BTIG's Rich Greenfield talks with Recode's Peter Kafka about being an outspoken media and technology analyst who has made enemies throughout Hollywood and much of the big-media landscape. Greenfield has advised clients to bet on Netflix and against Disney as the traditional paid content model breaks down, but also readily cops to the times in the past when he has been wrong. He also talks about why investors have to keep an eye on the startup ecosystem, the importance of data for anyone in media who wants to go direct-to-consumer, and why Google should buy Spotify.

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