Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?. 

(00:11 ) Emily Flippen and Andy Cross discuss:

• SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.”


• The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend.


• How Adyen is learning how to better play the expectations game.

(19:02 ) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars.

(31:14 ) Emily and Andy break down two stocks on their radar: Axon and Gartner.

Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON

Host: Dylan Lewis

Guests: Emily Flippen, Andy Cross, Lou Whiteman, 

Engineers: Rick Engdahl, Annie Pope

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