AI Summary
5 min read🎙️ The Voices & The Context
- The Format: This interview-style podcast dives deep into the high-stakes Warner Bros. Discovery (WBD) merger battle, blending insider Wall Street deal-making with Hollywood drama, delivered in an energetic, insider-trading buzz packed with rapid-fire analysis and banter.
- The Format: An interview with lively host-guest interplay.
- The Key Players:
- Guest: Bill Cohan – Legendary former M&A banker at Lazard (20 years), founding Puck partner, best-selling author (Our Fraud), NYT/FT contributor, and relentless "axe" on the WBD story via daily Puck scoops.
- Hosts: Josh Brown & Michael Batnick – Dynamic duo with sharp chemistry; Josh probes big-picture stakes, Michael chimes in with charts and hypotheticals, bantering on stocks, Trump, and COVID mishaps for a fun, accessible edge.
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What you'll learn
- 1 `(00:00)` **🎙️ Introduction: Bill Cohan**
- 2 `(06:01)` **Netflix vs. Paramount Bidding War for Warner Bros. Discovery**
- 3 `(09:52)` **Timeline of Deal Momentum**
- 4 `(13:53)` **Shareholder Vote & Key Players**
- 5 `(16:09)` **Regulatory Odds & Trump Influence**
- 6 `(16:50)` **Breakup Fees Breakdown**
- 7 `(18:58)` **Ellison Financing Scrutiny**
+ Full timestamped outline available in the app
Show Notes
On episode 222 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bill Cohan to discuss: Netflix vs Paramount in the battle for Warner Bros, record highs for US banks, the next Fed chair, and much more!
This episode is sponsored by Public. Find out more at https://public.com/compound
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or
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