Part 7/11:
The hosts project that Disney is in a financial crisis, exacerbated by the double-hit of pandemic-related shutdowns and loss of lucrative media revenues. They compare the current scenario to the aftermath of 9/11, which similarly caused a temporary halt on expansion projects. However, unlike that period, Disney now faces a broader, more profound crisis.
They anticipate that after upcoming earnings reports, Disney might divest some assets they deem non-essential—possibly including underperforming franchises or properties. Marvel Comics, The Simpsons, and Family Guy are mentioned as facing potential cancellations or downsizing, as Disney looks to streamline its offerings and cut costs.