Hosts
About the episode
Matt is joined by Sean Diffley, head of media and entertainment as well as cable and telecom research at Morgan Stanley, to discuss a new system for stock picking called the MS Media Matrix, which ranks publicly traded entertainment companies based on audience and engagement, their interactivity, urgency of the content, pricing power, IP, and AI positioning, and then compares these strengths and weaknesses to the companies’ relative share price. They discuss the importance of ownership within these companies, AI’s role in content creation and the future of leisure time, and AI’s impact on content consumption (02:56). Matt finishes the show with a prediction on what will be the second weekend drop of The Odyssey (30:33).
Host: Matt Belloni
Guest: Sean Diffley
Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez
Theme Song: Devon Renaldo