Disney is considered as blue-chip as it gets, but when you break down its famous flywheel - different business lines that all flow together to create the greatest diversions in the world - there's a lot of trouble spread around. Theme parks, box office, live sports, advertising are all under pressure - is Disney + enough to make up for that? We discuss the outlook for the entertainment company.
Topics covered:

2:30 minute mark -The Corona bear ETF

7:30 - The flywheel is stuck

12:30 - Long-term effect on consumer behavior in travel

17:00 - The significance of Bob Chapek's theme parks experience

25:00 - Cruise lines and international flags

28:00 - Whither (wither?) the box office?

36:00 - Box Office as marketing

41:00 - ESPN - the wild card

56:00 - Disney+ - the ace in the hole?

1:01:00 - The next WFH play

1:09:00 - The diversionary business model in a diversionless world