Ritholtz Says Consolidation is Coming to the Cable Industry

The video discusses the current wave of mergers and acquisitions in the streaming industry, driven by companies like Netflix and Amazon. It highlights the ongoing trend of cord cutting and the increasing ubiquity of broadband, which has transformed the way content is consumed. The discussion also covers investment strategies, advising against M&A arbitrage due to market unpredictability. Insights from billionaires emphasize humility, serendipity, and continuous learning as keys to success.

What are the implications of the current wave of M&A activity in the streaming industry?

How has the trend of cord cutting affected traditional cable companies?

In what ways has Netflix changed the landscape of content creation?

What factors contribute to the uncertainty in predicting the future of the streaming industry?

What lessons can be learned from billionaires regarding success and market predictions?