Industry: Media & Entertainment
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TikTok's worst financial advice, Pimp my Portfolio & the pros and cons of music royalties
This asset class has become more accessible for everyday investors with companies listed on the stock market. But just because we can invest in music royalties, doesn't mean we should. We unpack why in today's episode.
11 April -
General
Bold predictions - Andrew Brown
Every year Andrew Brown, Executive Director of East 72 Dynasty Trust, joins us to make some bold predictions for the year ahead.20 February -
GeneralTV channels are using AI-generated presenters to read the news. The question is, will we trust them?
As artificial intelligence becomes more and more a part of our lives, researchers are facing the challenge of climbing out of the uncanny valley.12th Feb, 2024
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Are Kyle & Jackie-O worth $200 million?
Today Sascha and Alec talk answer the question - are they worth it?4 December -
GeneralWhy is Walmart spying on Ozempic patients?
Jamie Dimon at JPMorgan reckons this might be the most dangerous economic times in decades, Roblox, builder of virtual worlds, is going to stop its workers working in one, and Channel 7 is using AI to figure out how much ad load you can bear.25 October -
![The Definitive Guide to All Things Taylor Swift and Travis Kelce]()
GeneralThe Definitive Guide to All Things Taylor Swift and Travis Kelce
This article from The Ringer captures everything you need to know about the biggest story in pop culture and in sport last week.5th Oct, 2023
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![The Hollywood writers strike is over - and they won big]()
GeneralThe Hollywood writers strike is over - and they won big
The Hollywood writers strike is over. And initial reporting in the aftermath suggests the writers have negotiated a great deal.4th Oct, 2023
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General
What's the concrete crisis gripping the UK?
It’s another favourite of The Dive fans - 3 stories in 15 minutes. We’ve gone around the office and asked for the stories that are grabbing our attention. We’re chatting about the new music deal Universal have arranged with a French music streamer, the concrete crisis that’s the main conversation in the UK, and a battle that’s bringing two major streaming services head to head.13 September -
![The staggering economic impact of Taylor Swift’s Eras tour]()
GeneralThe staggering economic impact of Taylor Swift’s Eras tour
Typically, every $100 spent on live performances generates an estimated $300 in ancillary local spending on things like hotels, food and transportation. But for the Eras Tour, Swifties are taking this to the next level, dropping an estimated $1,300-$1,500.31st Aug, 2023
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![Can AI replace actors? Here’s how digital double tech works]()
GeneralCan AI replace actors? Here’s how digital double tech works
This article explains the leap forward in this technology and what it will mean for the future of Hollywood films and the background actors that appear in them.18th Aug, 2023
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![Revisiting Spotify - Has the thinking changed?]()
GeneralRevisiting Spotify - Has the thinking changed?
This article is one such investor reckoning with their Spotify investment. It starts by looking at their original thesis for investing in Spotify and then considers how much has changed within the business over the past two years.7th Aug, 2023
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GeneralIs there money in... movies?
We continue our series with Ed - asking... is there money in movies? If you want to suggest a topic, or just want more Equity Mates – click here.7 August -
TikTok is launching a music streaming platform
Tiktok - the addictive, video-hosting giant has launched a closed beta for its subscription-only music streaming service to Australia, Mexico, Singapore, Indonesia and Brazil.4 August -
![Explained: Why news publishers across the world are suing Google – their biggest source of readers]()
GeneralExplained: Why news publishers across the world are suing Google – their biggest source of readers
News publishers continue to decline as Google and Facebook take more of the advertising market.1st Aug, 2023
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Lights, Camera, Action - STRIKE! What's going on in Hollywood?
Today, Alec and Sascha discuss the economics of the Hollywood strike.19 July -
Spotify is pivoting from podcasts, but have they learnt from their mistakes?
Today Sascha is joined by Amrita from The Verge to ask - as Spotify learn from their podcasting mistakes as they decide to lean in to advertising?7 July -
Bluey: The Australian cartoon taking over the world
Do you have a little one in the house? You'll need no introduction to Bluey, the seven-year old Blue Heeler - and her family, Bingo, Bandit and Chili, premiered on ABC Kids on 1 October 2018.30 June -
The future of TV is … fast?
We’re living in the Golden Age of television - inundated with choice. Netflix alone has 17,000 titles on offer. - and then there’s Paramount, Disney, Stan, Binge, Prime.23 June -
![Netflix password crackdown drives U.S. sign-ups to highest levels in at least four years]()
GeneralNetflix password crackdown drives U.S. sign-ups to highest levels in at least four years
The other big move Netflix made last year was to introduce an ad-supported tier, where users pay a lower subscription price but have to watch ads.20th Jun, 2023
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![Media’s less glamorous future]()
GeneralMedia’s less glamorous future
This article takes a look at these forces acting on the media industry and considers what future is left for a business that has been pulled apart over the past two decades.19th Jun, 2023
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![Video game industry primer]()
GeneralVideo game industry primer
The gaming industry is now starting to move into the media industry.7th Jun, 2023
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![The Wild West of streaming TV is here and its free]()
The Wild West of streaming TV is here and its free
Welcome to FAST: The free, ad-supported, streaming television bargain bin. -
![HBO Max, Netflix, Disney+, and the Day Streaming Died]()
HBO Max, Netflix, Disney+, and the Day Streaming Died
The streaming industry has been facing a reckoning for a while. This week, it hit. -
![The Wild West of streaming TV is here and it’s free]()
GeneralThe Wild West of streaming TV is here and it’s free
As cable TV subscriptions decline and streaming service costs rise, FAST platforms are gaining momentum, reminiscent of the TV landscape of two decades ago.5th Jun, 2023
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General
Cup Noodle sales are booming and why that’s bad news
Inflation is coming down, but not in the places it matters. The banks have stopped predicting any further house price falls. Ray Dalio has a new list of mega-trends for us, and why US box office sales are booming. All this and more on this week’s Comedian v Economist.3 May
