical integration, not grandstanding senators. [18:55] Do you actually weaken Google if you don’t touch Se

Episode 142: January 20, 2023
January 20, 2023

[0:00] Almost Cut My Hair.[1:45] If you need a 5:30pm reservation, ask Rich.[9:10] Learning from Reed Hastings’ pivots.[14:07] Disney execs have struggled with upward mobility. [16:57] Apple's headset will entice developers to explore VR's capabiliti

Episode 141: January 13, 2023
January 13, 2023

[0:00] Heart Full of Soul. [1:10] RIP Jeff Beck. [5:27] Hey (earnings) scorecard here! [8:19] What drives WWE sale? $$$, legacy, involvement or revenge? [16:33] What does Nelson Peltz know about media? [23:32] Universal loves Theme Parks. [26:10] Ne

Episode 140: January 6, 2023
January 06, 2023

[0:00] Viva Las Vegas. [1:10] It’s not a CES without a trip to the ER. [4:00] Is a UFC/WWE merger Vince's next move? [12:13] Jake Paul will legitimize the PFL. [18:32] Regulators have gone too far against Meta. [20:38] The next big tech battle: AI.