What podcasts say about Zach Frankel
Every statement, with the speaker, the exact quote and the moment it was said.
What Zach Frankel has said on podcasts
59 statements · 34 positive · 21 negative · 2 mixed · 2 neutral
- on Paramount–Warner Bros. Discovery combined companyPositiveOct 6, 2026· Motley Fool Hidden Gems Investing
The merger immediately makes the combined company a major streaming player
“this instantly makes the combined company a major player for sure”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 1:03
- on Paramount–Warner Bros. Discovery combined companyPositiveOct 6, 2026· Motley Fool Hidden Gems Investing
The combined company ranks second in streaming screen time
“The combined company is actually the instant number two.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 1:21
A small HBO Max price reduction may not attract many subscribers
“I am not convinced right now that there are a lot of people that would have HBO Max if only it was like, you know, a buck cheaper.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 3:16
- on Paramount–Warner Bros. Discovery combined companyNegativeOct 6, 2026· Motley Fool Hidden Gems Investing
The combined company likely cannot achieve desired bundling revenue synergies
“I don't think on the revenue side, they're going to be able to bundle and do synergies the way they'd like.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 3:52
Bundling could reduce revenue from customers paying for both services
“You could end up with just less revenue if you have someone paying 20 right now going to 15.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 5:19
- on David Zaslav and Warner Bros. executive teamPositiveOct 6, 2026· Motley Fool Hidden Gems Investing
David Zaslav and Warner Bros. executives are the deal’s biggest winners
“the big winner from this deal is David Zaslav and the rest of the Warner Brothers executive team.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 8:26
Movie theaters will be the biggest winners from the merger
“movie theaters are going to end up being the biggest winner from this deal specifically”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 9:22
- on Paramount–Warner Bros. Discovery merger settlementPositiveOct 6, 2026· Motley Fool Hidden Gems Investing
The settlement requires 30 releases annually, then 32, for five years
“The settlement that allowed the deal to close requires at least 30 theatrical releases from Warner's a year or from the combined company, whatever, for the first two years. And 32 a year for the next three.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 9:28
- on Paramount–Warner Bros. Discovery merger settlementPositiveOct 6, 2026· Motley Fool Hidden Gems Investing
The settlement guarantees a 45-day theatrical exclusivity window
“It locks in a 45-day theatrical exclusivity window”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 9:41
Media consolidation may disadvantage sports leagues
“consolidation might not be the best thing for, and not just the NFL, for all these sports leagues.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 11:02
Peacock has accumulated losses exceeding $10 billion
“They've lost over $10 billion total since they started.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 13:47
Peacock should pursue a sale or partnership
“My opinion is that Peacock should either sell themselves or find somebody to partner with.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 13:56
Netflix and Disney could financially afford Peacock
“Netflix could afford it. Disney could afford it.”
Open the episode · Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape StreamingListen at 14:27
Amazon’s infrastructure problems helped create AWS.
“But solving those problems created what would eventually become AWS.”
Open the episode · Facing Our Investing FearsListen at 2:21
Demand for Meta’s app-install ads exceeded expectations.
“Demand for that handily exceeded expectations.”
Open the episode · Facing Our Investing FearsListen at 6:08
Market fear alone is insufficient justification for buying a stock.
“fear alone isn't a reason to buy.”
Open the episode · Facing Our Investing FearsListen at 12:33
Brookfield’s 15-times earnings valuation creates attractive risk-reward dynamics.
“But the company at 15x earnings, that creates pretty impressive risk-reward dynamics.”
Open the episode · Facing Our Investing FearsListen at 13:53
Realty Income’s underlying business is performing strongly.
“The business is doing great.”
Open the episode · Facing Our Investing FearsListen at 16:42
Rising interest rates increase the U.S. government’s debt-service burden.
“the U.S. pays over $1 trillion in annual interest on its debt, and rising rates make this worse.”
Open the episode · Facing Our Investing FearsListen at 21:48
Berkshire Hathaway is fundamentally an insurance business.
“Berkshire Hathaway is, at its core, an insurance business”
Open the episode · Facing Our Investing FearsListen at 22:55
Higher rates effectively increased Berkshire Hathaway’s earnings by about $1 billion.
“Berkshire a billion-dollar raise by raising rates.”
Open the episode · Facing Our Investing FearsListen at 23:09
Banks generally benefit when yield curves steepen.
“Banks generally benefit in terms of their margins when the yield curve steepens”
Open the episode · Facing Our Investing FearsListen at 23:15
Delta's premium cabin currently earns more than the rest of its aircraft.
“The premium cabin now out-earns the rest of the plane.”
Open the episode · Airlines are All-In on Premium SeatingListen at 3:54
Dynamic pricing supports airline premium revenue during recessions.
“The dynamic pricing helps.”
Open the episode · Airlines are All-In on Premium SeatingListen at 6:42
The reasons Buffett exited airlines after COVID remain applicable today.
“The reasons that Warren Buffett abruptly got out of the airlines after the COVID pandemic still apply today”
Open the episode · Airlines are All-In on Premium SeatingListen at 8:28
Oura's IPO could quickly fizzle after launch.
“I wouldn't be shocked if that were the case here.”
Open the episode · Airlines are All-In on Premium SeatingListen at 12:48
A model breaching databases could damage OpenAI's planned trillion-dollar IPO.
“Releasing a model that actively breaks into government and corporate databases could be a disaster for a company aiming for a trillion-dollar IPO next year.”
Open the episode · Airlines are All-In on Premium SeatingListen at 13:56
The steel plant may be built at a smaller scale than announced.
“I think the plant will ultimately happen, but at the scale that's being claimed, maybe not.”
Open the episode · Airlines are All-In on Premium SeatingListen at 15:38
Regulatory and engineering hurdles make SpaceX's orbital compute timeline unrealistic.
“too many regulatory and engineering hurdles to overcome for that short of a timeline.”
Open the episode · Airlines are All-In on Premium SeatingListen at 16:56
Orbital computing is viable, but SpaceX's near-term timeline is not.
“The vision of orbital compute itself is very viable. Uh, but not that soon.”
Open the episode · Airlines are All-In on Premium SeatingListen at 17:15
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.